OMB Cloud AES

Get started with Webforms

Capture leads, applications, surveys — every submission lands in your CRM with full attribution.

Webforms is the lead-capture surface of OMB Cloud. Build a form once, embed anywhere — landing page, CMS site, partner microsite — and every submission flows to CRM Leads with attribution intact.

The form lifecycle

  1. Build — drag fields, set validation, choose theme.
  2. Publish — get an embed snippet, a direct URL, or both.
  3. Capture — submissions land in the form's inbox with UTM, source page, and timestamp.
  4. Route — auto-create a Lead in CRM, assign owner, notify channel.

What counts as a form

  • Contact / "Talk to sales" forms
  • Demo requests
  • Newsletter signup
  • Job applications (file uploads supported)
  • NPS / satisfaction surveys
  • Partner / referral signups

First form in 3 minutes

Go to /app/widgets/webforms → "New form" → pick the "Contact" preset → tweak the field labels → Publish. Copy the embed snippet into any HTML page.

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