Webform is a module accessible via the menu in the marketing section.
Webform allows you to generate a form with a unique URL or that can be integrated in any website.
What can you do with web form?
- Create form for
- Contact (create a new contact from the form)
- Lead (create a new lead from the form)
- Event (available for lead and contact) if checked, it will allow creating an event (ex, meeting request)
- Feedback (create a review/feedback with a rating for a user or property from the form)
- Ticket (create a support ticket from a form)
How to create and configure a Form?
- Name your form
- Select the module you want your form is linked with
- Content
- The title of your form will appear on top
- Text before the form
- Text after the form
- Event: if checked, it will show new tab where you can set the calendar, meeting times and timeslot possible to book)
- Fields
- Select the fields and make them mandatory or not
- Configure the hidden fields (ex-campaign related, to who the record will be assigned)
- Style
- Background color
- Border color
- Input
- Code
- The generated code to insert into your website
- the unique URL link
- the QR Code