CRM lead forms
Lead forms turn visitors of your website into people in your CRM. Open them under Settings > Lead forms (https://portal.qr-x.app/settings/crm/forms).
Who can use them
You need CRM access with the Forms manage permission. How many live forms you can have depends on your CRM plan.
The Lead forms page
Four cards show your live forms, the submissions and people created in the last 30 days, and how many submissions were blocked as spam. Below, a table lists every form with its state, number of fields, a 30 day trend and its last submission. Click a row to open the form. The icons open the public form, copy its link, edit or delete it.
Build a form
Click New form, or start from a template (Contact form, Demo request, Newsletter, Event sign-up) on the empty screen.
Name the form and choose its state: Draft, Live or Paused. Only Live forms accept submissions.
Add fields (short text, email, phone, long text, dropdown). Every form needs an Email or Phone field so a person can be created.
Write the consent text and the thank-you message, or send visitors to a web address after submitting.
Add the websites that may embed the form. Leave it empty to allow the hosted link only.
Keep the bot check and the honeypot on, and set how many submissions one visitor and the whole form may send per hour.
Choose how the new person is filed: relationship, lifecycle stage and owner.
Click Save form.
The preview on the right shows exactly what visitors see, on desktop or phone, including the thank-you step.
Share a form
Open the form and use Share. Copy the hosted link on portal.qr-x.app, copy the embed code for your own website, or download a QR code. Visitors cannot open a form that is Draft or Paused.
Submissions
The form page lists every submission with when it arrived, the outcome, the person and a detail. Filter by All, Accepted or Blocked. An accepted submission creates a new person or matches an existing person by email without overwriting protected fields. Blocked submissions (honeypot filled, bot check failed, too many attempts) never create a person. Visitors never see whether an email already existed.
Common problems
A visitor cannot open the form: check that the state is Live.
The form does not load on your website: add your website address under Where it can be used.
No person was created: make sure the form has an Email or Phone field and that the visitor ticked the consent box when consent is required.
When to contact QrX support
Contact QrX support if a Live form keeps showing errors or accepted submissions do not appear in the CRM.