Web Form Builder

Today we’re introducing the web form, or Web-to-Lead/Web-to-Contact functionality in Zurmo CRM. The use case example for this post is based on Joanna Rohrback, and her company Prancerise. Now Joanna does not have Zurmo and we’re not really sure how she is managing the influx of leads pouring onto her site, but we’re going to talk about how a web-to-lead form could help her out.

But before we saddle up, let’s go over the basics.

What is the concept of web-to-lead? It’s pretty straightforward. You have a website. You have a form, like “Contact Us”. Visitors fill out their information and then a couple of things can happen. In most cases, you will likely receive an email with the information that your visitor has filled out. If you want to keep track of your inbound contact requests, you’ll be dragooned into importing data from these automated emails to your CRM system.

Joanna needs to keep a tight reign on her inbound leads. Last week her website got so much traffic, it would have been impossible to get a leg up. She doesn’t even have a web-form, let alone a solution that would have moved those leads to a database system.

Let’s come up with a solution for her. What are some fields she could have? How about the following:

Basic contact info like Name, Email address, Phone Number.
Okay we’re off to a good start. But what else might she need?

The media are fussin’ like a mare in heat to get in touch with her, so she probably should have a separate designation for them. How about a drop down or a pick list for the the category under which each inquiry falls?

Maybe something like this:

Check all that apply: 1) I’m making a Media Inquiry, 2) I’m interested in private lessons, 3) I’d like to buy the book.

picklist values

Okay we’re on the final stretch.

All Joanna needs to do is create these custom fields, build her webform in Zurmo, and paste the code on her Contact Us page. When a new lead comes in, they will automatically be herded over to her CRM and categorized accordingly.

If she’d like, she can set up workflow that spurs into action and sends out an email to her new colts, based on their respective categories. For example, people expressing interest in the book could receive an email with a link to purchase it on Amazon. Or maybe a follow-up task with a due date for her PR person is automatically created when someone selects “Media Inquiry”:

workflow on save

Admins can create and configure web forms in the settings area. They look like this:

Create Contact Webform

You and the horse you rode in on can select available fields to be displayed in the form, which are automatically mapped accordingly when the new record is created. Notice our custom field for Joanna included below:

Form Layout

Congratulations, you have just won your spurs and you won’t be put out to pasture.

Leave a Comment

  • dan iavorszky

    Another great 2.0 feature. When will the new version available for Community?

    • Ray Stoeckicht

      It should be tagged on monday (june 10th)

  • Giuliano

    Hi guys, I have tested this feature for our website and… well really does not work well. The admin is intuitive, the webform renders… BUT

    the diacritics is broken )czech) and the external JS really take eons to load.
    Furthermore I think that just the concept of the web form export is not the way it works in the web designer community.

    People specifically on wordpress are using premade webs, if they don’t, they hired a web designer which in both cases means they have someone who has or is able to style a HTML code.

    Now what happend – I basically or want a whole form (which I am able to copy on my website) or I have have a form that i want to populate in order to send the information correctly to my CRM.

    What I do not want is a JS that i cannot manipulate (and if I am able I can write the form alltogheter) and take really long time to load from an external source that I cannot control (if I am an affiliate partner for instance). For example I am complaining about broken diacritics – well, If I had the form in plain HTML I could for instance just rewrite the labels, no fuss but I cant. Creating the whole web form from Javascript every time is just a performance killer.

    So long story short – I think the clean way how to do this is instead of providing a single div after the web form configuration, is (in case of enabling no CSS wrap) to provide the whole form so we can just copy it on the page and style it ourselves.

    1) The form will load from mostly plain HTML (performance +, no back and forth traffic to CRM on another server, in cases of cloud hosting on another continent)
    2) We will be able to simply wrap it with necessary style and labels
    3)The minus is, that if someone changes the form in the CRM it will not show on the webpage… well we are big boys, so I guess we can handle this.

  • Eric Hill

    Can someone point me to documentation on how to style this damn JS form. Its slower the tar and looks horrible. Why can’t we just have a plain HTML version of the form?

