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CRM · Guide 12

Web Forms

Create public web forms that capture leads directly into your CRM.

  • Sales and customer teams
  • Updated

In this guide

12.1 Viewing Web Forms

  1. Go to Sidebar > CRM > Web Forms (or Settings > Web Forms)
  2. Browse forms with submission counts

12.2 Creating a Web Form

  1. Click New Form
  2. Enter a name and slug (URL-friendly identifier)
  3. Configure fields to capture (name, email, phone, company, etc.)
  4. Set the default pipeline and stage for new leads
  5. Set the assigned rep for new leads
  6. Click Save

12.3 Embedding Forms

  1. Go to the form detail page
  2. Click Embed
  3. Copy the embed code (iframe or direct link)
  4. Paste into your website

12.4 Form Submissions

When a visitor submits a form:

  1. A new CRM customer is created (type: Lead)
  2. The customer is assigned to the configured rep
  3. A deal is optionally created in the configured pipeline
  4. The lead score is initialised

Forms are rate-limited to 10 submissions per minute to prevent abuse.