Integrations

Website form to CRM: connect your forms without a developer

Website form to CRM without a developer: code on your site, form fields marked with a click or auto-markup, and a test lead. Video and step-by-step setup.

Updated Nov 3 10 min read 23 views

In short

Website form to CRM integration means leads from your site's forms come into the CRM by themselves: you add one code to the site and mark the form fields with the mouse or auto-markup, no developer needed. Open “Settings” → “Integrations” → “Website integration”, click “Open the site for markup” and submit a test lead.

Without a website form to CRM connection, leads from the site land in the owner's inbox and get lost among other emails. A manager finds out about them hours later, and by then the client has gone to a competitor. Such a lead never enters the funnel: the AI voice bot won't pick it up, the auto-funnel won't fire, and the ads won't get credit for it.

The “Website integration” section solves this without a developer. Website form to CRM integration is a connection where the data from a form creates a lead in your account by itself. You put one code on the site and show with the mouse which form field is the name and which is the phone number or email. After that, every form submission appears in the CRM by itself, with the client's contacts and the visit source. This works for forms on any website builder or CMS, such as Tilda, WordPress or 1C-Bitrix, and on custom-built websites.

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

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Why businesses need form leads in their CRM right away

Online school. A “Sign up for the webinar” form with a “Course” list: the name, phone number and course go into the card. The AI voice bot calls back a fresh lead within seconds.
Clinic, salon, car service. Until the “Submit” buttons on the site are marked, the contact comes into the CRM as soon as it's typed. The administrator calls back those who entered a phone number and left the page.
Real estate. Auto-markup finds forms on different pages and in popups by itself. “Budget” and “District” go into the lead card fields.
B2B sales. A “Request a quote” form with “Company” and “Tax ID” fields. Auto-markup offers to create the missing CRM fields, and the manager gets a lead with the company details.

Client case

An apartment renovation studio in Novosibirsk with a WordPress website. The problem: leads were getting lost in email. Before: three forms sent emails to the owner, the manager saw them 2–3 hours later, and roughly one lead in five never got a call. What we did: the code on the site, auto-markup of the forms, and an auto-funnel that connects a manager with the client right after the request. Result: not a single lead is left without a call, and contacts from abandoned forms bring several more clients a month.

How website CRM integration works

The “Website form markup” page has three steps: “Site address and code”, “Form markup” and “Test lead”. The “Open the site for markup” button takes you to the “Site markup” page: your site in full screen with the markup panel above it.

The markup window opens a copy of the page. Forms in it aren't submitted, and site visitors don't notice anything. The code for the site is the same as for the website widget. It works only if the project's widget is created in “Widgets” and isn't paused. Along with the lead, the code passes the visit data: the source, the ad campaign and UTM tags, which are labels in the link that show which ad it was.

Three steps to get website form leads into your CRM

How to connect website forms to your CRM

1
Check the widget
The project must have a widget created and saved in “Widgets”.
2
Enter the page address
In step 1, enter the address of the page with the form and click “Check the code”.
3
Install the code
If it says “Code not found”, the “Install the code on the site” window opens. Click “Copy” and paste the code on every page before the closing </body> tag. On a website builder, the code goes into the site settings, in the block for custom HTML code. Or enter an email in the “Send to the developer” block, and the developer will get the code with instructions. Then click “Check again”.
4
Open the site for markup
When the status is “Code found”, click “Open the site for markup” in step 2.
5
Mark up the forms
Click ✨ “Auto-markup”. Or choose “Capture data” in the “Mode” list and click the form fields. In the window, pick the field in the “What field is it?” list and click “Save”.
6
Test with a lead
A few minutes later, submit a test lead on the real site. Go back with the “Back to form markup” arrow and click “Check” in step 3.

Changed a form on the site? Open the site for markup again, delete the old rows in “Marked” and mark up the form again. Forms can be marked up by the main account and by employees with the “Access to the settings section” flag and the “CRM settings” right in the current project.

Automatic website form markup

The ✨ button looks through up to ten pages of the site, starting with the open one. It opens windows with forms by itself, guesses the fields and submit buttons, and finds phone numbers. Then it asks “When to send leads to CRM?”: “Right while typing” or “Only by the ‘Submit’ button”. If there's no suitable field in the CRM, auto-markup offers to create it. At the end, the “Auto-markup: check what is found” window opens: untick the forms you don't need and click “Mark”.

By default, it doesn't mark calculators and filters that have no phone, email or name field, so there are no “empty” leads.

Auto-markup found the website forms and phone numbers

Sending leads to CRM while typing or by the “Submit” button

Until at least one “Submit” button is marked on the site, the contact goes to the CRM as soon as it's typed, even if the visitor didn't click the button.

As soon as at least one button is marked, the whole site switches to buttons. A form without its own marked button stops sending leads. The account marks the buttons of the other marked forms on that page by itself, but check forms on other pages separately.

How to test a website form with a test lead

Submit the test lead on the real site in a regular browser tab: forms aren't sent from the markup window. After marking up, wait a few minutes, since the site applies the changes with a delay, and open the page again. Fill in each marked form in turn, and on a site that works by buttons, be sure to click “Submit”. Step 3 “Test lead” counts all leads from the site's forms for all time, so check whether the new one arrived in “Leads”: the card's “Statistics” tab shows which form it came from.

Phone numbers, extra blocks and popup forms

“Replace number” — mark a number on the site, and website call tracking will show a substitute number in its place.
“Hide element” hides an extra block, and “Ignore data” keeps a phone-like field from being sent to the CRM.
“Popup on button” makes a site button open a form from the “Website form widget” section.

Marking a website form field for the CRM manually

Important

When the balance is negative or the plan has expired, the code on the site does nothing, and leads from forms stop coming in. Turn on autopayment and balance alerts. Collecting website leads is included in the “CRM + Telephony + Automation” plan and higher. The markup itself is free and unlimited in the number of forms and fields.

Frequently asked questions

Can I connect WordPress or 1C-Bitrix website forms to the CRM?

Yes, and no developer is needed. The code goes into the site settings, in the block for custom HTML code, and the forms are marked up with the mouse in the same way. Tilda forms are marked up the same way too, and for Tilda and Flexbe you can also get Tilda leads to CRM through a direct integration via the builder's webhook, but you usually don't need it.

Why does it say “Code not found” when the code is installed?

The check looks only at the specified page and searches for the code in its HTML. It may not see code added through a tag manager. “Another project's code” means the site has the code of another project in your account: replace it with the code from the window.

Why aren't website leads coming into the CRM if the code is found?

Check that the project's widget is created in “Widgets”, the balance isn't negative, and the forms are marked up. If the site works by buttons, every form must have its button marked.

How much does it cost to connect website leads to the CRM?

Collecting website leads is included in the “CRM + Telephony + Automation” plan and higher. The markup itself is free and unlimited in the number of forms and fields.

Why doesn't a drop-down option get into the lead?

The CRM list field has no value with the same name. Click “Match values” and add or rename the options.

Why is there no phone number in the website lead notification?

Until “Submit” buttons are marked on the site, a lead is created right while the visitor types: if they enter an email first, the notification goes out at once, still without a phone number. Look for the phone number typed later in the lead card. To get the whole request into the CRM at once, mark the “Submit” button.

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