How do I create a CRM form?

Short answer

Create CRM forms from the Forms area of the board you want submissions to feed into, then map each question to an existing CRM column.

Learn moreHow do CRM boards, groups, and columns work?How do CRM automations work?

Form source board

  • A form belongs to the board where it is created. Submissions should feed into that board automatically.
Learn moreHow do CRM boards, groups, and columns work?

Questions

  • Add questions manually, reorder them by dragging, and map each answer to one of the existing columns on the connected board.
  • Required questions should block submission until the visitor fills them out.
Learn moreHow do CRM boards, groups, and columns work?

Embed options

  • Use the embed option for inline website placement.
  • Use the form button option when you want a website button to open the form in a popup lightbox.

Related articles

How do CRM boards, groups, and columns work?Learn moreHow do CRM automations work?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.