🧩 Use Case

When visitors land on your website, they often hesitate to reach out without a clear and structured way to express interest.

This module provides customizable web forms embedded in key pages to guide users to submit relevant information based on their intent—such as requesting a quote, booking a demo, or contacting your team.

✅ Core Components

Feature Module / Description
Web Forms Embed forms on landing pages, service pages, or pop-ups
Conditional Fields Show dynamic questions based on user input
CRM Integration Auto-save form submissions to lead database
Workflow Trigger Start workflows instantly after form submission
Tagging System Apply tags based on form type or answers

🔁 Automation Flow Example

[User visits landing page → Sees embedded form]
    ↓
[Fills out form with service type and budget info]
    ↓
[Submission triggers confirmation message + email]
    ↓
[Lead is added to CRM with tags: service-type, budget-range]
    ↓
[Assigned to sales rep → follow-up workflow starts]

💡 Value to Clients

🛠 Setup Instructions

  1. Create and customize a web form based on the business goal
  2. Add conditional logic to adapt questions dynamically
  3. Embed the form on key pages using iframe or widget code