How do embedded CRM forms feed leads into boards?

Short answer

A CRM form belongs to the board where it is created. Each question maps to an existing column so form submissions create or update board rows automatically.

Learn moreHow do I create a CRM form?How do CRM boards, groups, and columns work?

Form builder

  • Create forms from the Forms area of the connected board.
  • Add questions manually, mark required questions when needed, and map each answer to an existing board column.
  • Reorder questions by dragging so the public form matches the desired intake flow.
Learn moreHow do I create a CRM form?How do CRM boards, groups, and columns work?

Embed options

  • Use inline embed for a form that sits directly on a website page.
  • Use a form button when the website should open the form in a lightbox.
  • Use full calendar or booking-style embeds later when a form is tied to meetings.

Real-time updates

  • Submitted leads should appear in the CRM without requiring a full page refresh when the board is open.
  • If the form button label changes, the public button should update along with the saved form settings.
Learn moreHow do CRM boards, groups, and columns work?How do I create a CRM form?

Related articles

How do I create a CRM form?Learn moreHow do CRM boards, groups, and columns work?Learn more

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