You can now create your own web form directly in Caflou and either place it on your website (via iframe) or use a unique url link.
When creating a form
- you choose whether to 1) create a company, 2) create a project, 3) create a task, or 4) create a comment after the form is submitted
- specify the parameters of the object to be created (e.g. task priority, person assigned, etc.)
- you define the form fields and how to use them in Caflou (e.g. whether the answer is entered as company/lead name, project deadlines, budget, attachment, etc.)
There are many ways to use these, but what typical scenarios might be, for example:
- request for services
- customer support (creating "tickets")
- collecting feedback
The completed form can already be followed up with another automated process via the automated process/workflow: How to create an automated process/workflow 📺
💡 Learn how to work with web forms here 👉 How to work with web forms?
We hope you like this new feature and it will help you work a little bit more efficiently.