    • Ray Stoeckicht

      You may want to join our Dev Session next week so we can go over this
      with our engineering team. We have Developer Sessions every Tuesday at
      10:00AM Chicago Time (http://zurmo.org/forums/index.php?%2Fcalendar%2Fevent%2F2-developer-learning-session%2F).

    • Giuliano

      Thumb up, that is exatly what I posted three days ago. I will try to get on the Dev session.

    • http://drivingonlinesales.com/ Wynne

      I agree the form really needs a plain HTML version.

      The js loaded version is far too long at the moment.

      Plus, the form embed code needs to be editable (i.e. in plain HTML format).

      Good examples to follow are Aweber, Getresponse, Mailchimp, iContact, etc.

      • Eric Hill

        I had a Dev write a PHP file and form that does this for my specific need. I can give you the code if you want.

        • Jared

          Eric,
          I would love to have that code

        • gacott

          I could really use that as well.

          • Eric Hill

            I cant post code on here for what ever reason. I just sent it to Jared through facebook. Can i send it to you that way?

          • gacott

            That would be great, my name is Garret Acott

          • Jared

            Hi Eric, I didn’t get your message through Facebook. Any chance you could email me the code? jrwhip@gmail.com

          • gacott

            Jared, please let me know if you get the code.

          • Jared

            Hi Gacott, Thanks for trying, but I didn’t revive anything. I checked my spam folder too so I’m not sure why I wouldn’t get it. Can you try sending it again? Maybe try a different email address. jrwhip@icloud.com

        • Eric Hill

          I have it here but I cant seem to post code.

          • gacott

            Eric, can I get that code from you? I am Garret Acott on facebook.

          • gacott
        • Mark Chiang

          Hi Eric, can you send a copy of this code to: web@bluedotxpress.com? Thanks.

    • Guest

      2){

      $firstname = ”;

      for($i=0; $i Array(

      ‘firstName’ => $firstname,

      ‘lastName’ => $lastname,

      ‘mobilePhone’ => $phone,

      “primaryEmail” =>Array(“emailAddress” => $email, “optOut” => 1),

      ‘state’ => Array(‘id’ => 1)

      )

      );

      //create lead

      $response = ApiRestHelper::createApiCall(‘http://www.YOURDOMAIN.com/YOUR_ZURMO_FOLDER/app/index.php/leads/contact/api/create’, ‘POST’, $headers, $data);

      $response = json_decode($response, true);

      //handle response and send email

      if ($response['status'] == ‘SUCCESS’)

      {

      $contact = $response['data'];

      $to = “LEADS@YOURDOAMIN (PUT AN EMAIL ADDRESS HERE IF YOU WANT IT TO FORWARD THE FORM TO AN EMAIL ADDRESS AS WELL AS ZURMO FOR BACK UP”;

      $subject = ‘New Lead’;

      $date = date(“l, F jS, Y”);

      $time = date(“h:i A”);

      $msg = ”

      Message sent from website form on date $date, hour: $time.rn

      Name: $namern

      Phone Number: $phonern

      Email: $emailrn

      “;

      if($email == “”)

      {

      echo ”

      x

      Warning! Please fill all the fields.

      “;

      }

      else

      {

      mail($to, $subject, $msg, “From:”.$email);

      //header(“location: $Redirect_url”);

      echo ”

      x

      IF YOUR STYLESHEET HAS ALERTS USE THIS TO LEAVE A MESSAGE AFTER THEY HIT SUBMIT

      “;

      }

      }//end response

      else

      {

      // Error

      $errors = $response['errors'];

      // Do something with errors, show them to user

      echo ”

      x

      Warning! FAILURE: $errors

      “;

      }

      }//end authentication

      else

      {

      echo ”

      x

      Warning! Authentication Failed.

      “;

      }

      }//end validation

      else

      {

      echo ”

      x

      Warning! Please fill in all the fields (Enter Valid Inputs For Each Fields).

      “;

      }

      ?>

  • kalaiselvan

    where should i store the html code…? tell me pls

  • garagebuildings

    Forms Are showing missed leads through google analytics on browsers older than ie 9-10 or when javascript is disabled. Really need a html form to ensure all browsers are supported. Essentially when a user clicks “submit” the button stays dead due to the unsupported javascript commands. Losing about 15% of submit clicks due to this.