Web Forms

OnePageCRM's Web Forms allow you to create your own personalized, embeddable forms for your website to collect your website visitors' information and funnel them into OnePageCRM as leads.


Max: Unlimited Web forms

Business plan: up to 20 Web forms

Professional plan: up to 5 Web forms

Legacy plan: up to 1 Web form

Trial period: Not available


In this article:

Access Web forms Configure your Web Form
Build your Web form Grab code or URL Link




1
Go to Web Forms under Apps and Integrations.

Apps and Integration | Web forms


2
Access all saved Web forms under Configuration.

  • Submissions - Number of submissions received.
  • Notification emails - Shows whether email notifications are enabled or disabled.
  • Published - Toggle to allow or stop submissions.
  • Use the icons to view, edit, clone, or delete the Web form.
  • Web forms | Configuration page


    💡 Click the submission number to view the submissions.

    💡 Deleting a submitted contact doesn't change the count, but they won’t appear in the list.



    Build your Web form

    Jump up to Article's Overview ⮝

    1
    Go to Web Forms+ Add new.

    Web forms | + Add new


    2
    Click Untitled Form to set:

  • Title - Add a name for your form.
  • Description - Add instructions or information for visitors.
  • Colors - Customize the background, border, and text colors.
  • Web forms | Builder | Form Settings


    💡 The Background color can be set to transparent.

    💡 When changing the Background color, ensure the text is visible.

    💡 Make the Border invisible by clicking on None.

    💡 Click Reset style to reset Color settings.


    3
    Click Submit button to customize the button text, color, and style.

    Web forms | Builder | Submit button properties


    💡 Choose between a filled button or a transparent button with a border.


    4
    Click + to add form fields.

    Web forms | Add fields


    💡 At least one of: First and Last Name, Organization Name, or Email Address is required.

    💡 If only an email address is provided, the text before @ is saved as the Last Name.

    💡 If you need consent, add the Consent field. It is automatically required, and the response is saved in the contact’s Background field.


    5
    Configure the individual field properties.

  • Rename the selected fields.
  • Select Required to make a field mandatory.
  • Add optional Placeholder textto guide leads when filling in a field.
  • Web forms | Build | Field properties


    💡 Required fields show an asterisk (*) and must be completed.

    💡 Renaming a field only changes its name on the Web form, not in OnePageCRM.

    💡 Custom fields:

      • Changes to dropdowns and checkboxes are automatically updated on the Web form.
      • Making a mandatory field optional on the form does not change its setting in the CRM.
      • Deleting a field from the CRM keeps it on the form. Submitted data is saved in the Background.
      • Placeholder text isn’t available for dropdown or checkbox fields.

    💡 Click the field and select the bin icon to remove it.

    💡 Drag and drop the dots icon to reorder the form fields.


    6
    Click Save & Next → continue to Configuration.

    Web forms | Build section | Save & Next



    Configure your Web Form

    Jump up to Article's Overview ⮝

    1
    Choose what happens after the form is submitted:
    • Go to URL - Redirect leads to an external URL.

    Web forms | Configure | Go to URL


    • Display message - Show a custom message to leads.

    Web forms | Configure | Display message


    💡 Character limit for the message box is 300.


    2
    Under Contact configuration, choose how new contacts are added to OnePageCRM:

  • Set Next Action – Add an Action and due date, or leave blank.
  • Team member – Select who the contact is assigned to. Enable or disable email notifications.
  • Lead Source – Select one (optional).
  • Status – Select a Status.
  • Tags – Add or select Tags (optional).
  • Web forms | Configure | Contact configuration


    3
    Click Save & Next.

    Web forms | Configure | Save & Next



    Grab code or URL Link

    Jump up to Article's Overview ⮝

    1
    Toggle Accepting responses to allow/stop submissions.

    Web forms | Grab code or URL | Accept responses


    2
    There are two ways to share your Web form → click on the copy icon :

  • Copy the URL – Share the link so leads can complete the form on a separate page.
  • Copy the Code – Embed the form directly on your website.
  • Web forms | Grab code or URL | copy icon


    3
    Click Finish to complete the Web form.

    Web forms | Grab code or URL | Finish


    💡 Exit the Web Form Builder using the exit icon to finish later. Unsaved changes will be discarded.

    Web forms | Exit web forms builder icon

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