Web Forms

Web Forms

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 CRM. Non-technical users find it easy to design and publish their own web forms.

Web forms are supported for Leads, Clients,Tickets 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 details.
  • Create an Assignment rule if you wish to assign the incoming records to specific users or based on round robin method. By default, all incoming records are assigned to the Administrator.
  • Configure the Web form further, to suit your requirements.
  • Customize the fields to be added in the web form.
  • Test the entire workflow of Web form, before publishing in the Website.

Availability

Profile 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

Setting up Web Forms 
Capture visitor's information from the websites by using web forms and generate leads online.
Generate Web Form | Insert Captcha

Auto Response Rules 
Schedule automatic emails when leads, contacts, or cases are generated through web forms.
Create Auto Response Rule | Create Rule Entry

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    • Can multiple web forms be created?

      Yes. You can create multiple web forms and have them all active at the same time. However, the number of web forms available in each module depends on the CRM Edition that is being used: 20 per module for the Enterprise Edition 10 per module for the ...

    • Can multiple web forms be created?

      Yes. You can create multiple web forms and have them all active at the same time. However, the number of web forms available in each module depends on the CRM Edition that is being used.

    • How do I implement multiple currencies in my web forms?

      There are two cases where you can use currencies in your web forms. #1 Currencies as a drop-down list in the web form. The visitor can select the required currency. In this case, while generating the web form, you need to include the Currency field. ...

    • Can I create multiple web forms and then collect Leads separately?

      Yes, you can generate multiple web forms from the CRM system and post it in different web pages for collecting information. To identify separate and collective information based on the web page from which a Lead came from, you can insert hidden ...

    • How can I send auto response emails to all the leads generated through web forms?

      There are two options by which you can send auto response emails to all the leads generated through web forms: Email Notification option - While creating a web form in CRM, there is an option to send common automatedemails to all the users who submit ...