Forms and lead capture

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Why forms matter

Forms are how new people find their way into Chorum. Someone fills in a form on your website or landing page, and Chorum creates a CRM lead (or a helpdesk ticket), notifies your team, and can add the person to a mailing list in the same step. No copying and pasting between systems.

See your forms

Go to Marketing, Content, Forms. The list shows each form's name, slug, where submissions come from (Source), whether it is active, how many submissions it has had and when it was last updated. A shield icon means the form also requires hCaptcha. Use the search box to find a form.

Create a form

  1. From Marketing, Content, Forms, choose the button to create a form. The form editor opens.
  2. Fill in the basics:
    • Name: for example "Contact us" or "Webinar sign-up".
    • Slug: generated from the name. It identifies the form, including in the WordPress shortcode [chorum_form slug="your-slug"].
    • Title and Description (optional): shown above the form.
    • Active: leave this on so the form accepts submissions.
  3. Add fields with Add Field. For each field set a Label, a Type (Text, Email, Phone, Text Area, Dropdown, Checkbox or File upload), optional Placeholder text, and whether it is Required. Dropdowns take one option per line.
  4. Use CRM Mapping on each field to say which CRM field it fills, such as name, email, phone or company. Always map the email field, because that is how Chorum recognises the person.
  5. Decide what happens after someone submits:
    • a success message shown on the page, for example "Thank you, we'll be in touch shortly", or
    • a redirect URL to send them to a thank you page instead.
  6. Add a notification email if someone should get an email for every submission.
  7. Choose what each submission creates: a CRM Lead (the default) or a Helpdesk Ticket. For tickets you can set the priority and who is notified.
  8. Save the form.

Add people to a mailing list

In the Mailing List Subscription section, choose a list under Subscribe to Mailing List. Then decide how consent works:

  • Show opt-in checkbox on form (GDPR-friendly): visitors are only subscribed if they tick the box. This is the recommended setting. You can change the wording with Opt-in Checkbox Label, for example "Send me the monthly newsletter".
  • With the checkbox turned off, everyone who submits is subscribed. Only do this if you have another legal basis to email them.

New subscribers show up on the list's Growth tab against this form. See Mailing lists and subscribers.

Put the form on your website

  • Chorum landing pages: add a form section to the page and pick your form. See Landing pages.
  • WordPress: install the Chorum Forms plugin, connect it to your Chorum workspace, and place the form with the shortcode [chorum_form slug="your-slug"].
  • Typeform, Jotform and other tools: keep using them and send their submissions to Chorum by webhook. Open the mailing list's Linked forms tab for the public URL and step by step setup for each tool.

You can also capture leads from social ads. See LinkedIn Lead Gen Forms and Meta (Facebook and Instagram) Lead Ads.

Spam protection

Every form has a hidden honeypot field that catches most bots without bothering real visitors. If spam still gets through, the form can also require hCaptcha on every submission (Require hCaptcha on every submission) where hCaptcha has been set up for your workspace.

Tips for forms that convert

  • Ask for as little as you need. Name and email is often enough for a first contact.
  • Say what happens next in the success message, for example "We'll email your guide in the next five minutes".
  • Test every form yourself after you publish it, and check the lead arrives in the CRM.

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