CRM & communications
Website forms and other channels
Website forms, email and telephony are configured in CRM under Website form and Other integrations. They are customer intake channels.
Where to find itCRM → More → Settings → Website form / Other integrations
Website forms
The section shows detected forms and connection settings. Check field mapping, source and card-creation rules before using a channel in work.
Other sources
Email and telephony are set up separately under Other integrations; access requires the Changing CRM settings right. An enquiry in CRM remains a customer record and does not automatically create a VORKO deal.