January 1, 2023

How to create Lead Capture form in EspoCRM

In this detailed video tutorial, you’ll learn how to create a lead capture form in EspoCRM to easily collect and manage leads from your website. The video guides you through the step-by-step process of creating a form, including adding fields, customizing the layout, and setting up email notifications.

You’ll learn how to add different types of fields like text, radio, checkbox, select, email, and phone number fields, and how to customize the layout of the form using the built-in visual editor. The video also covers advanced features such as integrating with external services like MailChimp or Google Analytics and using conditional logic to tailor the form for specific audiences. This way you can create a form that best fits your needs and the needs of your leads.

Additionally, the video shows you how to set up email notifications, so you can receive an email every time a lead fills out your form. You will also learn how to view leads in EspoCRM, how to filter and sort them, and how to take actions on leads like creating a task or an opportunity.

By the end of the video, you’ll have a solid understanding of how to create a lead capture form in EspoCRM, and you will be able to set up your own form to collect leads from your website. This video is perfect for both beginners and advanced users looking to take their EspoCRM skills to the next level. So, whether you’re new to EspoCRM or looking to expand your knowledge, be sure to check out the video!

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