Webforms

Capture New Leads & Update Existing Customer Data - Seamlessly

In a busy CRM environment, capturing new leads is only half the story. You also need to gather additional information—like updated contact details, missing documents, or preferences—from existing customers. Origami’s Webforms for CRM make both tasks easy. A no-code builder lets you create versatile forms that create brand-new leads or enhance existing records with fresh data—all without juggling separate systems.

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Key Highlights

Instant Lead Creation

Embed or share a public form for inbound leads. Submissions flow directly into your CRM with auto-assigned owners.

Record Updates for Customers

Send a form link to existing clients when you need updated billing details, additional KYC documents, or to renew a contract. Their input automatically updates the CRM record—no manual reentry required.

Dynamic Fields & Validation

Ensure data accuracy (e.g., correct phone/email formats) and restrict certain fields based on user permissions.

File Upload & E-Signatures

Collect attachments (like NDAs, ID scans) and let customers digitally sign forms right in the CRM workflow.

Automation-Ready

Trigger post-submission actions (e.g., email confirmations, task assignments, or next-step notifications) whenever new or updated data arrives.

Why It Matters

Keep Customer Profiles Accurate:

Over time, contact info, requirements, or compliance docs may change. Webforms let clients self-service these updates.

Shorten Sales & Support Cycles

No more emailing attachments or chasing missing info. Reps see all new details in one place.

Enhance Customer Experience:

A quick link to a user-friendly webform saves your clients from confusing back-and-forth emails—and boosts satisfaction.

Real-World Use Cases

Lead Capture on Your Website

Prospects fill in a “Request a Quote” form. A new CRM record is created, complete with lead source info, region, and product interest.

Existing Client Data Refresh

A returning customer’s contact has changed roles. Send a webform link to update their project preferences, upload new contracts, or confirm addresses—all saved to the existing record.

Renewal & Upsell Requests

For contract renewals, share a pre-filled form that pulls current CRM data. The customer only adds missing details or signs electronically, updating the same record with no extra steps.

Collect smarter. Update faster. Try Origami Webforms!

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