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Web Form

Connect any form on your website to the CRM so every submission lands as a lead.

What does this feature do?

Your site has forms such as “Contact us” and “Get a quote”. When a visitor fills one in, the details usually go to an email and get lost.

The Web Form feature gives you a dedicated address (POST link) for each of your forms. When the form is submitted to this address, the details automatically land in the Lead Hub.

Path: Left menu → All Integrations → Web Form

Web Form list

Creating a form

  1. Click the New Web Form button.
  2. Give the form a name (example: “Contact Form”). This name is only for you; visitors don’t see it.
  3. Save. Your form’s POST Link appears in the list.
  4. Click the copy icon next to the link.

Connecting it to your site

For this step you may need someone who can edit your website’s code (your web designer). Tell them:

“Change the form’s submit address (action) on the site to this link, and set the method to POST.”

Example form code (for your designer):

<form method="POST" action="POST_LINK_HERE">
  <input name="ad_soyad" placeholder="Full name">
  <input name="telefon" placeholder="Phone">
  <input name="email" placeholder="Email">
  <textarea name="mesaj" placeholder="Your message"></textarea>
  <button type="submit">Send</button>
</form>

The How to Use? button on the page shows the current field names and example code; you can show this window to your designer.

Accepted fields

  • Full name
  • Phone
  • Email
  • Your message (saved as the lead’s first note)
How to Use window

Testing

  1. Fill in the form on your site yourself.
  2. Open the Lead Hub.
  3. Check that the record arrived with Web Form as the platform.

If it didn’t arrive, make sure the form address was copied correctly and the form is active.

Spam protection

Forms get attacks from bots (automated programs). The system uses a hidden “trap field” (honeypot). Humans don’t see this field and don’t fill it in. Bots fill it in and are blocked. Your designer should keep this field hidden in the form code.

Ad tracking

If the visitor comes from an ad, the address contains parameters such as utm_source, utm_campaign and gclid. The system captures these automatically. This way you know which ad the lead came from, and Ad Analytics and Google Ads conversions work correctly.

Managing the form

Actions in the list:

ActionWhat does it do?
Active / InactiveTemporarily turns the form off
Refresh tokenChanges the link. The old link stops working
DeletePermanently removes the form

The table shows the number of incoming leads for each form.

If you refresh the token, you also need to update the old link on your site. Otherwise, data from the form is lost.

Common mistakes