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:
- Go to Tools > Forms
- Select the target module (Leads, Contacts, Tickets…)
- Choose the fields to include in the form
- Configure options (required fields, default values, redirect URL after submission)
- 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)
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 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.