Web to Lead Forms

Web-to-lead forms capture visitor submissions from your marketing site and create Lead records in DevPremier CRM — no manual entry required.

Under Marketing → Form Fields (/office/formfield), define inputs for your public capture forms.

• Field types include text, email, phone, textarea, select, and submit button.
• Use Bootstrap-style classes (e.g. form-control, grid columns) for layout.
• Always add a submit field type so the form can post data.

Create a form under Marketing → Lead capture (/office/web_forms) or Marketing → New capture form (/office/create_form) and copy the generated iframe embed code into your website.

1. Set form heading, note, and return URL (thank-you page after submit).
2. Paste iframe on any HTML page or CMS block.
3. Submissions create leads with mapped field values.
4. Review new leads under Leads → list (filter by web form source if configured).

Latest builder behavior in the current codebase:

• Lead capture forms live under the Marketing sidebar group (requires Office permissions).
• Submit button is field-driven: add a submit field in Form Fields to render the form submit action.
• Custom submit labels are supported by naming the submit field label/value.
• Attribution tracking fields (UTM, Channel, drilldowns, landing page, referrer) are available in the builder palette and auto-seeded via AttributerFormFieldsSeeder.
• Embedded iframe styling follows the generated form HTML and assigned CSS classes for each field.

For workflow automation and default lead source settings, see the sections below.

Each capture form stores a workflow JSON block that controls what happens after a visitor submits. Configure it in the form builder under After submit — CRM workflow.

• Assign to — default lead owner.
• Default pipeline and Pipeline stage — place new leads on a Kanban pipeline.
• Tags — apply one or more lead tags.
• Duplicate leads — create new lead, update existing (matched by email or phone), or ignore submission.
• Thank you page — show an inline success message or redirect to a custom URL.
• Notify assigned owner and Notify manager (optional manager email).
• Send auto-reply email — subject and body with {{first_name}} placeholder.
• Create follow-up task — title and due-in-days offset.

The builder shows a live journey preview as you adjust workflow settings.

Add hidden attribution fields from the Marketing attribution palette in the form builder. Recommended fields include UTM Source/Medium/Campaign/Term/Content, Channel drilldowns, Landing Page, HTTP Referrer, Current URL, and First Visit Timestamp.

The bundled crm-attribution-tracker.js script can populate these fields automatically on the embedded form. After submit, values are stored on the lead and visible in the read-only Marketing Attribution section on lead detail.

The journey preview card summarizes each step: form submit → create lead → assign owner → pipeline → capture attribution → tags → notifications → thank-you page.

When creating or editing a capture form, set Default lead source on the form settings panel. This value is embedded as a hidden lead_source_id in the public form.

If the visitor’s submission also includes utm_source, the CRM may override the default by matching an active lead source’s utm_source_map. Explicit form default applies when no UTM match is found.

Align UTM maps on Leads → Lead Sources with your ad platform tagging for accurate channel reporting.