FlyCRM turns a form submission into a contact or a lead. Connect a form once, map its fields, and every future submission lands in the CRM with no manual entry.

CRM concept: A lead-capture form is the front door of your CRM. It moves a website visitor into your sales process the moment they show interest.

This page explains how form capture works. Each form plugin has its own setup page with the details specific to it:

• Contact Form 7
• WPForms
• Fluent Forms
• Ninja Forms
• Gravity Forms

How it works

FlyCRM does not build forms. You keep using your form plugin as you do today. FlyCRM listens for submissions and copies the ones you choose into the CRM.

You connect a form with a feed. A feed is one rule that says: when this form is submitted, create this kind of record, with these fields mapped, and these defaults applied. One form can have several feeds, and a form you never connect creates nothing.

Enable an integration

1. Go to FlyCRM > Integrations.
2. Open the card for your form plugin.
3. Turn the integration on with the toggle in the top-right.

If the form plugin is not installed or active, the toggle is disabled and FlyCRM tells you so. Install and activate the form plugin first, then come back.

Screenshot needed: An open form integration (e.g. WPForms) with the header Enabled toggle switched on. Highlight the toggle.

Add a feed

With the integration enabled, the Form Feeds section appears.

1. Select Add Feed.
2. Create As — choose whether submissions become Contacts or Leads.
3. Form — pick the specific form to listen to.
4. Duplicates — choose how to handle a submission from someone already in the CRM.
5. Map the fields (below).
6. Set any defaults, then Save Feed.

Each feed has its own on/off switch in the list, so you can pause one without deleting it.

Screenshot needed: The Add Feed editor with Create As, Form, and Duplicates chosen and a few fields mapped. Highlight the Create As selector.

Map the fields

Field mapping tells FlyCRM which form field fills which CRM field. In the Field Mapping table, each CRM field on the left gets a form field on the right. Leave a row on -- None -- to skip it.

You can map:

CRM field	Notes
Full Name	Auto-splits into first and last name — use it when the form has one name field
First Name / Last Name	Use these when the form has two separate name fields
Email	Required. A submission with no email is ignored
Phone / Mobile / Work Phone
Job Title
Company Name
Department
Website
LinkedIn URL
X (Twitter) URL

Email is the key. FlyCRM uses the email address to tell a new person from a returning one, so a feed with no email mapped — or a submission that leaves email blank — creates nothing.

Full name handling

If the form has a single Full Name field, map it to Full Name and FlyCRM splits it: the last word becomes the last name, everything before it becomes the first name. A one-word entry becomes the first name. You do not need two separate fields on the form.

Handle duplicates

When a submission matches an email already in the CRM, the feed's Duplicates setting decides what happens:

• Update existing — fills in new details on the existing record. It only writes fields that have a value, so it never wipes data you already have. (Default.)
• Skip if exists — leaves the existing record untouched and ignores the submission.
• Always create new — creates a fresh record every time, even for a known email.

For leads, "existing" means an open lead. A lead that was already converted does not block a new one.

Defaults and options

Under Defaults & Options you set what every record from this feed inherits:

• Status — the starting status, or leave it on Default.
• Owner — the team member the record is assigned to.
• Tags — one or more tags applied on capture.
• Lead Source (leads only) — where the lead came from, so your reports stay honest.
• Log form submission as activity — when on, FlyCRM adds a note to the record holding the raw submission, so you can read exactly what the person typed.

What leads capture automatically

For leads, FlyCRM also records the page the form was submitted on and any UTM parameters in that page's URL (source, medium, campaign, content, term). You do not map these — they are picked up on their own, so a lead arrives already tagged with its campaign.

Run more than one feed

A single form can have several feeds, and every feed runs on every submission. Use this to send one submission to two places at once.

For example, a demo-request form can have:

• One feed that creates a Lead for the sales team, with a lead source of Website.
• A second feed that creates a Contact and tags it Newsletter.

Give each feed a different Create As or a different set of defaults. Two feeds that do the same thing only make duplicate work.

Manage feeds

Each feed sits in the Form Feeds list with its own controls:

• Pause — turn the feed's toggle off. It stops capturing but keeps its setup.
• Edit — select the pencil to change the form, the mapping, or the defaults.
• Delete — select the trash icon to remove the feed for good.

Pausing or deleting a feed only stops future capture. Records it already created stay in the CRM.

Test the capture

1. Open the connected form on your site.
2. Submit a test entry with a real email.
3. Go to FlyCRM > Contacts or FlyCRM > Leads, to match the feed.
4. Make sure that the record shows the mapped fields, the status, the owner, and the source.

Troubleshooting

If a submission does not reach the CRM, check these in order:

1. If the record is missing, make sure that the integration toggle is on.
2. If the record is missing, make sure that the feed's own switch is on.
3. If the record is missing, make sure that a form field is mapped to Email.
4. A submission that leaves the email field blank creates nothing.
5. If you deactivate the form plugin, FlyCRM turns its integration off.