Embedding a form on your website allows clients and leads to submit information directly from your contact page. This helps centralize inquiries and ensures submissions flow directly into your CRM without requiring manual entry.
Get the embed code for a form
To embed a form, first locate the form you want to use. To access your forms:
Open the left-hand navigation menu > More > CRM
Click Forms
Select the form you want to embed
Copy the embed code
Once inside the form, you can generate the embed code. To open sharing options:
Click Share Form
2. Select Embed Code
3. Copy the generated code
Each form generates a unique embed code tied to that specific form.
How embedded forms work
When a form is embedded:
Visitors can complete and submit the form without leaving your website
Submissions are captured and stored in your CRM
Each form submission follows the structure and fields defined in the original form