CRM-linked forms

Forms that write straight to your CRM — with the whole story attached.

When someone submits, they shouldn’t land in your CRM as a bare name. Every submission becomes a rich contact record, complete with where they came from and what they did first.

No middlewareFull journey attachedAuto-routing & tagging
erkmo.com/dashboard

Submission → contact record

2:14 PM
Arrived from Google Ads
utm_campaign=spring-demo
2:16 PM
Read /pricing and /case-studies
2:19 PM
Submitted “Request a demo” form
Contact created in CRM
Tagged: Demo · Owner: Sales

Your forms and your CRM don’t talk

So leads arrive with no context, and someone has to fill in the blanks by hand.

Context gets lost in the handoff

The form knows how the lead arrived. The CRM never hears about it. That knowledge just evaporates.

Manual data entry creeps in

Copy-pasting details, tagging by hand, assigning owners — all of it eats time and invites mistakes.

Duplicate records pile up

The same person fills out two forms and becomes two contacts, splitting their history.

Every submission, a complete record

The form does the data entry, the tagging, and the routing for you.

Create or update contacts

New submitters become contacts; returning ones update the record they already have.

Full journey attached

The pages and touchpoints before the submission travel with the contact.

UTMs & hidden fields

Campaign source, referrer, and hidden context are captured on every submission.

Routing & tagging rules

Auto-assign owners, apply tags, and add contacts to the right lists on submit.

Smart de-duplication

Match repeat submitters to existing contacts instead of creating duplicates.

No Zapier required

The form and the CRM are the same system, so there’s nothing to wire up or maintain.

One system beats a stack of connectors

When the form, the tracking, and the CRM share a home, the whole handoff just disappears.

No brittle third-party connectors to break at the worst moment
Every contact carries its true acquisition source automatically
Marketing and sales finally see the same complete picture
Reporting ties form submissions to real pipeline and revenue

Up and running in minutes

No complex setup. No engineering team required.

01

Build your form

Use the drag-and-drop builder or embed on any site you run.

02

Set routing rules

Decide how submissions map to contacts, tags, owners, and lists.

03

Watch records fill in

Every submission becomes a complete contact — journey and all.

Frequently asked questions

Do I need a separate integration tool?

No. Forms and the CRM are part of the same platform, so submissions flow through with no middleware.

What context gets attached to a contact?

The pages visited before submitting, the campaign source, referrer, and any hidden fields you capture.

How are duplicates handled?

Repeat submitters are matched to their existing contact and updated, rather than creating a second record.

Can I embed forms on my existing site?

Yes. Embed anywhere, and submissions still route into your CRM with full context.

Turn every submission into a real contact

Forms and CRM in one system — no connectors, no lost context.

No credit card required