Welcome to Web form, a powerful tool that helps you to collect public/non-public

information from promising startups to make better and faster decisions. The Zapflow web form lets the target companies or their advisors do the data entry for you. You can then migrate these data into your Zapflow CRM in just one click.

In this article, we will walk you through how to create a web form from A to Z.

Please note: To access, create and deploy a webform, you need to have Admin rights. In our premium plans (Pro, Pro +, Enterprise), you have the option to create multiple web forms for different purposes. For example, you can create a customized form for your public website, one for your intranet, and one for a specific event.

To create a new web form, click on "Company settings" in the top right corner, and choose "Web form settings".

Click on "Add new webentry form" on the top right and fill in the "Webentry name" (e.g., Web form 1). Then hit "Create".

First, choose the web form you want to configure from the drop-down list on the top menu (e.g., Web form 1).

Please note that each web form will have a unique URL

You have the possibility to set the web form up to your preferences.

First, give the form a descriptive name (note: this procedure is used internally). Choose as, set type, and align the web form with the background picture (left, center, or right).

Note: To check the impact of all settings at any time during the process, click “open full version".

Nex, choose the default deal owner, who will be responsible for receiving and reviewing deal candidates coming from this web form.

Then, select the logo and background images you wish to include in the web form, and enter the greeting & guidance text to be shown on the form. You also have the option to configure the colors to match your brand.

Next, select what types of documents can be submitted. We recommend allowing only pdf-formatted files.

If you want visitors to send a message when submitting the form, enable the “You message to us” option. Similarly, you may collect email opt-ins.

To embed the webform in an iframe (e.g., on a specific page within your website). Enable the embed option and copy the embedded code to the clipboard. Send this code to your website administrator, and they will be able to publish the form.

Finally, before configuring the data to be collected, edit the privacy policy statement (if necessary) or add the URL where your privacy policy can be found.

In our premium plans, you can also remove the Zapflow branding from your web form.

Once completed, you can take the next step and start configuring the collected data.

There are generally three categories of the question - Company information, Proposed deal information and Contact information.

To add appropriate questions, please click on "Select fields", and choose the relevant fields. Remember to hit "Save" after you finished the task.

It's important to distinguish the "Mapped field name" and the "Question". Only the "Question" will be displayed on your web form and you can change it to best suit your preference. The "Mapped field name" doesn't appear on the web form. These are the fields that work on the back end to help organize and migrate the submitted data in your CRM database if you decide to approve the deal.

(Tips: if you don't see the desired field, it's probably because it isn't activated. In this case, please go to "Company settings" and activate the field of your choice).

You can also make some fields/questions mandatory by ticking on the mandatory section. By doing so, the customers won't be able to submit the form as long as they haven't entered the mandatory data. If you want to remove a question, simply click “x.”

Once you have chosen all necessary fields/questions, you have the option to preview your web form by clicking on "Preview main page".

When someone submits information, they’re directed to a “Thank you” page.

Include your selected heading, draft the thank you page message you wish to be shown and, add a URL if you decide to direct the visitors to a specific location.

And that's it. Your web form is ready.

Every team has its own unique address for the web form. As Admin, you can find it in the Top banner > Company Settings.

Navigate to "Web form settings" and choose the web form you want to use. There you can find the unique URL of your web form.

Many of our customers choose to embed their web form address in their email signatures, company websites, and even in LinkedIn profiles. This is a great way to help potential companies reach out to you, as well as add structure to your deal data with less effort, as they are doing all the data entry for you.

If you need any help or guidance, feel free to book a time with our support team (support@zapflow.com), we are always happy to help! For more tips and guides regarding all our Zapflow features check our other Help Center articles.