myCRMSIM Support Center | How to Create and Use Lead Capture Forms in myCRMSIM

How to Create and Use Lead Capture Forms in myCRMSIM

Overview

Lead Capture Forms let you collect contact details directly from your website. When a visitor submits a form, myCRMSIM automatically creates or updates their contact record, records the submission, and can trigger an automation workflow for instant follow-up — such as a thank-you SMS, a nurture sequence, or a tag applied to the contact.
What happens when a visitor submits a form:

Visitor fills in their details on your website (name, email, phone, and any custom fields)
A contact is created (or updated) in your workspace
The submission is recorded against the contact with a timestamp and the page URL
Any connected automation workflow fires automatically
You can view all submissions inside myCRMSIM under the form's Submissions tab

Step 1 — Go to Lead Capture

Log in to myCRMSIM at app.mycrmsim.com
In the left sidebar under Workspace, click Lead Capture
The Forms tab is selected by default — this is where all your forms live
Click + New Form to open the form builder

How to Create and Use Lead Capture Forms in myCRMSIM, screenshot 1

Step 2 — Build Your Form Fields

The form builder opens with three default fields already added: First Name, Email (required), and Phone Number. You can customise these and add more.

Adding Fields

Click Add Field to see all available field types:

Field Type	What it Captures
First Name	Visitor's first name
Last Name	Visitor's last name
Email	Email address (validated format)
Phone Number	Mobile number (validated format)
Message / Text	Free-text input or textarea
Select / Dropdown	A choice from a predefined list
Checkbox	A yes/no tick box
Custom Fields	Any custom contact fields you have defined in your workspace

Note: Every form must include at least one of Email or Phone Number. You cannot save a form without at least one of these — they are how myCRMSIM identifies and deduplicates contacts.

Field Options

For each field you can:

Add a label and placeholder text
Toggle Required on or off
Drag fields to reorder them
Click the remove icon to delete a field

Fields already added to the form disappear from the Add Field menu to prevent duplicates.

How to Create and Use Lead Capture Forms in myCRMSIM, screenshot 2

Step 3 — Configure Form Settings

Click the Settings tab in the builder to configure the following:

Setting	What it Does	Example
Form name	Internal name — only visible to you in the dashboard	Homepage Lead Form
Form title	Heading shown to visitors at the top of the form	Get in Touch
Description	Short text shown below the title	Fill in your details and we'll be in touch shortly.
Submit button text	Label on the submit button	Send Message, Get Started
After submission	Choose: show a thank-you message, or redirect to a URL	Thanks! We'll be in touch.
Tags	One or more tags automatically applied to every contact who submits	website-lead, homepage-form
Allowed websites	Restrict form submissions to specific domains only	yoursite.com — leave empty to allow all
Daily submission limit	Cap the number of submissions per day	Default is unlimited

Tip: Use tags to segment your leads. For example, a form on your pricing page could tag contacts as pricing-interest so you can target them with a specific follow-up sequence.

How to Create and Use Lead Capture Forms in myCRMSIM, screenshot 3

Step 4 — Save the Form

Make sure the Active toggle is turned ON
Click Create Form
You will be redirected to the Forms list where your new form appears with a submission count of 0.

How to Create and Use Lead Capture Forms in myCRMSIM, screenshot 4

Step 5 — Get the Embed Code

On the Forms list, find your form and click the embed icon (< >) in the Actions column
A modal appears with two options:

Option A — Embed on your website (recommended)
Copy the script snippet and paste it into the <head> or just before the closing </body> tag of your webpage:
HTML
<script src="https://backend.mysmsgateway.app/embed/forms.js" data-form="YOUR_FORM_ID" async></script>
The form will render automatically inside an iframe on your page. The iframe height adjusts to fit the form content — no scrollbars, no empty space.
Option B — Share a direct link
Copy the direct URL (e.g. https://backend.mysmsgateway.app/f/YOUR_FORM_SLUG) and share it directly — by email, SMS, or social media. The form opens as a standalone page.
Note: Each form has a unique ID in the embed code. Do not mix up embed codes from different forms.

