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Lead Forms Implementation Guide

ET
Engineering Team
Updated 15 hours ago
Ready to turn your website visitors into leads? With Pipeline CRM Lead Forms, embedding a form is simple, secure, and takes just minutes. This guide walks you through each step, from setup to troubleshooting, so you can focus on what matters—connecting with customers.

1. What You’ll Embed

Copy and paste this exact code snippet into your website.
Do not modify the class, UUID, or URLs—these ensure your form works correctly.
<div class="embedded-pipeline-lead-form"
     data-form-uuid="UUID"
     data-form-url="https://pcrmforms.com/UUID">
</div>
<script src="https://pcrmforms.com/ID/embedded_loader.js?v=2faf0f246196fef05b07134b2fa0abdae10cfcdb"></script>

2. Who Does What? (Roles & Responsibilities)

Pipeline CRM Admin:
  • Copies the code snippet from Pipeline CRM.
  • Shares it with the Website Manager when a new form is created or updated.
Website Manager:
  • Inserts the snippet into the website where the form should appear.
  • Publishes the change and runs a quick test submission.

3. Universal Checklist: Embed in 4 Simple Steps

  1. Open your page’s HTML (or use a custom code block).
  2. Paste the snippet exactly where you want the form to show.
  3. Publish or deploy your changes.
  4. Test it out: Submit a quick test lead and confirm it appears in Pipeline CRM (Leads → Forms).

4. Quick Troubleshooting Guide

If something’s off, check these common issues:
  • Form doesn’t render:
    Possible cause: Script or domain blocked
    Quick fix: Allow https://pcrmforms.com in your firewall or browser’s content security policy. Try in an incognito window.
  • Wrong form appears:
    Possible cause: UUID mismatch
    Quick fix: Double-check that the data-form-uuid and URLs match the snippet provided by your CRM Admin.
  • Multiple forms on one page:
    Possible cause: Reusing the same UUID
    Quick fix: Each form needs its own
     and unique UUID. The loader
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