Web Forms Overview

Web Forms let you create custom online forms that connect directly to your CRM. When someone fills out a form, their responses are stored as CRM contact data and a ticket is automatically created for follow-up.

Video walkthrough

Getting Started

Navigate to Web Forms from the sidebar. You will see the main forms list showing all your existing forms.

Creating a New Form

  1. Click Create New Form on the forms list page.
  2. A template selection modal appears. You can either:
    • Choose a pre-built template (each shows a preview, description, and suggested fields)
    • Click Start from Scratch to begin with a blank form
  3. If you have multiple agents, a prompt asks you to Select an Agent to associate the form with. Choose from the dropdown and click Confirm.
  4. The form builder opens. See Building a Web Form for full details.

Form States

Each form can be in one of these states:

  • Draft -- A saved work-in-progress that is not publicly accessible. You can continue editing a draft at any time.
  • Latest (Published) -- The live version that visitors see when they open the form link.
  • Previous Version -- An older published version that has been superseded.

You can toggle a form on or off using the switch on each form card. Enabling a previous version promotes it to the latest version.

Sharing a Published Form

Click the Share button on any published form to open the Share Form modal. From there you can:

  • Copy Link -- Copies the public URL to your clipboard.
  • Copy Embed Code -- Copies an <iframe> snippet you can paste into your website HTML.
  • Email to Developer -- Opens a pre-filled email with the form link and embed code so your web developer can add it to your site.
  • Preview in New Tab -- Opens the live form in a new browser tab.

The embed code looks like this:

<iframe src="https://your-form-url" width="100%" height="600px" style="border: none; border-radius: 8px;"></iframe>

Viewing Form Details

Click on any form card to see the Form Details view, which shows:

  • All published versions of that form
  • Toggle switches to enable or disable each version
  • Options to Edit or View each version

Editing a Published Form

When you click Edit on a published form, the system creates a draft copy of that version. If a draft already exists, you will be asked whether to Edit Draft (continue the existing draft) or Replace Draft (discard the existing draft and create a new one from the selected version).

Deleting a Form

Click the delete option on a form card to open the Delete Form modal. You can choose whether to also delete all associated submissions or keep them.

Submission Usage

A submission usage banner at the top of the page shows how many form submissions you have used out of your plan limit. When you approach 80% of your limit, a warning appears. When you reach the limit, submissions are paused.

Next Steps