Collect & review

Send responses to abaworks CRM

Turn every response into a contact and a deal in your CRM pipeline, automatically.

abaworks Forms is part of the abaworks suite. When your organization also uses abaworks CRM, each response to a connected form becomes a lead there: a contact (merged with the existing one when the email or phone number matches), their company, and a deal in the pipeline stage you choose, with every answer on the deal's timeline.

You use the same account for both apps: sign in once and you're signed in everywhere.

Connect a form

The connection is made from the CRM, by a workspace owner or admin who owns the form:

1. Build and publish your form here (the Contact us or Lead qualification templates are good starting points).
2. In abaworks CRM, open Settings → Lead capture and choose Connect a form. Your forms are listed.
3. Match the questions to CRM fields. Email, phone, name, company, a budget and a message are matched for you; any other answer still appears on the deal's timeline.
4. Choose the pipeline and stage, how deals are named (for example {{contact.name}} – {{form.title}}), who gets the leads (one person or a rotation between team members) and the tags to add.

From then on, responses reach the CRM within seconds. If the CRM is briefly unavailable, deliveries are retried for up to a day, and a response is never added twice.

See and stop connections

Your form's Share page lists the apps receiving its responses. Disconnect stops sending them; the leads already in the CRM stay there. Removing the connection in the CRM, or deleting the form, has the same effect.

Privacy

Responses travel directly between the two apps on the server's private network, signed so they can't be forged, and are stored encrypted while waiting to be delivered. Files uploaded with a response stay in abaworks Forms; the CRM gets their names and a link back to the response.