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.
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.

Features

• Customizable Fields - Choose which WorkflowMax fields to include and mark them as required or optional.
• Drag-and-drop Layout - Arrange fields in any order and rename labels to suit your audience.
• AI-Generated Titles - Automatically generate lead, job, and task titles from the visitor's message using AI.
• Field Value Copying - Map a single form input to multiple WorkflowMax fields (e.g. one phone number populates both client and contact records).
• Default Values - Set backend defaults for leads, jobs, and tasks that you don't want to expose to visitors.
• Customizable Appearance - Configure colours, fonts, border radius, and button text, or inherit styles from your website automatically.
• Live Preview - See exactly how your form will look as you configure it.
• Spam Protection - AI-powered spam detection ensures only legitimate submissions reach WorkflowMax.
• Client & Contact Creation - Automatically create new clients and contacts in WorkflowMax on submission.
• Lead Creation - Automatically create a new lead in WorkflowMax on submission. (Optional)
• Job & Task Creation - Automatically create a job and task in WorkflowMax on submission. (Optional)
• Email Confirmation - Automatically send a confirmation email to the prospect on submission.
• Staff Notifications - Automatically notify a team member by email when a new submission arrives.
• Two Embed Options - Add the form to your website via a JavaScript snippet, or share it as a standalone hosted link.