Web Forms & Lead Capture

Overview

ZenTraq provides embeddable web forms that capture leads directly from your website into the CRM — no manual data entry needed.

Setting Up Web Forms

Creating a Form Widget

1. Go to Settings → Web Forms / Widget Settings
2. Click + Create Widget Key
3. Configure:
   • Widget Name — Identifier (e.g., "Homepage Contact Form")
   • Allowed Domain — Your website URL (e.g., www.yourcompany.com)
   • Auto-create Lead — Automatically create a lead on form submission
   • Default Lead Owner — Who gets assigned new leads
   • Default Lead Source — Source tag (e.g., "Website")
   • Notification Settings:
     • Email notification to agent
     • WhatsApp notification to agent
4. Click Generate Key
5. Copy the embed code

Embedding on Your Website

Add the script to your website's HTML (before </body>):

<script 
  src="https://app.zentraq.in/widget/form.js"
  data-widget-key="YOUR_WIDGET_KEY"
  data-position="bottom-right"
></script>

Or use the iframe embed for a standalone form page:

<iframe 
  src="https://app.zentraq.in/widget/form/YOUR_WIDGET_KEY"
  width="100%" 
  height="500"
  frameborder="0"
></iframe>

Form Fields

Default Fields Captured

• First Name
• Last Name
• Email
• Phone/Mobile
• Message/Inquiry

Custom Form Fields

Add additional fields to capture:

• Budget range
• Product/service interest
• Company name
• Preferred contact time
• Any custom field defined in your CRM

What Happens When a Form is Submitted

1. Lead Created in ZenTraq with all form data
2. Owner Assigned (based on widget settings or round-robin)
3. Source Tagged — "Website" or your configured source
4. Notifications Sent — Email/WhatsApp to assigned agent
5. Thank You shown to the visitor (customizable)
6. Auto-reply email sent to the visitor (if configured)

Form Customization

Appearance

• Match your website's brand colors
• Position: Bottom-right, Bottom-left, Center popup
• Button text: "Contact Us", "Get a Quote", "Book a Demo"
• Success message after submission

Behavior

• Auto-open after X seconds on page
• Show only on specific pages
• Mobile-friendly responsive design
• CAPTCHA protection against spam

Multiple Forms

Create different forms for different purposes:

• Homepage — General inquiry form
• Product Page — Product-specific inquiry with pre-filled interest
• Landing Page — Campaign-specific form with UTM tracking
• Contact Us — Detailed form with all fields

Each form gets its own Widget Key and settings.

Lead Routing

Configure how captured leads are distributed:

• Fixed assignment — All leads go to one person
• Round-robin — Rotates among team members
• By territory — Based on visitor's location/input
• By product — Based on selected interest

Tracking & Analytics

Track form performance:

• Total submissions per form
• Conversion rate (visitors → submissions)
• Top sources (which pages generate most leads)
• Response time (how fast agents follow up)

Duplicate Handling

When a form submission matches an existing lead (by email or phone):

• Update existing — Adds new info to the existing lead
• Create activity — Logs a new inquiry on the existing lead
• Notify owner — Alerts the assigned rep of renewed interest

Integration with Google Ads / Facebook

Track ad campaign effectiveness:

• UTM parameters captured automatically (utm_source, utm_medium, utm_campaign)
• Lead source shows which campaign brought them
• ROI calculation per campaign in Reports

Tips

• Keep forms short — Name + Phone + Email is enough for initial capture
• Add to every page — More touchpoints = more leads
• Set up instant notifications — Respond within 5 minutes for best conversion
• A/B test — Try different form positions and fields
• Monitor spam — Enable CAPTCHA if you get bot submissions
• Track UTMs — Always use UTM parameters in ad campaigns