Frequently Asked Question
How do I create and embed a webform from Goldilocks CRM to my website?
Last Updated 5 days ago
Connecting your website directly to the Goldilocks CRM is the best way to ensure no lead is ever missed. By using our built-in Webform builder, you can create a professional, branded contact form that automatically sends every submission straight into your database.
Step-by-Step Instructions:
- Navigate to Settings: Click on your display name or the gear icon in the bottom left corner, then select the Webform tab at the top right.
- Create New Webform: Click the "Create New Webform" button. Give it an Internal Name (for your records) and a Form Title (which your customers will see).
- Customize Your Fields: Add the fields you need, such as First Name, Last Name, and Email Address. You can edit the labels and placeholders to match your brand's voice.
- Brand Your Style: Use the styling section to adjust the background colors, text colors, and button appearance so the form looks seamless once it is on your website.
- Save and Embed: Click "Create Webform" to save. Then, click the Embed icon to copy your unique iframe code snippet.
- Go Live: Paste the code snippet into your website's HTML (inside your frame-wrapper) and save the file. Your form is now live and connected!