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Form Builder in Agile CRM

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The document provides a comprehensive guide on using the Form Builder feature in Agile CRM to create custom web forms for websites. It explains how visitor information is captured and converted into contacts within the CRM, detailing the steps to create, customize, and implement web forms. Additionally, it covers tagging contacts from specific forms and triggering campaigns upon form submissions.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The easiest way to modify Form Builder in Agile CRM in PDF format online

Ease of Setup

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Ease of Use

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Adjusting documents with our comprehensive and user-friendly PDF editor is simple. Follow the instructions below to fill out Form Builder in Agile CRM online quickly and easily:

Log in to your account. Log in with your email and password or create a free account to try the product before upgrading the subscription.
Upload a form. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Form Builder in Agile CRM. Effortlessly add and highlight text, insert images, checkmarks, and signs, drop new fillable areas, and rearrange or delete pages from your paperwork.
Get the Form Builder in Agile CRM accomplished. Download your adjusted document, export it to the cloud, print it from the editor, or share it with other participants via a Shareable link or as an email attachment.

Make the most of DocHub, the most straightforward editor to quickly handle your paperwork online!

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the agile methodology of CRM?

Agile methodology fosters collaboration between IT teams, business stakeholders, and end-users. Regular engagement with end-users throughout the implementation process ensures that the CRM system is intuitive, aligned with their daily workflows, and optimized for user satisfaction.

What does the form builder do?

About the form builder Youll use it to design, build, translate, and share your signup form. You can also use the form builder to edit other emails and messages that are part of the signup process, like the confirmation thank you page and Final Welcome Email.

What is form building software?

This is where an online form builder comes in. An online form builder is a web application software that creates and manages online forms.

What is the function of form builder?

Form Builder Web interface with drag and drop functionality. Adaptive layout. Built-in form validation or optional external validation. Built-in web components based on React Suite library. Easy integration of custom components. Export form to JSON and import form from JSON. Powerful internationalization.

What is FormBuilder used for?

FormBuilder can be used to create online registration and payment processing components for workshops, camps, conferences, and other types of events.

What is a form builder in construction?

Concrete Form Builders construct and repair building frameworks and forms made from wood and other materials. Concrete Form Builders typically do the following: Follow blueprints and building plans to meet the needs of clients. Measure, cut, or shape wood, metal, and other materials.

What is a form builder software?

A form builder software is an application developed to specifically cater to your business needs, like creating and managing online forms. This software comes with a drag-and-drop interface and various flexible tools required to make changes in the forms.

Get the up-to-date Form Builder in Agile CRM 2025 now

Here's how it works