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Configure Web Forms Integration

Configure Web Forms Integration With Hyegro Platform

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This demo showcases how to configure web-to-lead and web-to-case forms using the Hyegro platform

Go to [your-company-instance.hyegro.com]

1. Introduction

You'll see how to generate and customize form code for seamless integration on third-party websites.

Introduction

2. Open Web-to-Lead and Web-to-Case Settings

Click Configure Web-to-Lead and Web-to-Case forms to access form configuration options.

Open Web-to-Lead and Web-to-Case Settings

3. Access Website Domain Field

Click the Website Domain field to specify the domain where the form will be used.

Access Website Domain Field

4. Open Domain Settings

Click here to open the domain settings for your web form integration.

Open Domain Settings

5. Enable Web-to-Lead Feature

Click on to enable the web-to-lead form functionality.

Enable Web-to-Lead Feature

6. Enable Web-to-Case Feature

Click on to activate the web-to-case form feature.

Enable Web-to-Case Feature

7. Enter Domain Information

Enter your website domain to link the form with your site.

Enter Domain Information

8. Confirm Domain Activation

Click on to confirm the domain activation for form integration.

Confirm Domain Activation

9. Provide Additional Domain Details

Enter necessary domain details to complete the setup process.

Provide Additional Domain Details

10. Select Website Domain Field

Click the Website Domain field again to verify domain information.

Select Website Domain Field

11. Enter Website Domain

Enter your website domain address to associate with the form.

Enter Website Domain

12. Activate Domain Settings

Click on to activate the domain settings for your web form.

Activate Domain Settings

13. Confirm Domain Activation

Click on to confirm the domain activation status.

Confirm Domain Activation

14. Fill Domain Details

Enter the required domain details to finalize the configuration.

Fill Domain Details

15. Generate Web Form Code

Click Generate Form Code to create the HTML code for your web form.

Generate Web Form Code

16. Access Website Domain Field Again

Click the Website Domain field to review or update domain information.

Access Website Domain Field Again

17. Re-enter Website Domain

Enter your website domain to ensure accurate form integration.

Re-enter Website Domain

18. Enable Form Features

Click on to enable necessary form features for your integration.

Enable Form Features

19. Activate Additional Settings

Click on to activate additional settings for the web form.

Activate Additional Settings

20. Confirm Feature Activation

Click on to confirm activation of selected form features.

Confirm Feature Activation

21. Generate Updated Form Code

Click Generate Form Code to produce the updated HTML for your form.

Generate Updated Form Code

22. Open Form Code Section

Click here to access the generated form code for copying or editing.

Open Form Code Section

23. Switch to Web-to-Case Tab

Click Web-to-Case to configure case form settings separately.

Switch to Web-to-Case Tab

24. Generate Case Form Code

Click Generate Form Code to create the HTML code for the case form.

Generate Case Form Code

25. View Generated HTML Code

Click to view the full HTML code for the Contact Us case form, including styling and structure.

View Generated HTML Code

26. Access Additional Options

Click here to explore further options or finalize your form integration.

Access Additional Options

This demo demonstrated how to configure and generate web-to-lead and web-to-case forms using Hyegro. You can now integrate these forms seamlessly into your third-party websites to capture leads and cases efficiently.

Modified at 2026-01-30 08:08:40

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