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    Creating a Form

    Build a form that you can embed on a website to capture lead information directly into the CRM.

    For: Admin and Marketing Users
    Time: 10 minutes

    Instructions

    1

    Navigate to Forms

    Click "Sites" in the left menu, then "Forms" at the top, and select "Builder". Click "Add Form".

    [SCREENSHOT NEEDED: Forms Builder menu]

    2

    Drag and Drop Fields

    Drag standard fields like First Name, Email, and Phone from the left menu onto the form canvas. You can also drag in Custom Fields if you need specific data.

    [SCREENSHOT NEEDED: Form builder drag and drop interface]

    3

    Style the Form

    Click the "Styles" tab on the right to change colors, button text, and layout.
    4

    Integrate the Form

    Click "Integrate" at the top right to get the embed code for an external website, or simply save it to use in a COFFEE CRM funnel page.

    [SCREENSHOT NEEDED: Form integration options]

    What Success Looks Like

    • The form is saved and ready to be placed on a webpage.
    Last updated: 10/1/2026