Update: The web forms feature has been updated with several important improvements. A summary of the improvements is provided in the video below:

To begin creating a new web form, navigate to Manage > Web Forms > Manage Web Forms, and click on the New Web Form button:

A popup window appears where you can select the form's options. 

Enter the form name and select the Fillable Web Form type. Then select the remaining required settings marked with a red asterisk and click Add:

Here is a description of the available settings:

• Form Type: Select 'Fillable Web Form' or 'Landing Page'. 
• Form Sender:  Emails sent from the static web form share option will be sent from this user.
• Form Template: Select a form template to start building your form with, or choose blank form to build the form from scratch. 
• Notification Email Template: This is the email template that will be sent to users that are selected in the 'Notify User(s) of Form Submission' field. Leave blank if you don't wish to send notifications out.
• Send Form Via Email Template: This is the email template that will be used to send the web form link to the client when the web form is generated from the lead page. 
• Submitted Form Email Template: This is the email template that is sent to the client who submits the form. 
• Notify User(s) of Form Submission: Select users that will receive an email notification for each web form submission.
• Confirmation page: Select the confirmation page to show to the user after the form is submitted (either a custom confirmation page created in the CRM, and external confirmation page, or the e-signature confirmation page). 
• Active Form: Activates or deactivates the web form. 
• E-Signature Documents: Select the e-signature document(s) that will be generated for the client after they submit the web form. 
• Lead Status: Select the lead status that the new leads created from this form will be saved in.
• Lead Group: Select the lead group that the new leads created from this form will be assigned to.
• Lead Source: Select the lead source that the new leads created from this form will be assigned to.
• Lead Campaign: Select the lead campaign that the new leads created from this form will be assigned to.
• Auto Import Inbound Leads: When enabled, a new lead record is automatically created using the form data. If this is not enabled, the lead goes into the Manage Incoming Data queue. More info: Web Forms - Incoming Data Page
• Merge Duplicates: When enabled, newly received leads from the form will be validated against your existing leads using the phone number and email fields to check for duplicates. If the CRM identifies a duplicate, a new lead will not be created from the submitted form, but it will be merged into the existing lead record that was found and update the lead fields with the data from the form. You can select whether or not you want the status, users, and campaign and source from the form to overwrite the values on the existing lead record.
• User (every): Select users to be auto assigned to every new lead created from this form.
• User (round-robin): Select users to be auto assigned to new leads created from this form using the round robin method to rotate the lead assignment between the selected users.
• Custom Property: If your administrator enabled custom properties on your lead then you can select the property that will be assigned to the lead after the form submission. 

Once the new web form has been added, you can manage the form settings again at any time using the three shortcuts in the web form's title row:

The shortcuts allow you to perform one of the following actions (in order):

• Delete the web form
• Manage access permissions for form editing
• Copy the form link

To begin working on the form you can use the shortcuts in the form's description row:

The shortcuts allow you to perform the following actions:

• Duplicate the form
• Manage form links. More info: Web Forms - Manage Defaults and Custom URLs
• Edit the form settings (such as the form name, notification settings, e-signature settings, etc.)
• Build the web form using a WYSIWYG editor
• Open and preview the web form in a new tab

Building the Web Form

To start building the web form click the Edit Form Fields button on the web form:

The web form builder now opens up with three sections, including the Form Widgets, the Web Form area, and the Lead:

To start building the web form, move a desired widget from the form widgets section into the web form area.

In the below example, we added the Section widget to the web form:

We can now proceed to add the  lead fields to the section by moving them from the Lead.

In the below example, we renamed the section to 'Company Information', and added the 'Company Name' field to the section:

The lead fields added to the web form are mapped automatically, so that the information received from a submitted web form will appear in the appropriate lead fields automatically.

If the lead fields are mapped to an e-signature document, then the e-signature document will also be automatically populated with the information received from the web from. 

You can now proceed to add more widgets and lead fields to your form and finish building the form. 

Once your form is completed, head back to the web form management page and click Open to preview the live version of the form: