Forms

PrimoCRM forms capture new contacts from your site. When someone submits a form, PrimoCRM creates or updates their contact record and can add them to lists, apply tags, and start automations.

On the Free plan you can create up to 10 forms. Pro removes the cap.

Building a form

1. Go to Forms then Create Form.
2. Drag fields onto the canvas. Set each field’s label, whether it is required, and which contact field it maps to. See Field Types.
3. Configure what happens on submit: which list to add to, which tags to apply, and the confirmation message or redirect.
4. Save.

Email is the one field a lead-capture form needs. Everything else is optional and should be kept to what you truly need, because every field you ask for lowers completion.

Placing a form on your site

Embed a form with its shortcode, or add it through your page builder. Submissions flow straight into your CRM.

What happens on submit

• A contact is created, or matched by email and updated. Existing data is enriched rather than blindly overwritten.
• The configured lists and tags are applied.
• Any automation using the PrimoCRM form submitted trigger runs.
• The submitter sees your confirmation message or is redirected.

Field mapping

Each input maps to a contact field so the data lands in the right place. Map the email input to the contact email, name inputs to first and last name, and any other input to a custom field. Unmapped inputs can still be stored, but mapping is what makes the data usable for segmentation and personalization.

Spam and integrity

Forms include submission safeguards to reduce spam and abuse. You can also add a CAPTCHA. See Spam Protection. Because submissions write to your contact database, expose only the fields you actually need.

Other form plugins

If you already collect leads with Contact Form 7, WPForms, or Fluent Forms, you do not have to rebuild them. Those submissions can trigger automations directly. See Triggers and Actions.

Building an integration for a different form plugin? PrimoCRM exposes a public extension point for exactly this: register an automation trigger that hooks your form’s submit event and creates or updates a contact. See Extending PrimoCRM.