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Web forms make it easy to capture information from your website and store it directly in Tribe CRM. Instead of manually entering contact requests or enquiries, you can automatically link submitted data to the right place in your CRM. This article explains what web forms are, how to create and test them, and how they differ from portals.
Table of Contents
What is a web form?
What types of web forms are available?
How do I create a web form?
How do I test a web form?
What is the difference between a web form and a portal?
What is a web form?
A web form is a form placed on your own website that visitors can fill in. By submitting a form, visitors perform an action—such as requesting contact or information—and leave their details behind.
With Tribe CRM, submitted data can be automatically processed and stored in the CRM. This eliminates manual data entry and ensures that customer information is immediately available in the right place.
What types of web forms are available?
Tribe CRM gives you full flexibility when creating web forms. There are no fixed templates—you decide what the form looks like and how it fits into your processes.
Examples include:
Contact forms, with basic fields such as name and email address
Request or enquiry forms, which are more detailed and ask visitors specific questions
You define both the fields shown on the form and what happens to the submitted data in Tribe CRM.
How do I create a web form?
Only administrators can create web forms. A complete web form consists of four parts:
Fields
Design
Automations
Website integration
Create a new form
Go to Configuration
Navigate to Forms
Click + Create your own form
Enter a form name (single and multiple)
Save using the checkmark
The form is now created.
Fields
Fields determine which data visitors must enter.
Open the Fields tab
Click + Add field
Enter a field name
Select the correct data type (for example: text, date, currency)
Note: If you add phone number or email fields, always use the corresponding data type to ensure proper data handling in Tribe CRM.
Save the field
Repeat for all required fields
Design
Next, place the fields on the form and format its layout.
Open the Design tab
Click the + button
Add an Element field
Select the correct field using the arrow in the element
Repeat until all fields are placed
Finally, add a Button element, which acts as the submit button.
You can also enable a sending confirmation for users after submission. This option is available next to the Design tab.
Automations
Automations ensure that submitted data is not only stored in the form, but also placed correctly within Tribe CRM—such as creating or updating relations, activities, or other records.
Because every organisation’s processes differ, there is no single standard automation setup. For guidance, see the article on workflow automations.
If you need help setting up automations, you can contact Tribe for training or personal coaching options.
Integrating the form with your website
To publish the form on your website:
Click the Share button at the top right of the form
Copy the form URL
You can choose between:
Link to form (page) – shows the form with a grey frame
Link to form (iframe) – embeds the form without a frame
Ask your web designer which option best fits your website.
How do I test a web form?
You can test a form either via your website or directly in Tribe CRM.
Open the form
Click the gear icon and disable configuration mode
Click + Add or the blue button
Enter test data and click Save
The data is now stored in the form and—if automations are set up correctly—also in the right place in Tribe CRM.
What is the difference between a web form and a portal?
The main difference lies in access:
Web forms are publicly accessible. Anyone visiting your website can submit a form without logging in.
Portals are private. Users must receive an invitation and log in before accessing portal functionality.
Both features serve different purposes and can complement each other depending on your workflow.