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

  1. 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
  2. specify the parameters of the object to be created (e.g. task priority, person assigned, etc.)
  3. 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:

  1. request for services
  2. customer support (creating "tickets")
  3. collecting feedback
  4. etc.

The completed form can already be followed up with another automated process via the automated process/workflow: How to create an automated process/workflow ๐Ÿ“บ

๐Ÿ’ก Learn how to work with web forms here ๐Ÿ‘‰ How to work with web forms?

We hope you like this new feature and it will help you work a little bit more efficiently.