Leads and advertising
How to create a web form
Connecting the form on your website to MetoCRM so submissions arrive as leads.
Where to find it
Ads AutomationWeb Forms
If the contact form on your website is not connected to MetoCRM, submissions land in a mailbox and wait there. The web form integration turns each one straight into a lead — with its source, its campaign and a timestamp.
The connection is made through the form's URL; you do not have to change your website's stack.
Before you start
- The full URL of the page the form lives on.
- A decision on which team will pick up submissions from this form.
Step by step
- Click the Contact Forms button under Leads in the menu on the left.
- On the opened page click the Add button in the upper right corner.
- On the opened page After filling in the fields, click the Save button below.
- Click the Edit button to make changes to the Web Form.
- If you want to delete the Web Form, click on the arrow next to Edit and click the Delete button.
Tips and common mistakes
- Tip Send a test submission from your own site after connecting and confirm it appears in the lead list. A form that is live but untested is the most common cause of silent lead loss.
- Tip If you run separate landing pages per campaign, register each as its own web form — it is the only way to measure which page brings patients.
Frequently asked questions
My form runs on a custom stack. Will it still connect?
In most cases yes. For more involved setups you can use the API and webhooks.
Does a submission become a patient card or a lead?
Your choice: save it directly as a customer, or hold it in the lead list for manual conversion.
How do I keep spam out?
Use a captcha and required-field validation on your form. The cheapest filter is the one that runs before anything reaches MetoCRM.