FAQs in this section
What are Vtiger Webforms?
Which CRM records can I create using Webforms?
How does a Webform function?
What is Primary Module in Webforms?
What is Return URL in Webforms?
What are Webforms used for?
How does User Assignment work in Webforms?
How do I specify what fields to add to a webform?
Can I test a webform before using it?
How do I provide an option to upload documents through a webform?
What do the options under Duplicate Handling in a webform mean?
A Webform, when submitted, is not redirected to the return URL in a mobile browser.
I do not want a mandatory field to display in a Webform. What should I do?
How do I create an Autoresponder email to send to leads after Webform submission?
When a record is created via a Webform, is an email sent to the Webform user?
Can I modify a Webform's HTML code?
What parameters must I maintain in the HTML code if I modify it?
What happens if I make a webform's status Inactive?
How do I enable Round Robin auto-assignment of records in a Webform?
How do I get webform code?
How do I display a Webform on my website?
How do opt-in values in the CRM change on webform submission?
Can I obtain consent through a Webform to send promotional emails to my contacts?
How do I link an existing webform on my website with Vtiger?
How do I integrate an existing Webform?
What happens when a Contact submits a Webform without opting for email marketing?
How do I update CRM records through webforms?
How do Override values in Webforms work?
What is the WebActivity module in Vtiger CRM?
What is the WebActivity Timeline?
What is Page Scoring?
What is WebActivity Engagements?
What are the benefits of Website Tracking?
How do I enable Tracking?
How do I convert visitors to Contacts?
How do I enable Website Scoring?
How do I access Website Score for a Contact?
How do I install the Web Activity module?
How do I enable Websense Tracker?
What is the purpose of Blocked IPs in Webforms?
What are Hidden Fields in Vtiger CRM?
What is the purpose of Hidden Fields in Vtiger CRM?
How do I configure Hidden Fields in Vtiger CRM?
Is there a limit to the number of Hidden Fields I can add?
What is a URL parameter?
How does Hidden Fields work?
What is Hidden Field script?
How do I embed the Hidden Field script?
What is a UTM parameter?
What is the purpose of UTM parameters?
How do I use UTM parameters?
How do I integrate WordPress Forms with Vtiger?
Can I integrate WordPress Forms with Vtiger?
What are the Troubleshooting tips for Webfroms in Vtiger CRM?
How do I create a webform?
Table of Contents
Follow these steps to create a webform:
To learn more about creating a webform, click here.
- Log in to your CRM account.
- Click the User Profile on the top right corner of the CRM screen.
- Click Settings.
- Look for the Automation section.
- Select Webforms.
- Specify the basic information such as webform name, status, etc.
- Specify the user assignment pattern under the User Assignment section.
- Note: User assignment is not mandatory. You must specify it only if you want records to be assigned in the Round Robin fashion. When user assignment is not specified, records are assigned to the user specified in the Assigned To field.
- Select the fields that must be shown in the webform in the Field Information section.
- The fields will vary depending on the Primary and Secondary modules you choose.
- Enter the label for uploading documents in the webform under the Upload Documents section.
- Click Save.
To learn more about creating a webform, click here.
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