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Capture leads and requests with web forms

Work in progress

This guide is an outline — the Zynka team is completing it. The structure below shows what it will cover.

What this does​

Web forms are public forms you share by link or embed on your website — customers submit an enquiry or service request, and it lands directly in your Zynka CRM as a lead or ticket. No login is needed to submit. Acme embeds a "Book a service visit" form on acmefield.example.

Who can do this​

Company Admin or users with CRM settings access.

Before you begin​

  • Know which fields you need from the customer (keep it short — every extra field lowers submissions)
  • Access to your website if you plan to embed the form

Steps​

Screenshots pending — will be captured from the Acme Field Services demo company.

  1. TODO: Creating a form and choosing fields (text, email, phone, location, and more).
  2. TODO: Field validation and required fields.
  3. TODO: Sharing by link vs embedding on your site.
  4. TODO: What a submission creates in the CRM and who gets notified.

Verify it worked​

  • TODO: Submit the form yourself from the public link and find the resulting record in the CRM.

Common mistakes​

  • TODO