Effortlessly create online forms tailored to your needs!
Redefine Data Collection with Form Builders
What is a Form Builder?
Benefits of CRMOne’s Powerful Form Builder Feature
Craft Stunning Online Forms Effortlessly Without Coding
No need to be a tech guru – simply drag and drop elements, adjust layouts, and tweak themes to your heart’s content. Whether you need a simple contact form or a complex survey, we’ve got you covered with our collection of situation-specific templates.
Reach Every Corner with CRMOne’s Versatile Form Builder
Seamlessly captivate website visitors, encouraging them to share valuable insights. Leverage social media by sharing form links to a broader audience, or target specific groups through email campaigns. With CrmOne, collect data from every corner, and watch your connectivity thrive.
Empowering Your Forms With Automation
CrmOne’s Form Builder saves valuable time, ultimately leading to cost savings for your organization. By setting up automated workflows, you can trigger actions based on form submissions by assigning tasks, sending follow-up emails, or updating customer records automatically.
Supercharge Your Data With Analytical Insights
With CRMOne’s Form Builder, data collection and access become expeditious. As soon as a customer submits a form, the information is instantly synced to CrmOne database. Say hello to real-time insights, enabling you to make informed decisions for improved results.
Embrace Mobility With Mobile Forms For Unmatched Efficiency
Stay productive on-the-go with mobile-friendly forms. Whether you’re in the office or in the field, capture data effortlessly using your smartphone or tablet. Experience responsiveness for both iOS and Android, ensuring no valuable insights slip through the cracks.
Steps to build custom forms with CrmOne’s Form Builder
Select Form Type
Once you access the Form Builder, you’ll have the option to choose the type of form you want to create. CRMOne offers a variety of form templates, from which you can select the template that best suits your requirements.
Add Form Fields
Once you’ve chosen a template, you can start adding form fields. Customize the form by dragging and dropping the desired fields onto the form canvas. Common form fields include text boxes, dropdown menus, checkboxes, and more.
Customize Form Design
With CrmOne’s Form Builder, you can often modify the color scheme, choose appropriate font styles, and adjust the layout to create a professional and cohesive form that aligns with your branding.
Set Form Rules
You can also define certain conditions that trigger specific actions based on user input. For instance, you can create custom rules that display additional questions only if a user selects a specific option in a dropdown menu.
Configure Form Settings
Adjust the form settings to align with your requirements. Options may include setting up form notifications to receive email alerts, enabling spam protection, and determining what happens after a successful form submission.
Publish Your Form
Once you are satisfied, save your changes and publish the form. CrmOne offers various deployment options, such as generating an embed form on your website, sharing through email campaigns, or distributing on social media platforms.
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