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Webforms

Create a webform for your website that integrates directly with WorkflowMax allowing you to directly capture leads and customer information into WorkflowMax.

How it works​

  1. Subscribe to the ZeetaMax Webform module and configure your webform.
  2. Deploy the generated webform code on your website. Webform user flow
  3. When a user submits the form, the data is sent to ZeetaMax and checked for spam etc.
  4. Data is sent to WorkflowMax and a new contact, client, lead, or job is created based on the configuration.

Webform user flow

Features​

  • Customizable - Choose which fields to include in your webform.
  • Automatic Design - Integrate the generated code into your website to automatically inherit the design styles.
  • Designer Friendly - Work with your website designer for fine-tuning the webform on your website.
  • Spam Protection - ZeetaMax uses advanced spam protection to ensure that only legitimate leads are sent to WorkflowMax.
  • Client Creation - Automatically create new clients in WorkflowMax when a prospect submits the form.
  • Contact Creation - Automatically create new contacts in WorkflowMax when a prospect submits the form.
  • Automatic Lead Creation - Automatically create new leads in WorkflowMax when a prospect submits the form.
  • Job Creation - Automatically create a new job in WorkflowMax when a prospect submits the form. (Optional)
  • Email Responses - Automatically send an email response to the prospect when they submit the form.
  • Reporting - View reports on the number of leads captured and other statistics.

Future Features

These are features that are planned for the future. If you have a feature request, or are interested to find out more about the upcoming features, please let us know by contacting us at hello@zeetamax.com.

  • Email Notifications - Automatically send email notifications to your team when a new lead is captured.
  • Custom Fields - Add custom fields to your webform to capture additional information.