Connect a Client Craft website form to the CRM

Implementation steps

1. Prepare the destination first

   Agree the enquiry purpose and CRM fields using the configuration guide. Inspect the form configuration offered by the installed Client Craft version and confirm the target workspace/environment before publishing the page. A content editor’s ability to place a block does not grant administrative permission to choose another customer’s connection.

2. Add the native form block

   Open the page’s Content Block Grid and insert the Client Craft form block. Use native areas and sizing for its placement. Select the intended form from the available picker and review the published language. Do not replace this with a general rich-text form or paste integration credentials into HTML, scripts or ordinary content fields.

3. Check field meaning and visitor feedback

   Use visible labels and require only information needed for the next decision. Keep required validation and consent controls appropriate to the configured form. Test an empty required field and an invalid email: the visitor must understand what to correct. A thank-you message should describe receipt, not invent a booking, payment or guaranteed response time.

4. Follow one fictional enquiry end to end

   Submit a uniquely labelled test enquiry. Inspect the actual CRM record and compare its name, response route and description with the submitted values. Confirm customer workspace, available pipeline/stage and the person responsible for follow-up. Reload the CRM record to prove persistence. Test recovery from an uncertain submission without repeatedly creating new enquiries; inspect the existing outcome first.