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Creating Lead Forms and Adding Them to Your Website in "Edara CRM"

Last updated: November 12, 2026

Your company puts a page on its website or an ad on social media, and interested people leave their names and numbers. If that data arrives in an email or a sheet, someone on the team has to copy it by hand, a customer ready to buy may wait too long for an answer, or a name gets lost on the way.

With "Edara CRM" you design the form yourself and put it on your website or send its link, and every submission lands straight in your leads list with its source. With a different form for each campaign or channel, you know where every lead came from.

Follow the Steps

You find the forms under "Settings" → "Sales setup" → "Lead forms", with the "Your lead forms" list showing each form's name, slug, number of fields, creation date and status.

Creating a form

Start with one form for each purpose, like "Contact us" for the website page or "Request a quote" for an ad campaign:

  • Choose "Settings" from the side menu, then "Lead forms" under "Sales setup".
  • Click "New form".
  • In the "Create lead form" window, type the "Name" and click "Create".

The message "Form created ✓" appears, and the form is added to "Your lead forms" as "Active". The slug becomes part of the form's public URL, and uses lowercase letters, digits and hyphens only.

Choosing the form's fields

Every field in the form fills a field in the lead's details, so the name lands in the name field and the phone in the phone field with no copying by hand:

  • Click "Edit fields" in the form's row, and the form builder opens.
  • Click "Add field", and under "Lead field" choose the field the answer fills. The list has the "Lead fields" and your custom fields, and each field is used once in the form.
  • Type the "Label" the visitor sees and a "Placeholder" for text boxes, and tick "Required" if the visitor must answer.
  • Order the fields with "Move up" and "Move down", and remove any field with "Remove".
  • Click "Save".

The field itself decides how it shows: an email box, a phone box, a dropdown for a choice field, or a date picker. "Preview" next to the fields shows the form as you edit, and the top of the builder says "Unsaved changes" until you save, so visitors don't see your changes before you save. To see the page as visitors do, click "Open in new tab".

To fill a field without asking the visitor, tick "Hidden, with a fixed value" and choose the "Value". The "Source" field is always hidden: every lead from the form gets the source you choose, and so is the "Source label" field, which shows on every lead from the form instead of the form's name.

Note: To know which campaign or salesperson every lead came from, give each one its own form and choose a different "Source" in each form. Add the sources first under "Settings" → "Sales setup" → "Lead Sources".

Putting the form on your website

After saving, share the form from the "Share this form" section at the bottom of the builder in one of two ways:

  • Open the form from "Edit fields", and scroll down to "Share this form".
  • To send visitors to a hosted page, click "Copy" next to "Public URL", and share the link in your ad or message.
  • To show the form inside your website, click "Copy snippet" under "Embed snippet", and paste it into your site's HTML where you want the form to show.

The embed snippet picks up the UTM values from the page link automatically. Every submission lands in "Leads" as a new lead, with the source "Web form" and the form's name as the source label, unless the form sets its own source. All the visitor's answers are kept under "Form answers" on the lead.

Deactivating, renaming or deleting a form

From the form's row in "Your lead forms":

  • "Deactivate": stops the form from taking submissions, and "Activate" turns it back on.
  • "Rename": changes the form's name and slug. Changing the slug changes the public URL, so update the link wherever you posted it.
  • Deleting: asks "Delete this form?", and the leads that came from it stay in your list.

Important Things to Know

Try It Yourself

Sample data — it doesn't affect any real data. Click "New form" and create a form, or open "Contact us" from "Edit fields", add a field and save.

You May Be Wondering

Do I need a developer to put the form on my website?
No. Copy the "Public URL" and share it as it is, or paste the "Embed snippet" into the page you want on your website.
Where do form submissions show?
In "Leads", as a new lead for every submission, with the visitor's answers under "Form answers".
Why don't visitors see the field I added?
Changes show to visitors only after "Save". Make sure the top of the builder says "All changes saved".
Are the leads deleted if I delete the form?
No, the leads that came from the form stay in "Leads". If you only want to stop submissions for a while, click "Deactivate".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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