HTML Forms #10991
Description
HTML Forms
Ability to create a form that we can embed on a website to generate leads or support tickers or contact form.
Functionality
A basic form builder where you select existing objects from the current models and lay them out in the order you want.
e.g for a lead generation, you would select
Name (people)
Email (people)
Phone (people)
Company Name (company) creates a company and links them for the person (b2b)
some extra fields of dropdowns / selections.
Note (people) for notes or other data like a contact form.
Html to embed to website
the form itself should be very basic / generic styling. some styling options in the builder? button colour, or a simple CSS text input for custom styling?
Why do we need the forms?
Sure, there are heaps of form plugins for WordPress, or other websites. But you need to get them firing webhooks to Zapier, n8n etc, work some magic and send it to twenty.
Not overly difficult for some, but it could be out of scope for a lot of other people.
It's a common feature in a lot of other CRMs like hubspot for example.