Forms are an essential tool for collecting leads and gathering client information. With Agent CRM, creating and embedding a form on your website is straightforward and highly customizable. This guide will walk you through the process step by step.

Why Use Forms on Your Website?

  • Lead Generation: Capture visitor information directly from your website.
  • Streamlined Data Collection: Automatically store form submissions in Agent CRM for easy access and follow-up.
  • Customizable Designs: Align form styles with your website’s branding.

Step-by-Step Guide to Creating and Embedding a Form

1. Create the Form

  1. Access the Forms Section

    • Log in to Agent CRM and go to Sites >> Forms.

  2. Start a New Form

    • Click + New Form to create a blank form.

  3. Customize the Form Fields

    • Drag and drop fields from the toolbox to include data points such as:
      • Name, Email, Phone Number, Address, or Custom Questions.
    • Use the settings for each field to adjust labels, placeholder text, and validation rules.

  4. Design the Form

    • Customize the form’s style by changing colors, fonts, and spacing to match your website’s branding.

  5. Save the Form

    • Give your form a descriptive name (e.g., “Contact Us Form”) and click Save.

2. Generate the Embed Code

  1. Get the Form Embed Code
    • Once your form is saved, click the Integrate or Embed Code option.
    • Copy the HTML embed code provided by Agent CRM.

3. Embed the Form on Your Website

  1. Access Your Website’s Editor

    • Log in to your website’s content management system (CMS) or editor (e.g., WordPress, Squarespace, Wix).

  2. Paste the Embed Code

    • Navigate to the page where you want the form to appear.
    • Add a new HTML Block or Custom Code Section and paste the embed code.

  3. Preview and Publish

    • Preview the page to ensure the form displays correctly.
    • Make adjustments as needed and then publish the page.

Pro Tips for Optimizing Forms

  • Keep It Simple: Limit the number of fields to encourage more submissions.
  • Test the Form: Submit a test entry to verify functionality and data flow into Agent CRM.
  • Follow Up Promptly: Use workflows in Agent CRM to automate follow-ups for form submissions.

For more tips on streamlining lead collection, check out our blog on Communicating with Leads​.

Learn More

Discover additional resources to enhance your use of Agent CRM:

Bonus Resource: Watch and Learn

(Also be sure to check out our Youtube Channel for more invaluable resources!)


Forms & Surveys, Software

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