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Web to Lead — Functional Guide ​

  1. Introduction ​

The Web to Lead feature in Horilla CRM lets you capture leads directly from any external website. You can create a form inside the CRM, embed it on your website, and each submission automatically creates a Lead record — no login required.

  1. Access Web to Lead ​

    Go to Settings → Web to Lead to open the form builder.
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  2. Configure the Form ​

    Form Heading ​

  • Enter a Form Name (shown as the form title)
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    Select Fields ​

  • Click fields from the left panel to add them

  • Remove fields using the remove icon

  • The preview updates instantly
    Common fields:
    First Name, Last Name, Email, Phone,Company Name

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After Submission ​

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Choose what happens after form submission:

  • Success Message → Show a custom message on the same page

  • Return URL → Redirect to another page (like a thank-you page)

    Language ​

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Choose the form language:

  • English

  • Arabic

  • German

  • French

    Lead Owner ​

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  • Select a user

  • All captured leads will be assigned to this user

Form Color

  • Choose a Header Color to match your brand

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Save ​

  • Click Generate to apply the configuration

  1. Embed the Form ​

    After saving, a public URL is generated:
    https://yourdomain.com/leads/capture/\<form_id>/
    You can:

  • Share the link directly
  • Embed it using an <iframe> on your website

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How Lead Capture Works ​

When a visitor submits the form:

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  • A new Lead is created in Horilla CRM
  • Lead Source → automatically set to Website
  • Lead Status → set to the first active pipeline stage
  • Lead Owner → assigned based on form settings
  • User sees success message or gets redirected

Additional Recommendations ​

  • Keep the form simple; too many fields can reduce submissions
  • Use clear labels and required fields only when necessary
  • Match form design (colors, wording) with your website branding
  • Test the form after embedding to ensure proper lead creation
  • Regularly review captured leads to maintain data quality