Web Forms - An Introduction

Web Forms - An Introduction

Web Forms - An Introduction


Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into the CRM. Non-technical users find it easy to design and publish their own web forms. 

Web forms are supported for  Leads ,  Contacts ,  Cases  and any other  Custom Modules  that you have in your account. Before setting up the web form, complete the following check-list:
  • Create a default email template to send automated replies to website visitors upon submission of their information.
  • Create an assignment rule if you wish to assign the incoming records to specific users or to assign them based on round robin method. By default, all incoming records are assigned to the administrator.
  • Configure the web form further, if needed, to suit your requirements.
  • Customise the fields to be added in the web form.
  • Test the webform before publishing it on your website. 
Availability
Permission Required 
Users with the Web-to-[Module] permission can access this feature. 

Web forms can be used to:

  • Capture data (visitors' information)
  • Communicate with website visitors
  • Conduct surveys
  • Respond to user questions
  • Generate online sales
  • Receive online feedback


    • Related Articles

    • Setting up Web Forms

      Setting up Web Forms Creating a web form involves three steps  Building the form  - Drag and drop fields to build a form and format it easily with the WYSIWYG editor.  Specifying the form details  - Add details such as form name, landing page URL ...

    • CRM Web Forms for Google Sites

      CRM Web Forms for Google Sites Web forms simplify the process of capturing visitors' or users' information from the website into your CRM system. They are designed to automate importing of data from website into the CRM and to enable non-technical ...

    • Including Opt-in Checkbox in Web Forms for Consent

      Including Opt-in Checkbox in Web Forms for Consent You may already have some CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be ...

    • Types of Integrations - An Introduction

      Types of Integrations - An Introduction The CRM offers various Apps and Add-ons for Productivity and Collaboration that will improve your efficiency while working with sales leads, prospects and customers. There are a set of integrations for normal ...

    • Automating Workflows - An Introduction

      Automating Workflows - An Introduction Workflow management helps you to automate your sales, marketing and support. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields.  Workflow ...