Category: Forms

ORCHESTRIS support articles for Forms.

  • How do embedded CRM forms feed leads into boards?

    How do embedded CRM forms feed leads into boards?

    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.

  • How do I create a CRM form?

    How do I create a CRM form?

    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.