HTML Forms

[paulyili]

HTML Forms

Ability to create a form that we can embed on a website to generate leads or support tickers or contact form.

Functionality

A basic form builder where you select existing objects from the current models and lay them out in the order you want.

e.g for a lead generation, you would select

Name (people)
Email (people)
Phone (people)
Company Name (company) creates a company and links them for the person (b2b)
some extra fields of dropdowns / selections.
Note (people) for notes or other data like a contact form.

Html to embed to website

the form itself should be very basic / generic styling. some styling options in the builder? button colour, or a simple CSS text input for custom styling?

Why do we need the forms?

Sure, there are heaps of form plugins for WordPress, or other websites. But you need to get them firing webhooks to Zapier, n8n etc, work some magic and send it to twenty.
Not overly difficult for some, but it could be out of scope for a lot of other people.

It's a common feature in a lot of other CRMs like hubspot for example.

[FelixMalfait]

Duplicate of #10991 I think. I agree it'd be nice! Not on the short-term roadmap unfortunately, more something for next year most likely

[kervinpierre]

Initial proposal (subject revision after feedback): embeddable-forms-design.md

I'm interested in working on this feature, as it's required for my use. The embedded forms are used for onboarding/potential leads. The forms can be fairly long and for compliance purposes, email avoided as much as possible.

It would be helpful to me if someone on the dev team would give an overview of how they would like this feature implemented for anyone interested in taking a stab at this.

I'm new to Twenty, but I am assuming that this feature would be some sought of custom rendering of workflow forms that can be embedded in 3rd-party sites? I've used this feature in other popular CRMs and got the sense it wasn't much more than that at the core.

[FelixMalfait]

Hey @kervinpierre we're working on the Apps framework which should be stable by mid-april. We'll have "public domains" so that logic functions can be served on public routes (ex a marketing website/domain) so it should be possible to create apps easily for that soon. I'd recommend waiting for mid-April/end-of April because this will really be game changer. Happy to reconnect and guide you then!

[FelixMalfait]

Closing to regroup everything on #207