Popup form for website: leads from any button straight to CRM

A popup form for website is what you need when a “Call me back” or “Get the price list” button is there but has no form behind it. Without a form, the button leads to an email address or phone number, and some visitors leave without sharing their contact details. And a form built by a developer usually sends requests to an inbox, where they get lost among other emails.

A popup form is a window with fields that opens on top of the page when a visitor clicks a button and sends the request straight to your CRM. The “Website form widget” section builds such a form in a couple of minutes: a title, fields, a button and a thank-you window. All your site needs is a link on the button.

Watch the two-minute video, and below you'll find the step-by-step setup.

Why businesses need a form on a button

• A clinic, salon or car service. The “Book now” button opens a form with “Name”, “Phone”, “Service” and “Preferred date”. The administrator calls back with a time slot already in mind.
• An online school. “Get the course syllabus”: name, phone, email and a “Course” field. A voice bot calls back on the fresh request while the person is still on the page.
• Real estate. Each button gets its own form: “Get floor plans”, “Find an apartment” with budget and district, “Book a viewing”.
• Lawyers, renovation, B2B. “Request a quote” with “Company” and “Comment” fields, and the thank-you window promises a call back within 15 minutes.
• A landing page on Tilda or WordPress. The form link goes into the button's link field in the site builder, so no separate form block is needed on the page.

How the website form widget works

The form is opened by the account code on your site, the same code the widget uses. You install it once in “Website integration”, and it works when the project's widget is created and not paused.

Each form has its own link: the site address, a “#” sign and the form name in Latin letters. The link is built from the “Name” field, with non-Latin letters transliterated: a form named “Callback” gets an address ending in callback. A visitor clicks a button with this link, fills in the fields, and the request arrives in the project's CRM, with the answers going straight into the lead card.

How to make a popup form for website: step by step

1. 1
   Check the code on your site

   “How to show on the site” → “Website forms markup”: in “Website integration”, the status should be “Code found”.
2. 2
   Create a form

   Click “Add form” and enter a “Name”, for example “Call me back”. Visitors don't see it.
3. 3
   Set the window texts

   A “Title” of up to 80 characters and a “Description” of up to 150, while “Window width” is 200 to 3000 px, 700 by default.
4. 4
   Build the fields

   In “Form fields”, keep the ones you need, remove the rest with the cross, and “+ Add a field” adds a field from your CRM.
5. 5
   Set up the button and the thank-you window

   “Button text”, “Button color”, then “Title” and “Description” in the “After the form is sent” block.
6. 6
   Save and copy the link

   Click “Save”, then the copy icon next to the link in the list. Paste it into the button on your site and send a test request.

CRM fields and the thank-you window

Besides “Name”, “Phone” and “Email”, you can add lead card fields of the “Text”, “Date”, “Number” and “List” types: city, service, budget, preferred date. The client fills them in, so the manager doesn't need to ask again. You reorder fields by dragging, and the “Hint inside the field” is the grey text in an empty field. If the field you need is missing, create it among your custom fields in CRM and reload the forms page.

After submitting, the visitor sees a thank-you window with your title and description. Instead of a generic “Your request has been received”, write a specific promise, such as “We'll call you back in 5 minutes”. People wait for the call and are more likely to pick up. The editor has a “Preview” on the right with a “Form” and “After submit” switch.

How to put the form on a website button

You copy the form link from the list with the icon next to it, through the ⚙ menu → “Copy form link”, or at the bottom of the editor. In Tilda, WordPress and other site builders, you paste it into the button's link field like any address.

If nobody can edit the site, you can link the button right from your account. In “Website integration”, click “Open the site for markup”, choose the “Popup on button” mode, click the button on the page and pick the form in “Which form to open”. How markup works is explained in the article website form to CRM.

Why the popup form doesn't open on your site

• There is no code on the site, or the code belongs to another project: “Check the code” in “Website integration” should show “Code found”.
• The project's widget is paused: when the balance is below zero or the plan has expired, the code shows nothing.
• The link on the button is outdated: the form was renamed or deleted.
• The site wasn't published after the button was edited.
• The code loads forms after the first mouse move, scroll or tap, so the very first click may not work; click again.

Read also: Contact widget for website, Website form to CRM, Lead generation quiz