WebForms Overview

WebForms let you capture enquiries straight from your website and turn them into Leads in WorkGuru automatically. You build the form inside WorkGuru, copy a small snippet of code, and paste it onto your website. From then on, every time a visitor fills in the form, WorkGuru creates a new Lead (and, if needed, a new Client) for you — no copying and pasting from your inbox, no manual data entry.

What is a WebForm?

A WebForm is a contact/enquiry form that lives on your own website but is powered by WorkGuru. Every form always collects four core pieces of information, and you can add as many of your own custom fields as you like on top of that.

When a visitor submits the form, WorkGuru will:

• Check whether the person is an existing Client (matched on name and email/phone number) — if not, it creates a new Client record for them.
• Create a new Lead attached to that Client.
• Assign the Lead to the default Stage, Category and Owner you chose when you built the form.
• Save any custom field answers against the Lead.

The visitor simply sees a friendly “Thanks! We’ll be in touch.” confirmation once they submit.

*Every lead form has 4 default fields (Client Name, Client Contact, Lead Name, Lead Description) that you are able to rename as you want them to appear on your lead form. You are also able to toggle the mandatory and visibility states of Lead Name and Lead Description, but Client information is mandatory for all forms.

Where to find WebForms in WorkGuru?

Lead Forms are managed from the WebForms dashboard. You can reach it from two places:

• Open the Lead Tracker (Sales -> Lead Tracker) and click the WebForms button at the top of the page.
• Or open Lead Settings and click the WebForms button there.

Permissions: You’ll need the WebForms permission to create and edit forms, and access to Lead Settings to see the button that opens the page. If you can’t see the WebForms button, ask your WorkGuru administrator to check your role’s permissions.

Do I need a developer?

For most of the process, no. Building the form, styling it and setting up rules are all done with simple point-and-click screens inside WorkGuru. The only step that touches your website is pasting the embed snippet — and that’s a single copy-and-paste. If you use a website builder like WordPress, Squarespace, Wix or Shopify, you can usually do this yourself in a couple of minutes (we cover how in the “Installing the embed snippet” article). If your website is custom-built, you may want to hand the snippet to whoever maintains it.