The Web Forms feature lets you capture new leads online and add them automatically to your CRM. You can design a Web Form in the CRM and add the code to your website. Contacts entering their details in the Web Form will be automatically added to your CRM.
Web Forms work by automatically setting up a Web Transaction that will create a new Company Account, Contact, and Activity when the form is submitted online. Each Web Transaction can include multiple actions to process the data of your new inquiry. So, as well as creating an Account, you can edit the Web Transaction to trigger a Task or a new Opportunity.
Web Forms are included in the Advanced Marketing tool.
Add Web Form
To create a Web Form, go to Settings > Integrations and open Forms. Initially, the page will be blank, so click + Add to create a new form.
Clicking + Add opens a new form with a standard template that you can use or edit. To edit an existing form, click on its name.
Tab Settings
On the Settings tab, you can configure general form settings, including:
- Form Name & Owner: Define the name and assign ownership.
- Create an Activity: Enable this toggle to create an Activity in the CRM Account when a contact submits the form.
- Thank You Page: Add a custom message or redirect users to a landing page upon form submission.
Tab Add Fields
Various field types can be added to your Web Form. Drag and drop them into the layout. Remove fields by clicking on the section and selecting the “X” in the top-right corner. Every field type has their own specific settings that will show once a field of that type is selected. For example Text input:
Add a paragraph of text to provide instructions or legal disclaimers. Use this field to include terms and conditions, privacy policy links, or submission guidelines.
Submits the form data to the CRM. Edit the button label to match your form’s purpose, such as "Request a Quote" or "Sign Up Now."
Add predefined choices, such as Sector, Account Type, or Country. Ideal for structured inputs where users select from a fixed list.
Use checkboxes for fields like Newsletter Subscription, Terms Agreement, or Decision Maker status.
Allows users to enter short text responses. Commonly used for Name, Email, Phone Number, and Company Name fields.
A larger text field suitable for open-ended responses, such as Comments, Special Requests, or Project Descriptions.
Allows users to upload documents, such as CVs for job applications or proof of identity for registrations.
Adds a visual separator between sections. You can adjust its color to match the background if you prefer spacing over visible dividers.
Tab Global Style
The Global Style tab lets you configure margins, form background color, and overall width.
Tab Publish
Once your form is complete, publish it by copying either the JavaScript or iFrame code into your website’s HTML. You may need assistance from your web developer.
Note
The form inherits styling from your website. If you need to override these styles, consult your web developer.
Once live, the Web Form will collect submissions and automatically add the details to your CRM.
In your CRM, new Contacts appear under Accounts. When opening an Account, you will see the submission recorded under Activities.