Web Forms

Created by Naquiya Badri, Modified on Sun, 31 Aug at 12:37 PM by Naquiya Badri

Webforms in CRM are online forms that capture customer information directly into the CRM system. They accelerate lead generation by automating data entry. This reduces manual errors and ensures leads or inquiries are instantly recorded. Follow-up occurs immediately.

To create a Web Form

Go to Configuration from the left-hand panel
Click on Leads
Select Web forms
Click on + New Web Form

Add fields (name, email, custom questions)

Click Save.
To publish, open the form again. Click Publish.
Add expiry day for the form to become inactive. Or, keep the form published forever.
A published form cannot be deleted. It should be marked as “Archive” first.

Webform Status

Each webform will reflect a status:

Draft– Form not published yet.
Publish– Form published and active.
Expired– Form has reached expiry date selected by user.
Archive– Form moved to archive status. (irreversible action).

Track Leads Generated from Web Forms

To track leads generated from a certain web form, click open the form.
Click on View Leads

You will be taken to a new page.
The leads generated from this form will be visible to you.

Managing Web Forms

The actions related to web form and how to conduct them are as following:

Edit– Click ⋮ 3 dots > Update (only if draft)
Form Leads- Click ⋮ 3 dots > Check leads received from particular web form
Clone– Click ⋮ 3 dots > Clone > Rename form title & Save
Copy Link– Click ⋮ 3 dots > Copy Link (Embed on website or share)
Archive– Click ⋮ 3 dots > Archive > Confirm (Form can be deleted)

Delete Webform

To delete a webform, you must first ensure that a form is either in Draft/Archived/Expired status.
A form presently in Publish status cannot be deleted.
Click ⋮ 3 dots > Mark as Archived first.
Once done, click ⋮ 3 dots

Select Delete (Irreversible action/ published forms cannot be deleted)

Provide confirmation
Your web form will be deleted.

Expired

Once a form has reached its expiry date, the status will reflect Expired.
This form can now be deleted, if required.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!