Creating Webforms in CRM to capture new leads from your website.

In CRM, you can create a webform to capture leads or contacts. As it is most used for leads, we will focus on that here.

In CRM go to Settings, and under Developer Space click Webforms (note: you do not need to write any code):

Select the module you want to create a webform for, and click Create New Web Form

Select the fields corresponding to the data you wish to capture (Note: if a field is mandatory in CRM, it also must be on your webform. If you do not wish a field on the webform, you must remove the mandatory/required flag in CRM first). Drag the fields on to the form. Hover the mouse over the fields on the form to make the settings (gear icon) appear, so you can change the field label, and other properties (i.e. required)

Click next when all the fields are on the form, and you are happy with the layout (note the layout and preview buttons on the top bar of the form). 

In this last step, you must give the form a unique name, and note the URL where the form is to be hosted in the field Form Location URL. If you don't know the exact URL or if the form is to be hosted at multiple URL's, you can enter * instead.  

The Landing Page URL is used to direct the visitor to a page after the form has been submitted. Typically this is a Thank You page indicating you will be in touch soon. 

The Assign Owner field is used to either specify the lead owner (CRM User) by name, or use a set of rules for assigning the lead owner. 

Finally you can add tags and a double opt-in (in geographies where a double opt-in is required - an email for confirmation will be sent first, before adding to the system). When ready, click Save. This brings you to the page with the actual code that is generated for you.

Select between Source, Embed, or iFrame - if you are not sure which one to choose, ask your web developer.

Once this form is published on your website, any entry that is submitted, will be reflected in your CRM.

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