A contact form is a crucial tool for collecting leads, inquiries, and customer feedback. TWIM CRM makes it easy to create, customize, and embed contact forms on your website or funnels. Follow this step-by-step guide to create a contact form in TWIM CRM.

Step 1: Navigate to the Form Builder

Log in to your TWIM CRM account.
Navigate to the correct client’s account (aka sub-account)
In the left-hand menu, click on Sites → Forms.
Click the + Create New Form button to start a new form.

Step 2: Add Form Fields (optional)

Drag and drop the required fields from the Form Elements section, for example Full Name, Email, Phone Number, Message/Custom Text Area, etc. If you need additional fields, use: Custom Fields to collect unique data. Dropdowns, checkboxes, or radio buttons for specific options. You can also rearrange fields as needed by dragging them into the desired order.

For the sake of this example we will use “query” as a field on the contact form.

Step 3: Customize Form Settings (Optional)

Notifications

You can setup notifications via email for yourself & also for the leads that fill your form

Form Style & Design:

Click the Styles tab to adjust the form’s background, text color, and spacing.

Toggle Full Width for responsive design.

Form Actions:

Under Settings, choose what happens after submission: Show a Thank You Message (Enter a custom message) or Redirect to Another Page (Enter a URL). Youi can also Trigger a Workflow or Automation (e.g., Send a follow-up email)

Step 4: Save & Embed the Form

Click Save Form once satisfied.

Click the Integrate Form button to get embedding options

With these steps, you’ll have a fully functional contact form in TWIM CRM, ready to capture leads and engage with prospects. ?

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