Creating Clients from Form Submissions in Agiled

Introduction

Agiled allows you to automate client creation using form submissions. This feature can help streamline your client onboarding process, ensuring all necessary information is collected efficiently and consistently.

Steps to Create Clients from Form Submissions

Creating a New Form

1. Click on the "Create New" button to start creating a new form.

2. Name the form, for example, "Get Started Form".

3. From the "Actions" dropdown menu, select "Create Client".

4. Choose to redirect the form to a custom URL after submission.

5. Assign a sales agent to the form, if desired.

6. Decide if you want to set an expiry date for the form.

7. Assign a workflow for the new clients.

Designing the Form

1. Add a heading for the form and customize its appearance as needed.

2. Add a text widget to provide instructions or information for the form submitters.

3. Add necessary fields like "First Name", "Last Name", and "Email". These fields are mandatory for client creation.

4. Map these fields to the corresponding CRM fields.

5. Add any other fields as necessary, and map them to custom fields in your CRM.

6. Add a submit button to the form.

Submitting the Form

1. Save the form and click on the "Share Form" button to get the form link.

2. Open the form link in another tab and fill out the form to test the client creation.

3. Check in your CRM contacts to ensure the new client has been added correctly.

FAQs

What fields are necessary for creating a client from form submission in Agiled?

The necessary fields for creating a client from form submissions are "First Name", "Last Name", and "Email".

Can I map form fields to custom fields in my CRM?

Yes, Agiled allows you to map form fields to custom fields in your CRM.

How can I assign a sales agent to a form?

When creating a form, you can assign a sales agent from the form creation page.