Forms

Contact Management

Forms

Create custom web forms to capture lead or customer data and feed submissions directly into the Nectar Desk CRM automatically.

Nectar Desk forms let managers build custom web forms — contact requests, callback requests, lead capture — and embed them on any website. Form submissions automatically create or update contact records in the CRM and can trigger assignment rules or dialer callbacks.

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Custom Form Builder

Build multi-field forms with text, dropdown, checkbox, and phone fields in a visual editor.

Website Embed

Embed forms on any webpage with a simple script tag — no developer required.

Auto-CRM Create

Form submissions automatically create or update the matching contact record in Nectar Desk CRM.

Callback Trigger

Configure forms to trigger an automatic callback dialer campaign the moment a submission arrives.

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