Forms turn your website into a lead source for the CRM. Build a form, paste one line of HTML into any page, and every submission lands in CRM People as a Marketing Qualified Lead, tagged with the form that captured it.
Where it lives
One tab in the CRM, one card per form.
Open CRM → Forms. CRM is in beta and carries a Beta badge in the sidebar. Every form appears as a card showing its name, how many fields it has, how many submissions it has received, a preview of its first four fields, and a status chip. Click a card to open the form builder.
Active
The form is live and accepting submissions. Every form is Active from the moment you create it.
Draft
Only older forms can show this. A Draft form tells visitors it isn't accepting submissions right now. Saving it makes it Active.
Create a form
Name it, then build it.
Click New Form
On the Forms tab, click New Form, type a name (for example Demo Request or Partner Intake), and click Create form.
Add your fields
The builder opens on the Builder tab. Pick a field type from the list on the left and it's added to the form, ready to edit.
Set up each field
Give it a label, choose which contact field it fills, and add any validation rules. Click Done to go back to the field list.
Save and embed
Click Save form, then Embed to copy the snippet for your site.
Saving is publishing
There's no separate publish step. Your edits stay in the builder until you click Save form. The moment you save, the form on your website shows the new version. The button stays greyed out until you've changed something.
Fields
Ten field types to choose from.
Single line
Short text, like a name or company.
Text area
Longer free text, like a message.
An email address, always checked for a valid format.
Phone
A phone number.
Number
A numeric value.
Currency
A money amount, entered as a number.
Date
A date picker.
Dropdown
Pick one option from a list.
Checkbox
One tick box, or a group where visitors can tick several.
Radio group
Pick one option, all shown at once.
Click any field on the form to edit it. While a field is selected, arrows let you move it up or down and a bin icon deletes it. The settings panel on the left holds:
Label and Help text: what visitors read above and below the field.
Placeholder: hint text inside the field (not offered for checkboxes). Single line and Text area fields can also have a Default value.
Options: for Dropdown, Radio group and Checkbox, one per line or comma-separated. Dropdowns and radio groups need at least one option before the form will save.
Field width: Full or Half. Two half-width fields in a row share one line.
Saves to contact field: which contact detail the answer fills. See below.
Validations
Rules that keep bad submissions out.
Every field can be marked Required field. The other rules depend on the field type:
Single line and Text area
Limit number of characters, with a minimum and maximum. Single line fields can also Restrict numbers, so no digits are accepted.
Phone
Restrict alphabets, so no letters are accepted.
Number and Currency
Limit the value range, with a minimum and maximum.
Allow all domains, Restrict specific domains (for example block gmail.com to keep out personal addresses), or Allow specific domains only.
Wyra checks every rule when the form is submitted. If an answer breaks one, the visitor sees a message under the form naming the field, such as that it doesn't accept gmail.com addresses, and nothing is saved until they fix it.
Saves to contact field
Tell Wyra which answer is the email, the name, the company.
Each field can fill one contact detail on the person Wyra creates: Full name, First name, Last name, Email, Phone, Job title, Company, City or LinkedIn. The default is Auto (from label / type).
On Auto, an Email field fills the email and a Phone field fills the phone. Other fields are matched by their label: a label containing “first name”, “last name”, “name”, “company”, “job title”, “title”, “role”, “city” or “LinkedIn” fills that detail.
A Full name answer is split at the first space into first and last name.
If two fields fill the same detail, the first one on the form wins.
Fields that don't fill a contact detail, such as “How did you hear about us?”, are still kept with the submission.
Always include an Email field
Email is how Wyra recognizes someone who fills in your form twice. Without it, every submission is a new person, and a submission with neither an email nor a name creates no contact at all.
Theme
Match the form to your website.
The Theme panel on the right sets the colors for Card background, Text, Field background, Field border and Button, plus a Font family and Font size (11px to 24px, 13px by default). The form in the middle updates as you go. Reset colors puts everything back to the defaults.
Embed
Paste one snippet anywhere HTML goes.
Click Embedin the builder's toolbar. Embed this form shows an iframe snippet, full width and 640 pixels tall. Click Copy snippet and paste it into your website, a landing page, or any page that accepts HTML.
Visitors don't need a Wyra account. They fill in the form, click Submit, and see “Thanks! We got your submission.”
Required fields are marked with an asterisk, and the form carries a small “Powered by Wyra” link at the bottom.
The address inside the snippet opens the form on a page of its own, so you can also share it as a direct link.
You only paste the snippet once. Later saves update the form wherever it's embedded.
What happens on submission
Each submission becomes a person in CRM People.
Wyra saves every submission exactly as it was sent, then matches it to a person in CRM People by email address.
New email
A new person is created
Lifecycle stage MQL (Marketing Qualified Lead), lead status New, source Form, and the form's name under Captured by form. If no name was given, the part of the email before the @ becomes the first name.
Email already in People
The existing person is updated
No duplicate is created. Only blank details are filled in, so anything your team already set, including lifecycle stage and lead status, is left alone. If the person had been deleted, the submission brings them back.
When a Company answer is given, the person is linked to that company in CRM Companies, and a new company is added if there isn't one yet. A person already linked to a company keeps it.
Every submission is kept as its own row, even when it updates a person who already exists.
Lead status New means nobody has picked the lead up yet. Change the lifecycle stage and lead status on the person's record as you work the lead.
Submissions
Every answer, newest first.
Open the Submissions tab in the builder; its label shows the total count. The table has one column per field, then Contact and Submitted, and shows your 200 most recent submissions. View contact opens the person the submission created or updated. A dash in Contact usually means the submission had no email or name to create a person from.
Export to CSV
On the Submissions tab, click Export CSV. The file downloads straight away and holds every submission, not just the 200 on screen: one column per field label plus Submitted at, newest first. A copy is also listed in Settings → Exports with the source Form: followed by the form's name, if you have access to that page, so you can download it again later.
Deleting a form
Deleting is how a form stops collecting.
There's no unpublish option: a form accepts submissions for as long as it exists. To stop it, click the bin icon in the builder's toolbar, then click the red Delete “form name”? button that replaces it to confirm.
Gone
The form and all of its submissions. Anywhere it's embedded, it stops working.
Kept
Every person the form created or updated stays in CRM People.
Kept
CSV files you exported earlier stay in Settings → Exports.
Export first
Deleting can't be undone. If you want a record of the raw answers, click Export CSV before you delete the form.
Who can do what
Org Admins and CRM Managers build forms.
Build and manage
Org Admin, CRM Manager
Create, edit, save and delete forms, view submissions and export them.
View only
CRM Member
Open forms, see submissions and export them, but not change or delete a form.
Other roles can't work with forms. The people a form captures are ordinary CRM People, so anyone who can see People can see them. To change someone's role, see Team management.
Where to go next