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Forms article

Create a New Form

Step 1: Form Information

  1. Click the Create Forms button in the top right corner
  2. Enter your Form Name (e.g., “Newsletter Signup”, “Contact Form”)

Step 2: Select Form Type

Choose from the available form builder integrations:

  • Contact Form 7 – Popular WordPress contact form plugin
  • Elementor – Visual page builder forms
  • Fluent Forms – Advanced form builder with conditional logic
  • Formidable – Powerful form creation tool
  • Forminator – All-in-one form solution
  • GravityForms – Professional-grade form builder
  • MetForm – Elementor-based form builder
  • NinjaForms – Flexible form creation plugin
  • QuillForms – Conversational form builder (Recommended)
  • WPForms – Beginner-friendly form builder

Select your preferred form type

Step 3: Select Form ID

Then, click Create Form to proceed to the next step

Step 4: Mapping Fields

This is where you connect your form fields to Quill CRM contact fields.

Contact Field Mapping

Map the following required fields:

  • First Name – Maps to contact’s first name
  • Last Name – Maps to contact’s last name
  • Email – Maps to contact’s email address (required)

For each field, you can either:

  • Enter a static value
  • Use merge tags by clicking the # icon
  • Select from dropdown options

Email Field Options

For the Email field, select the appropriate mapping from the dropdown:

  • Email Address – Standard email field

Other Fields

You can add additional custom fields by:

  1. Click + Add Field button
  2. Select the Field Label from the dropdown
  3. Enter the Field Value or select a field/custom value
  4. Use the # icon for merge tags
  5. Click the trash icon to remove a field

Contact Settings

Configure how contacts are handled:

Lists

  • Select which list(s) new contacts should be added to
  • Choose from your existing contact lists

Tags

  • Assign tags to contacts submitted through this form
  • Helps with segmentation and automation

Update Options

Toggle these settings as needed:

  • Update existing contact – Updates contact information if email already exists
  • Update blank fields – Only fills in empty fields on existing contacts
  • Mark as Subscribed – Automatically subscribes contacts to your email list

Step 5: Save Your Form

Once field mapping is complete:

  1. Click Save as Draft to save without activating
  2. Or click Activate to make the form live immediately