Скачать или смотреть How to Set Up Web Forms in Freshsales [2025 Guide]

How to Set Up Web Forms in Freshsales

In this video, we show you exactly how to set up web forms in Freshsales to capture lead information directly from your website and automatically populate your CRM database. We guide you through navigating the form builder, customizing fields, and generating the necessary embed code for deployment on your site.

Setting up web forms efficiently in Freshsales is critical for automating lead generation, eliminating manual data entry, and ensuring immediate follow-up by the sales team as soon as a form is submitted. We discuss the importance of mapping the form fields accurately to the corresponding CRM properties and utilizing the submission settings to trigger relevant automation workflows or notifications.

Technical Specs: Software: Freshsales; Feature: Lead Capture & Web Forms

Freshsales, how to set up web forms in Freshsales, Freshsales web form tutorial, create lead capture form Freshsales, Freshsales form builder, embed web form Freshsales, website lead generation, Freshsales automation, lead capture form setup, CRM web forms, freshsales features, form field mapping, sales lead capture, marketing automation, freshworks crm