Show the connection’s forms, then choose the form and the unit its records are saved in. The unit’s distribution rules then decide who gets each client.
Complete the field mapping; without it, no record is created.
5
Press Register & Save.
The form is registered under its name on the platform, and it’s added straight away as an option in the unit’s “Lead Form” field.
Form settings
Setting
What it does
Default
CRM Unit
Where records are created.
Required
Duplicate policy
What happens if the client already exists.
Create New Record
Match Fields
The fields duplicates are recognized by.
Email
Status
Deactivate pauses the form without deleting it.
Active
Who gets the form’s clients
New clients from the form go through the unit’s distribution rules, with their turns, working hours and capacity limits. To send one form’s clients to one employee, make a rule with a condition on the “Lead Form” field and that employee as its only assignee.
Pausing the form
To pause a form, choose Deactivate on it. A paused form doesn’t create records; its submissions are logged in Lead Entries with the status “Skipped”. There’s no way to delete a form; pausing is the option you have.
If something goes wrong
What you see
Why
What to do
A message that the form is already registered for this connection
You registered it before.
Open the existing form and edit it, instead of registering it again.
The form’s name shows as a number
The name couldn’t be fetched from the platform at registration.
It doesn’t affect how it works. The name is set at registration.
A real example
Shield Security Co.
The situation
The “Free fire extinguisher inspection” ad is handled by the corporate sales rep alone.
What they did
They registered the form on the “Maintenance Opportunities” unit.
They made a distribution rule with the condition “Lead Form equals Free fire extinguisher inspection”, and the sales rep as its only assignee.
The result
Every inspection request reaches her directly, while the forms for individuals stay with the general distribution rules.
A made-up company, to show the idea. The numbers are rounded.
Good to know
The same form can’t be registered twice on the same connection.
A form with no field mapping doesn’t create records.
