Web Forms & Lead Capture

What web forms are in AI Engage CRM, how they turn website visitors into CRM records, the target-module concept, and where to find them.

Create a lead-capture web form in AI Engage CRM with the four-step builder — Basic Information, Form Fields, Settings & Notifications, and Preview.

How to add and configure fields on an AI Engage CRM web form — the Available Fields palette, labels, placeholders, help text, required fields, and hidden fields with default values.

Configure an AI Engage CRM web form — form title and submit button, success message vs redirect URL, require approval, record ownership, and CAPTCHA bot protection.

Set up submission notifications and auto-response emails for AI Engage CRM web forms — notify the record owner, add extra alert emails, and send a confirmation to the submitter.

Publish an AI Engage CRM web form and share it four ways — a direct public link, a JavaScript embed snippet, an iFrame, or raw HTML.

View and manage AI Engage CRM web form submissions — the per-form Submissions page, Total/Pending/Approved/Rejected stats, submission details, and the approval workflow.

Connect an AI Engage CRM web form to a workflow so every submission triggers an automatic follow-up — welcome email, owner assignment, and a follow-up task.

Reuse an existing web form as a starting point — duplicate it in one click, then rename, tweak, and publish the copy.

Let visitors attach files and photos to a web form — résumés, documents, product images — with per-file size limits and instant upload.