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Smart CRM User Guide
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Embed a form and map CRM fields

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Yes to both. A public form can be embedded on any website with a copy-paste snippet, and — if the CRM module is enabled — the form builder has a CRM Mapping tab that turns submission answers into Lead and/or Customer records automatically.

Embedding a form on your website

  1. Open the form in the Forms module and go to its Share tab.
  2. Turn on Enable public link. This gives the form a public, no-login URL.
  3. Under Embed on your website, copy the snippet (an <iframe> plus a small script).
  4. Paste the snippet into your website's HTML wherever the form should appear.

The embedded form auto-resizes to fit its content — no fixed height to guess, and it shrinks back down if the visitor lands on a short "Thanks, submitted!" confirmation after a long form. Each embed snippet is tied to that one form (its own element id), so a page can embed several different forms without them interfering with each other.

Mapping a form to Leads and/or Customers

This needs the CRM module enabled — if it isn't, the form builder won't show the CRM tab.

  1. Open the form in the builder and go to the CRM Mapping tab.
  2. Add a block for each CRM record you want created/updated from this form: a Lead block, a Customer block, or both.
  3. For each block, pick a match strategy — this decides whether a repeat submitter updates their existing record or a duplicate gets created:
    • Match by email or Match by phone — look for an existing record with that value first.
    • Match by name + email (Customers only) — a stricter match.
    • Always create new — skip matching and create a fresh record every time.
  4. Map each form field to a destination on the record — name, email, phone, notes, and (for Customers) segment — or to one of your CRM's custom fields.
  5. Save. From then on, every submission runs through the mapping and creates/updates the matched Lead/Customer.

What happens to fields you don't map

Every answer on every submission is always saved in full as part of the form's raw submission record, visible under the form's All Entries list — mapped or not, and whether or not CRM mapping is even configured. Mapping only controls what additionally gets copied onto the Lead/Customer record. Nothing is discarded because it wasn't mapped.