Publish & Share Web Forms on TeamGram

Web forms are powerful tools for generating new leads. A potential customer may want to learn more about your services or request a quote. With web forms, you can automatically collect lead information, service requests, and more.

You can customize your web forms according to your business needs. They can be published on your own website, or directly on TeamGram. This way, you don’t need to make any technical adjustments to your website. Each form is assigned a unique link that you can easily share via email, social media, or WhatsApp, and all submitted data will be transferred directly into TeamGram.

Ways to Create a Web Form

You can create a web form in 2 different ways:

1. Leads
   
2. Custom Apps
   

1. Creating a Web Form Using Leads

1. From the TeamGram top menu, go to More > Control Panel > Lead Settings > Web Form, then click Create New Web Form.

   
   

2. In the window that opens, select “On TeamGram” and fill in the required fields:
   • Name*: Give your form a memorable name to distinguish it from others.
     
   • Source*: Select the source of the leads generated by this form. To define a new source, add it in your settings first.
   • Record Owner: Each form submission must have an owner. Choose a user from your TeamGram user list. Security settings will follow the permissions of the selected user. Alternatively, you can assign the owner as “Unassigned” to distribute them manually later.
     
   • Success Page Message: The message displayed after the form is submitted.
     
   • Email Notifications: Enter the email addresses of the users who should receive notifications when the form is submitted. Use a semicolon (;) to separate multiple addresses.
     
   • Send Email to Form Submitter: If checked, an automatic email will be sent to the customer who fills out the form. You can define the sender name, subject, and content of this email.
     

     Note: This feature is only available in the CRM Premium plan.

     
     

3. After filling in all fields, click Continue.
   
4. Use the Preview button to see how your form looks on TeamGram. Copy the unique link and share it with your contacts. Submitted data will automatically appear under the Leads section.

2. Creating a Web Form Using Custom Apps

1. If you haven’t done so already, create your custom app first. For help, see this article.
   
2. In your app, you can hide fields you don’t want to display on the web form:
   • Open your custom app.
     
   • Go to Actions > Settings.
     
   • For the fields you don’t want to display, click Edit > Hide on Web Form.
     
   • Repeat this for all necessary fields and save your changes.
     
3. Then go to Actions > Settings > Web Form. Select “On TeamGram” and fill in the required fields:
   • Record Owner: Choose the form owner from your TeamGram user list.
     
   • Success Page Message: Enter the message to be shown after submission (e.g., “Thank you, we’ll contact you shortly.”).
     
   • Email Notifications: Add the email addresses of the users who should be notified. Use a semicolon (;) for multiple addresses.
     
4. Once all fields are completed, click Continue.
5. Use the Preview button to view your form and copy its link. When a form is successfully submitted, a new record will be created in your custom app on TeamGram.

   Important! People who access your web form can only see the fields displayed on the form. They cannot access your other company data, customer records, or personal information.