---
title: Forms
description: "--- ## Introduction Kafinea's **forms** allow you to create public web forms that directly feed your database. A visitor or client can fill out an online form, and the data is automatically saved in the corresponding module (leads, contacts, tickets…).…"
url: "https://www.kafinea.com/en/help/automation/forms/"
updated: "2023-11-28"
category: Automation
---

# Forms

---

## Introduction

Kafinea's **forms** allow you to create public web forms that directly feed your database. A visitor or client can fill out an online form, and the data is automatically saved in the corresponding module (leads, contacts, tickets…). Form management is accessible via ***Tools > Forms***.

---

## 1. Create a Form

To create a form:

1. Go to ***Tools > Forms***
2. Select the target module (Leads, Contacts, Tickets…)
3. Choose the fields to include in the form
4. Configure options (required fields, default values, redirect URL after submission)
5. Generate the form's HTML code

The generated HTML code can be integrated into your website, a landing page, or any other online medium.

---

## 2. How it Works

When a visitor submits the form:

- A new record is created in the target module with the entered data
- The record can be automatically assigned to a user or group
- A notification can be sent to the relevant team (via a [workflow](https://www.kafinea.com/en/documentation/automation/workflows/))

> **Good to know**: Forms are protected against automated submissions (spam) thanks to integrated validation mechanisms.

---

## 3. Use Cases

- **Lead Generation**: contact form on your website that automatically creates a lead in Kafinea
- **Support Requests**: ticket creation form accessible to clients
- **Information Collection**: form for updating client contact details

---

## 4. Frequently asked questions

**Can the form be visually customized?**
 The generated HTML code can be styled with your own CSS to match your website's graphic charter.

**Can I receive a notification for each submission?**
 Yes, configure a [workflow](https://www.kafinea.com/en/documentation/automation/workflows/) on the target module to send an email notification when a record is created via the form.

**Are the data secure?**
 Forms use an HTTPS connection, and data is transmitted encrypted to your Kafinea instance.

---

## Related references 🔗

- [Leads](https://www.kafinea.com/en/documentation/marketing/leads/)
- [Tickets](https://www.kafinea.com/fr/documentation/support-client/les-tickets/)