Contact Form Widget

The contact form widget adds a simple inquiry form to your website. Submissions are automatically created as leads in the CRM and routed to the appropriate team member.

Setup

Step 1: Configure Form Fields

1. Navigate to CRM > Widgets > Contact Form Widget
2. Define the fields for your form:

3. Add custom fields if needed (dropdown, text, checkbox)

Step 2: Configure Routing

Set up how inquiries are assigned:

• Default owner -- All submissions go to one team member
• Round-robin -- Distribute evenly across team members
• By subject -- Route based on the selected subject category

Step 3: Customize Appearance

Step 4: Get Embed Code

1. Click Generate Embed Code
2. Copy the HTML snippet
3. Paste it into your website

Embed Code Example

<div id="alpha-contact-widget"
     data-tenant-id="your-tenant-id"
     data-widget-id="your-widget-id">
</div>
<script src="https://your-domain.com/widgets/contact.js" async></script>

What Happens on Submission

1. Visitor fills in the form and clicks submit
2. A new lead is created in the CRM with:
   • Contact name, email, and phone
   • Message content as a note
   • Source tagged as "Contact Form"
3. The lead is assigned based on routing rules
4. The assigned team member receives a notification
5. The visitor sees the success message

Spam Prevention

The contact form widget includes built-in spam protection:

• Honeypot fields (hidden fields that bots fill in)
• Rate limiting per IP address
• Optional CAPTCHA integration

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