How to set up Webform in Krayin CRM?

Updated 27 June 2025

What is Webforms?

Webform is the process of capturing the user and visitor’s information from your website into your CRM. It is an HTML form on your webpage that lets your website visitors enter their information.

You can create and customize code-free web forms from scratch and embed them in your website or email to capture all the valuable leads. Let’s discuss, “How to set up Webform in Krayin CRM?

Use of Web form in CRM :

Web forms can be used for:

Note: You would able to see this new feature in our upcoming new release of Krayin CRM.

Creating the Webform in Krayin CRM:

To create a web form in Krayin CRM, first navigate to the Dashboard, then click on ‘Settings‘, where you’ll find the ‘Web Form‘ option.

How to set up Webform in Krayin CRM?

Then click on ‘Web Form‘ to view the list of existing forms, if any have been created.

How to set up Webform in Krayin CRM?

Click the “Create Webform” button at the top-right corner of the Webforms page to open the Webform Creation Form.
General section:

How to set up Webform in Krayin CRM?

You have two options under the Submit Success Action section:

How to set up Webform in Krayin CRM?

The “Create Lead” toggle button in the webform settings determines whether or not a form submission should automatically generate a lead in Krayin CRM—when enabled, each submission is stored as a lead record; when disabled, no lead is created from the submission.

Customise Webform: By using customization you can create the webform from scratch in Krayin CRM and you can use these web forms to effortlessly create, customize, and deploy forms on high-converting pages like sign-up, contact us, etc., without complex coding.

A self hosted CRM platform like Krayin, you can customize web forms with colors for background, titles, labels, and buttons.

How to set up Webform in Krayin CRM?

Add Form Attributes

Under the Attributes section, define what data you want to collect:

attribute

Save the Webform

After completing all required fields and customisation:

list-webform-2

Use of Filter in Webform: By using the filter you can easily find out your desired webform.

fillter-title-2

Edit and Delete the Webform :

Sometimes if you need to edit and delete the webform, you can perform those actions as well.

How to set up Webform in Krayin CRM?

Use Web Form Code to Embed

To embed web form code :

You need to go to Dashboard –> setting –> WebForms –> Edit Web Form, click on Embed there.

How to set up Webform in Krayin CRM?

After clicking on embed, one window will open now you have to fill in the Public URL and code snippet of the website as you can see in the below image.

embedd-2

Preview of Webform:

Here you can see the preview of the webform, for that you need to go to the Dashboard –> Settings –> WebForms –> Edit Web Form click on Preview.


webform-preview-1

Hope it will helpful for you or if you have any questions, queries or suggestions feel free to raise a ticket at: https://webkul.uvdesk.com/en/ or you can email us at [email protected]

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