Stop chasing people for information after they enquire.
Build forms that collect everything you need upfront — details, documents, and payments — and turn every submission into a CRM lead with the next steps already triggered.
Does any of this sound familiar?
Someone fills an enquiry form, then you spend 3 days going back and forth asking for their budget, documents, and requirements
You collect a registration fee separately — half the people drop off before completing it
Form submissions sit in your email inbox and someone has to manually copy them into the CRM
You're using Typeform for forms, Razorpay for payments, and Google Sheets for tracking — nothing talks to each other
Web Forms built into your CRM fixes all of this in one place.
Get everything you need in one go — before the first call
Instead of sending 5 follow-up messages asking for a budget, preferred location, and ID proof — put it all in the form. The person fills it once, you have everything you need.
Show or hide fields based on what they've already answered — so the form feels short and smart, not like a questionnaire. Break it into steps so it's easy to complete on mobile.
✓ Payment Successful
₹999 collected · Ref: PAY_xyz891 · Razorpay
✓ Lead Created in CRM
Anjali Kulkarni · +91 99887 76655 · ₹999 paid
✓ Follow-up Task Created
Assigned to: Ravi (Sales) · Call within 2 hours
All of this happened automatically on form submit.
Collect the payment inside the form — before you even talk to them
If you charge a registration or booking fee, put it inside the form. The person pays, and only then does the form submit. No separate payment links. No following up for fees. No incomplete registrations.
Works with Razorpay and Stripe. The payment reference is linked directly to the lead record in your CRM — so your team always knows who has paid and who hasn't.
Every form submission becomes a CRM lead — instantly, automatically
No more copying form responses into a spreadsheet. No more emailing yourself submissions. The moment someone submits your form, a lead record is created in your CRM with all their details already in the right fields.
Name, phone, email are auto-mapped. Every other answer is stored in the lead's response history — viewable, searchable, and exportable at any time.
Replace 3 tools with 1. Typeform + a CRM import + manual entry → one form inside 3Sigma.
Form submitted at 11:32 AM
Lead record created automatically
KYC Document Collection Form
Aadhaar Card
aadhaar_kiran.pdf · 380 KB
PAN Card
pan_kiran.jpg · 124 KB
Bank Statement
statement_june.pdf · 1.2 MB
All files linked to the lead record in CRM. No email threads.
Collect documents the same moment they fill the form
Stop asking people to "WhatsApp the documents across" and chasing them when they forget. Add a file upload field to your form and they attach everything in one go — ID proof, bank statement, signed agreements, photos.
Files are stored securely and linked directly to the lead in your CRM. Your team finds everything in one place — no digging through email attachments or WhatsApp chats.
Form submitted. CRM lead created. What happens next — automatically.
The moment someone submits your form, you can trigger any automation in your CRM — no manual work, no delays.
Form submitted
Lead created in CRM
Automation fires
Assign a follow-up task
The right salesperson gets a task created and assigned the moment the form lands — no one has to check their inbox to know a lead came in.
Send a confirmation to the lead
Automatically email or WhatsApp the person who submitted — a thank you, a brochure, a meeting link — while they still remember submitting.
Push data to external tools
Fire a webhook to Zapier, your own backend, or any other system — so the submission flows into every tool that needs to know about it.
Trigger a delayed follow-up
Set an action to run 1 hour or 1 day later — a reminder email, a WhatsApp nudge, a task for your team to call at the right time.
Share your form anywhere
Every form gets a public link and an embed snippet the moment you publish it.
Shareable link
Send it over WhatsApp, email, or social media. Copy the URL and it's live immediately — no hosting, no setup.
Embed on your website
Drop a single snippet into any webpage or landing page. The form loads inline — no redirects, no third-party branding.
Branded thank-you screen
Customise the message they see after submitting — a confirmation, next steps, or a link to book a call.
The difference it makes
Without Web Forms
- ✕ Enquiry comes in → 3 days of back-and-forth to collect all the info
- ✕ Registration fee is a separate step → 40% drop off before paying
- ✕ Form responses sit in email → someone manually copies into CRM
- ✕ Documents collected over WhatsApp → scattered across different chats
- ✕ Lead sits unassigned for hours until a manager notices it
With Web Forms
- ✓ Enquiry comes in → all details, docs, and payment collected in one form submission
- ✓ Payment is inside the form — they pay before submitting, zero drop-off
- ✓ Every submission auto-creates a lead in CRM with all fields mapped
- ✓ Documents uploaded in the form, linked to the lead — findable in seconds
- ✓ Follow-up task auto-assigned the moment the form is submitted
What our customers say
"We were using Typeform + Razorpay + an Excel sheet. Now it's one form, and every submission lands in our CRM with the payment already verified. Saved us hours every week."
Nisha Joshi
Education Institute, Delhi
"The automated follow-up after form submission is the best part. Our team gets a task created instantly — no lead waits more than 10 minutes for a call."
Deepak Soni
Real Estate Group, Ahmedabad
"Collecting KYC documents used to be a nightmare — chasing people over WhatsApp for days. Now it's one field in the form. They upload, we get it, done."
Manish Kapoor
Financial Services, Hyderabad
Common questions
Stop chasing. Start collecting.
One form. A CRM lead created automatically. The next steps already triggered. No more stitching three tools together.
Part of 3Sigma CRM · No third-party tools · Everything in one place