Web Form

Web Forms in Pixelwand CRM let you collect leads directly from your website without writing a single line of code. Follow these simple steps to create one:

1. Switch to Desk: First, switch to the desk view by clicking the profile button in the top left corner and selecting Apps > Desk.
2. Create Web form:

• Search for Web Form List in the search bar.
• Click on the "Add Web Form" button.
• Fill in the basic details:
  • Title: Give your form a meaningful title (like "Lead Capture Form").
  • Route: Set the URL path for the form (e.g., /lead-capture).
  • DocType: Select CRM Lead as the DocType since you’re capturing leads.
• Customize your form fields:
  • Click on Get Fields to automatically fetch the fields from the CRM Lead DocType.
  • You can also manually add more fields if needed or customize the existing ones.
  • Adjust labels, set mandatory fields, and add default values as required.
• Make your Web Form live on your website by clicking the "Publish" button.
• The URL of your newly created Web Form will be available in the sidebar. Click on "See on Website" link to access your Web Form.

Note: You can also directly create deals via web form by setting the doctype as "CRM Deal" instead.

That’s it! You’ve now got a live Web Form capturing leads directly into Pixelwand CRM.