Bigin provides a drag-and-drop form builder where you select which contact and deal fields to collect: name, email, phone, and any custom fields your pipeline uses. Once built, Bigin generates an embed code (an iframe or JavaScript snippet) that you paste into your website’s HTML. When a visitor submits the form, Bigin creates a new contact and a new deal record in the specified pipeline and stage. Notification emails can be sent to the assigned owner when a submission arrives.
Use Web Forms on any page where visitors express interest: contact pages, product inquiry pages, event registration pages, or trial sign-up pages. Each form should map to a specific pipeline and entry stage to keep lead sources organised. Avoid using a single generic form for all enquiry types if your business runs multiple distinct pipelines, as mixed lead sources in one pipeline create noise and make stage-based reporting unreliable.
Bigin Web Forms do not include built-in CAPTCHA by default, so you may receive spam submissions, particularly on publicly visible pages. Connect the form to a notification email and review submissions regularly when first deployed to assess spam volume. The form fields are limited to the contact and deal fields available in Bigin: you cannot collect data into a Topping module like Products directly through a Web Form submission. Test the form on a staging page before embedding it on a live, high-traffic page.
You set the target pipeline and entry stage at the form level when building the Web Form in Bigin, not at the individual field level. Every submission from that form will enter the same designated stage. If you need submissions from different forms to enter different stages, create a separate Web Form for each use case and embed the appropriate one on each relevant page.
Bigin checks for duplicate contacts based on the email address field. If a matching email is found, Bigin typically links the new deal to the existing contact rather than creating a duplicate contact record. The exact duplicate-handling behaviour depends on your Bigin settings, so it is worth testing with a known email address before deploying the form publicly.
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