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Customers book themselves
The form has date and time fields: people say when a meeting or a consult works for them, instead of waiting for a manager to ask.
Integrations · Online forms
Online forms and meeting booking in the CRM
Build a form, send the link — the customer leaves a request or a meeting time. The card appears in the CRM. Managers stop copying data from chat.
Included in the plan
What you get inside the CRM
Straight into the funnel
Submit creates a lead with a source, a funnel, and the card fields. No one retypes the name and phone.
Fields that match your process
Name, phone, email, lists, date and time, text, number — the same fields as on your card. The customer does not fill in extras.
A link, no developer
The form opens from a link: in a chat, on Instagram, on the site, or in a campaign. A separate tool like Google Forms is not needed.
How to connect
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1
Create a form in the CRM and add the fields you need.
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2
Set the funnel, status, and source for the leads.
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3
Copy the link and send it to the customer or put it on the site.
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4
Send a test request and check that the card appears in the funnel.
If something does not work — we will connect it for you during the free trial.
Other integrations
Connect Online forms to the CRM free for 14 days
We will open full access, help set up the integration, and show the system on your processes.
Workspace opens immediately · 14 days free · no card