Forms

Forms let you collect Leads or Deals directly from your website without writing any code. You can create public forms, embed them on your website, and automatically create CRM records whenever someone submits a response.

Forms are ideal for contact pages, demo requests, quote requests, event registrations, and any scenario where you want website visitors to enter information directly into Frappe CRM.

Create a Form

To create a new form:

1. Go to Settings > Forms.
2. Click New.
3. Enter a form title.
4. Select whether submissions create a Lead or a Deal.
5. Specify the form route.
6. Click Create Form.

The route becomes the public URL for the form (/crm-form/your-route). By default, it is generated from the form title but can be customized at any time.

Build the Form Layout

The Form Builder uses a drag-and-drop interface, allowing you to create forms without writing code.

You can organize the form using:

• Sections — Group related fields together with custom section titles.
• Fields — Add any Lead or Deal field to your form.
• Drag & Drop — Reorder sections and fields easily.

Configure Fields

Each field can be customized with:

• Required — Makes the field mandatory.
• Placeholder — Displays example text inside the input.
• Description — Shows helpful instructions below the field.

Fields can also be removed or reordered whenever needed.

Preview the Form

Use the Preview option to test the form before publishing.

Preview mode lets you:

• See the form exactly as visitors will.
• Test field validation.
• Review the success message.
• Return to editing at any time.

No records are created while using Preview mode.

Configure Form Settings

The Settings tab allows you to customize how the form behaves.

• Route — Public URL slug.
• Maps To — Choose whether submissions create Leads or Deals.
• Submit Button Label — Customize the button text.
• Success Message — Message shown after successful submission.
• Redirect URL — Redirect visitors to another page after submission.

Publish the Form

Enable the Publish toggle to make the form publicly accessible.

Before publishing, ensure all hidden required fields have default values assigned.

If a form is unpublished:

• Visitors cannot access it.
• The form configuration remains unchanged.
• You can continue editing and previewing it.

Share or Embed the Form

Once published, open the Share tab to distribute your form.

You can choose from:

• Public Link — Share the hosted form URL.
• Embed Code — Copy an iframe snippet to embed the form into your website.
• Allowed Domains — Restrict which websites are allowed to embed the form.

Leave the Allowed Domains list empty to allow embedding only from your CRM’s own domain.

Advanced Customization

For advanced customization, open the form in the Desk interface by navigating to Desk > Web Form.

The Desk view allows additional customization such as:

• Custom CSS
• Banner images
• Advanced layouts
• Additional web form configuration

Best Practices

• Keep forms short to improve submission rates.
• Only request information that is necessary.
• Use clear section headings to organize longer forms.
• Set default values for hidden required fields before publishing.
• Test the form using Preview before sharing it publicly.
• Embed forms on landing pages to capture leads automatically.