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Web forms

Why this matters

A web form is a form on your website anyone can fill out, with responses going straight into ZaazCRM as a new lead or contact. Useful for:

  • Capturing leads on your site (contact form, "Request a quote").
  • Collecting information before a demo (pre-sales questionnaire).
  • On-site capture at events or fairs (with tablet).

Create a web form

  1. Sidebar → Web forms → Create.
  2. Fill in:
  3. Internal name.
  4. Public title ("Request your quote", "Join the list").
  5. Fields — name, email, phone, company, message, etc.
  6. Configure actions on receipt:
  7. Create lead or contact — automatic.
  8. Notify — which sales rep.
  9. Reply with email — confirmation to the customer.
  10. Publish.

ZaazCRM gives you a unique URL for the form.

Screenshot: web form editor

Share the form

  • Direct link — paste on your website, social media.
  • Iframe — HTML code for WordPress, Squarespace, etc.
  • QR code — for printing.

Receive responses

When someone submits the form:

  1. ZaazCRM creates a lead/contact.
  2. Notifies the configured sales rep.
  3. (Optional) Sends a confirmation email to the submitter.

View responses

Each form has a Responses tab with all received responses, chronologically.

Validation and anti-spam

  • Optional CAPTCHA.
  • Email validation via regex.
  • Phone validation.

Watch out for

  • Don't ask too much in the initial form. Fewer fields = more conversion.
  • The confirmation email matters. Without it, the customer wonders "did my message arrive?"
  • Don't use public forms for sensitive data (card numbers, passwords).

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