Automatic Web Forms

Create Web forms in seconds and import data directly into Act! CRM

  • You can create Web forms in seconds (literally, see video below)
  • You are notified in real time from within Act! when there are form results to import
  • You import form results directly into Act! with a single click
  • You don't even need a Web site to host the forms...

Ideal for

  • Newsletter subscription
  • Event attendee registration
  • Training registration
  • Online surveys
  • Adding contacts, opportunities, activities to your database directly from the field
  • Job applications with resume upload

Data can be imported as

  • Contacts
  • Companies
  • Groups
  • Opportunities
  • Activities, histories, notes
  • Custom table records
  • File attachments

Why does it revolutionize the way online forms work with Act?

Typically Web designers design the online form and then "somebody else" worries about importing results into Act!. Most of the time, nothing is automated: the Web form server sends an e-mail out and somebody in the office copies and pastes the data from the e-mail into Act!. If automated, it is through an import program that tries to make the form fields coincide with the database fields. It usually is a painful process.

With Automatic Web Forms, you create the form from within Act!, therefore your online form fields have the same characteristics as your Act! fields. So when importing, there is no trying to make the data fit into the Act! fields.

Automatic Web Forms also monitors when form data is available for download. No e-mail cluttering your inbox. You just click a button on your Act! toolbar and all available form results are imported in one operation.

Add file uploads to your forms

NEW IN v. 2.1 Automatic Web Forms supports file uploads, ie. your form users may attach files to their data. Files import as File Attachments in Act!.

Use forms for data validation

NEW IN v. 3.0 Automatic Web Forms can now be used for data validation. You simply upload data from your Act! records to our server to pre-populate your forms. In return you get a unique URL per uploaded record. You send this specific URL to whoever is qualified to validate the data, typically the contact itself. Then s/he gets to see the form pre-populated with the uploaded data, can make changes as needed, submit the form and your record gets automatically updated in Act! after a quick review.

Easily style your forms with our gallery

NEW IN v. 3.4 Use our style gallery to quickly style your web forms.

Generate ticket numbers

NEW IN v. 4.0 Generate ticket numbers. Now supports double opt-in.

Validate subscription requests with double opt-in

NEW IN v. 4.0 Implement double opt-in for your newsletter subscriptions to make sure your subscribers subscribed voluntarily.

Mix fields from different table in your forms

NEW IN v. 5.1 Include fields from multiple tables to create multiple records at once. For instance, include contact, company and opportunity fields to create a contact record along with a company record the contact will be part of and an opportunity which will be associated with the contact.

Include multiple fields on the same line

NEW IN v. 5.1 Using the new layout editor, you may now position fields next to one another instead of one below the other.

AWF II uses the new Google Captcha

NEW IN v. 5.1 AWF II uses the new Google Captcha which only require the users to click a checkbox.