How to Create and Use Lead Capture Forms in myCRMSIM, screenshot 5

Step 6 — Test Your Form

Before going live, test the form end-to-end:

Open your website (or paste the embed code into a test HTML page)
Fill in a test name, email address, and phone number
Click the submit button
Check that:

The thank-you message appears (or the page redirects) ✅
A new contact appears in myCRMSIM → Contacts ✅
The submission appears in myCRMSIM → Lead Capture → Forms → Submissions ✅
The contact's Notes section shows: "Submitted form: [form name]" ✅

How to Create and Use Lead Capture Forms in myCRMSIM, screenshot 6

Viewing Submissions

To see all submissions for a form:

Go to Lead Capture → Forms
Click the form name to open it
Click the Submissions tab

Each submission row shows:

The contact name and whether they were a New contact or an Updated existing contact
The submitted field values (expandable)
The page URL the form was submitted from
The date and time of submission

Click the contact link in any row to go directly to that contact's detail page.

How to Create and Use Lead Capture Forms in myCRMSIM, screenshot 7

Managing Your Forms

From the Forms list you can:

Action	How
Edit	Click the form name to reopen the builder
Toggle ON/OFF	Use the Active switch to pause a form without deleting it. Visitors see "Form unavailable" when it is off
Get embed code	Click the < > icon to copy the embed script or direct link
Delete	Click the delete icon — the form and its public URL are permanently removed

Note: Turning a form OFF means new submissions will be blocked with a "Form unavailable" message. Existing submissions and contacts are not affected.

How to Create and Use Lead Capture Forms in myCRMSIM, screenshot 8

Connecting to Automations

Once your form is live, you can trigger automations whenever someone submits it using the Form Submitted trigger.

How the Form Submitted Trigger Works

When a visitor submits your form, myCRMSIM fires a Form Submitted event. This event carries the contact's data so your workflow can act on it immediately — tagging the contact, sending a follow-up SMS, adding them to a pipeline, and more.

Setting Up a Form Submitted Workflow

Go to Automations in the left sidebar
Click New Workflow
In the trigger palette, find Form Submitted under Triggers
Click the trigger to open its properties panel
Choose one of two options:

Option	When to Use
Specific form	Workflow fires only when the selected form is submitted — useful when different forms need different follow-up sequences
Any form	Workflow fires for every form submission in your workspace

Add your actions after the trigger. Common examples:

Action	What it Does
Add Tag	Tag the contact (e.g. new-lead, form-submitted)
Send SMS	Send an immediate follow-up message to the contact
Add to Pipeline	Move the contact into a sales pipeline stage
Assign to Team Member	Route the lead to a specific person
Send Internal Notification	Alert your team that a new form lead came in

Click Save and make sure the workflow is set to Active

How to Create and Use Lead Capture Forms in myCRMSIM, screenshot 9

What Happens When Both Triggers Apply

If a visitor submits a form for the first time (new contact), two triggers can fire together:

Contact Created — fires because a new contact was created
Form Submitted — fires because a form was submitted

If the same visitor submits again (existing contact), Contact Updated fires instead of Contact Created, but Form Submitted fires again for the new submission.

If the Automations Backend is Unavailable

The Form Submitted trigger is fire-and-forget — if the automations service is temporarily unavailable, the visitor's contact and submission are still saved correctly. The trigger logs a warning but the form experience is never affected.

How Contact Deduplication Works

myCRMSIM is smart about avoiding duplicate contacts:

Scenario	What Happens
New email submitted	New contact created
Same email submitted again	Existing contact updated — no duplicate
Same phone submitted (no email)	Matched by phone — existing contact updated
Optional field left empty	Existing value on the contact is never overwritten by a blank submission
Email matches one contact, phone matches another	Matched by email (email takes priority)

Frequently Asked Questions

1. Can I have multiple forms for different pages?
Yes. Create a separate form for each page or use case. Each form gets its own embed code, tracks submissions independently, and can trigger a different automation workflow.
2. Can I add custom fields to my form?
Yes. Any custom contact fields you have defined in your workspace (under Contacts → Custom Fields) will appear in the Add Field menu inside the form builder.
3. What if a visitor submits without an email or phone number?
The form will not submit — at least one of Email or Phone Number is required on every form. This ensures every submission can be matched to a contact.
4. Can I restrict the form to my website only?
Yes. Enter your domain in the Allowed websites field under Settings. Submissions from any other domain will be blocked with a 403 error.
5. Does the form work on mobile?
Yes. The form is fully responsive and works on all screen sizes — single column layout, no horizontal scroll.
6. Can I see where a submission came from?
Yes. The Submissions view records the page URL the form was submitted from, so you can see which page on your website is generating the most leads.

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