Webforms

Forms are an essential tool for lead capture, and we know it really well. That’s why we’ve made it easy for our customers to make forms in amoCRM. You can easily create forms and insert them on your website without any coding skills at all. Customize the forms to your needs, play with the layout, and decide where the leads will arrive in amoCRM. The forms are fully customizable.

To start the setup, let’s go to the Leads section and click on the “Setup Pipeline” button in the upper right corner.

You should see the stages of your pipeline on the right and your lead sources on the left. To add a feedback form, click on “Add source” and select “Webform builder”.

The form builder has 3 tabs – Edit fields, Form setting, and Form placement. Let’s analyze each of them.

Edit Fields

Here you can customize the design of the form. You choose themes, the text layout, background, font color, and the fields that your leads will fill out. Let’s add the “Company name” field from the “Companies” section and change the color of the “Submit” button.

To add a field, drag it from any of the sections (Leads, Contacts, Companies, and Additional) and drop it on the form.

To edit the “Submit” button, just click on it. A small menu that allows you to edit its color, font and location will appear just below it.

Click the “Save” button to save your form.

Beneath the Edit field, Form settings and Form placement options you can find additional design settings for your form

  • Design themes – Choose one of the presets for the form design
  • Text Name position – Select if the field name should be in the center of a field or at the side of it.
  • Font color and Font family – Choose the font name and the color
  • Margins – Choose whether to use margins for the fields in your form or not
  • Background color or picture – Choose the background color for the design of your form or a picture (you can upload your own picture!)
  • Field form – Choose what kind of borders to use for the fields – round or square

Form Settings

In this tab, you can change the form name, add tags, select the pipeline stage to which the lead will arrive. You can also configure how the form will be displayed on your website and the use of Google Analytics.

Let’s change the name of the form to “Registration Form” and assign the “webform” tag to all the leads that will be created after filling out this form.

You can also use Google Analytics with your form and write a Form submission. Form submission will show when your client will successfully submit the form.

Lead Status

You can customize the form so that it places applications as leads at a certain stage of your pipeline. To do this, you must specify the lead status under the “Form setting” tab.

Use Google Analytics

Use Google Analytics statistics, to get more information. Just click the checkbox in the settings form to use Google Analytics.

For a more detailed analysis of the advertising campaigns, adjust the additional settings in Google Analytics. Click on Instruction near Analytics Checkbox to read the information on how to make your form even better for data collection.

Deleting a form

To delete a form, click on the form, go to the “Form settings” tab and click on “Delete form” in the bottom left corner of the tab.

Form Placement

You can place your form in several ways: by placing the code in the HTML-code of your webpage or by using the shortcode for WordPress. Alternatively, you can customize a special page with a form, and copy the link to the form in order to insert it on your website.

Let’s change the image of the page and save it.

Now let’s go to the page with our form and see how it looks.

And now let’s fill out the form like a potential customer.

Once you go to our amoCRM account, in the “Leads” section you can find our application in the pre-pipeline stage called “Incoming Leads”.

To create a lead from it, click on the green “Check” icon or just drag it to the desired stage in your pipeline.

Click on the lead, and all the entered information is already in the lead card: your client’s name, company name, phone, and email address.

Already Created a Form?

If you already created a form and installed it on the site, you can set up integration with our system through the API. We have open documentation, which contains not only possible methods but also examples that will make the integration process even easier.

Need more help in setting up or troubleshooting? Contact us by sending an email to support@amocrm.com or write to us on Facebook.

Not a user yet? Visit our tour page or contact us for a demo.