Form Builder Create Custom Forms, Integrate with Websites, Synchronize with CRM

In today's digital transformation era, effectively collecting and managing customer information is key to sustainable business growth. However, many businesses still face difficulties due to the need to use multiple tools, complex integrations with third-party platforms, or even hiring programmers to build data collection forms. This is not only costly but also makes operational processes cumbersome and difficult to control.

GTG CRM understands these difficulties and offers a comprehensive solution with its integrated Form Builder feature. You can create professional information collection forms yourself and integrate them directly into your website without needing to know a single line of code. All customer information entered into the form will automatically synchronize with the GTG CRM system, allowing for centralized management and significant time savings.

What problems does GTG CRM help you solve?

GTG CRM's Form Builder feature is specifically designed to address common pain points businesses face when collecting customer information. Instead of registering and using third-party form services like Google Forms or Typeform and then manually entering the data into your CRM system, you can now do it all with a single tool.

The system allows you to customize forms to meet your business needs, from selecting the information fields to collect, arranging the layout, adjusting colors, to integrating them into any website you are using. Whether you are using WordPress, Shopify, WIX, or your own platforms built with React or Next.js, GTG CRM forms can integrate seamlessly.

Specifically, all customer information entered into the form will be automatically stored in the Contacts section of GTG CRM, along with full details such as name, email, and phone number. You don't need to copy-paste or manually enter anything, saving time and minimizing errors during data entry.

Key Features of the Form Builder

GTG CRM's Form Builder boasts superior features that allow you to easily create professional data collection forms in minutes. The intuitive drag-and-drop interface lets you easily add, delete, and rearrange information fields without any programming knowledge. You can adjust the width of each field to create an attractive layout that suits your website design.

The system fully supports all essential CRM data fields, including first name, last name, email, phone number, and many other custom fields. Each field you create will be directly mapped to contact information fields in GTG CRM, ensuring accurate and structured data storage.

In terms of design, you can customize the form's colors to match your business's brand. From background color and text color to button color, everything can be adjusted to your liking. This helps your form look professional and harmonize with the overall website design.

After completing the form, GTG CRM provides several methods for integrating it into your website. You can choose to use Script embed code, iframe, or a shareable link. In particular, the shareable link allows you to send it directly via social networks like Facebook and Zalo so customers can fill out the information without having to visit your website.

The most outstanding feature is the ability to automatically synchronize data. As soon as a customer fills in all the information and clicks the submit button, the data is immediately stored in the GTG CRM system. You can view the new contact list, check the details of each customer, and start taking care of them right away.

Additionally, GTG CRM provides detailed analytics tools to help you track form performance. You can view total submissions, conversion rates, and other key metrics to evaluate the effectiveness of your customer data collection campaign.

Benefits of Using GTG CRM's Form Builder

Save significant time and costs by eliminating the need for third-party form services or hiring programmers. Everything you need is readily available in GTG CRM, from form creation tools to customer data management systems.

Data is automatically and instantly synchronized, allowing you to react quickly to new leads. No more waiting or manual data entry; all information is updated immediately into the CRM system.

Manage all customer information centrally in a single location. You can easily look up, categorize, and provide systematic and professional customer service.

Track the performance of your lead generation campaigns using built-in analytics tools. You'll know your conversion rates, the number of leads generated, and can make optimal decisions for your marketing campaigns.

It integrates seamlessly with all types of websites, from popular platforms like WordPress, Shopify, and WIX to custom-built websites. With just a few simple steps, your form can work on any website.

Important Note

When creating forms, make sure to select the correct data field types corresponding to the information you want to collect. Incorrect field mapping can cause data to not be saved in the correct location within the CRM system.

Before officially deploying the form, always test it by filling in the information and checking that the data is being saved correctly in GTG CRM. This helps you detect and fix technical issues as early as possible.

With GTG CRM's Form Builder, collecting and managing customer information has never been easier. You can confidently create professional forms, integrate them into your website, and start collecting leads today without any programming knowledge.