With the latest Web Forms updates in AiEngage CRM, you can capture UTM parameters, map lead sources, and label submissions based on the campaign, page, or channel that generated them.

🆕 Features

Create Web Forms for Lead Capture

Create dedicated web forms for different lead-capture use cases such as Contact Us, Request a Demo, Talk to Sales, Request a Consultation, or General Enquiry. While creating the form, define the form name, URL slug, description, target CRM module, form fields, settings, notifications, and final preview before publishing it. Each submission can create a record in the selected CRM module, helping your team capture website enquiries directly inside AiEngage CRM instead of managing them separately.

Learn more about creating Web Forms

Notify Your Team and Auto-Respond to Web Form Submissions

Notify the record owner or selected team members whenever a new form submission comes in, and automatically send a confirmation email to the person who submitted the form. You can notify the record owner instantly, add additional notification recipients, use system-generated or custom email templates, and choose the email field used for the auto-response.

Learn more about Web Form notifications and auto-response emails

View, Review & Manage Web Form Submissions

Track every web form submission from one place and see exactly what each visitor submitted. The Submissions page gives you a clear view of Total, Pending, Approved, and Rejected entries — open any submission to review the full details, approve or reject entries when approval is enabled, and keep a record of every form response for future reference. Approved submissions can create records in the selected CRM module, helping your team keep lead data organized while filtering out unwanted or incomplete submissions.

Learn more about managing Web Form submissions

Track UTM Source Information With Contacts

A lead may have filled out your form, but your team still needs to know — did they come from Meta Ads, Google, an email campaign, or a partner link? Web Form submissions can now retain UTM tracking information with the Contact record, so the marketing context stays connected with the lead inside the CRM. Instead of seeing only “New Contact Created”, your team gets a better idea of where that contact actually came from.

❤️ Why You’ll Love It

• Know Where Leads Come From: keep UTM source and campaign information connected with CRM contacts.

• Track Meeting Intent: understand which marketing sources are generating actual meeting bookings.

• Reduce Manual Data Entry: let form submissions create structured CRM records automatically.

• Keep Marketing and Sales Context Together: give sales teams the acquisition context behind the person they are speaking with.

• Create Purpose-Built Forms: build separate forms for demos, consultations, contact requests, and other lead-capture flows.

🎯 Use Cases

• Book a Demo Forms: capture prospect details and meeting intent directly from your website.

• Paid Campaign Tracking: see which Meta or Google campaign generated a contact or meeting request.

• Landing Page Attribution: keep UTM information attached when visitors submit a campaign-specific form.

• Sales Follow-Up: give sales reps both the contact details and source context before they reach out.

• Campaign-to-Meeting Tracking: identify which campaigns are driving people beyond a lead submission and into booked conversations.

For more details on enabling and using this feature, visit our Help Center or contact our support team.