14 Web Form Use Cases Every CRM User Should Know

 7. Collect Referrals from Happy Customers

Referrals are gold, but they don’t happen by accident. Make it easy for your happiest clients to refer others by sending them a referral form link they can fill out in seconds.

You can share the form in:

• Post-purchase thank-you emails
  
• Client check-in messages
  
• Automated follow-ups after successful projects
  

With Nimble, each referral submission can:

• Automatically create a new contact
  
• Be tagged as “Referred Lead” or by the original customer’s name
  
• Trigger a follow-up task or workflow to reach out quickly
  

It’s a simple, scalable way to turn customer satisfaction into new business, without relying on word of mouth alone.

8. Run Quick Surveys or Feedback Requests

You don’t always need a 10-question survey to understand how your clients are feeling. Sometimes, a single question is enough to surface issues or opportunities.

Use a simple web form to ask something like:

“On a scale from 1 to 10, how satisfied are you with our service so far?”

Then, let automation do the heavy lifting:

• Responses log directly into the contact’s CRM record
  
• You can tag responses (e.g., “Promoter,” “Neutral,” “Needs Attention”)
  
• Automatically trigger follow-up tasks or alert a teammate for anything below a certain score
  

This gives your team a fast, lightweight way to check in after onboarding, a support interaction, or project completion — and ensures no red flags get missed.

A one-question form can start a conversation, recover a relationship, or spark a testimonial — all without leaving Nimble.

9. Simplify New Client Onboarding

The back-and-forth that usually happens at the start of a client relationship — “Can you send over your info?” “What are your goals?” “Who’s the main contact?” — can drag out the process and create delays.

Instead, send a client intake form that collects everything up front:

• Contact details
  
• Company background
  
• Key goals and priorities
  
• Timelines or expectations
  

Once the form is submitted, Nimble can:

• Store the info directly in the client’s CRM record
  
• Automatically assign onboarding tasks to your team
  
• Place the client into a workflow board so you can track their progress through each onboarding step
  

It keeps your team aligned, your clients informed, and your process consistent, without all the email chasing.

10. Manage Support or Contact Requests

“Contact us” forms often end up in a shared inbox, where responses can slip through the cracks, especially when multiple types of requests are coming in (support, sales, billing, partnerships, etc.).

By connecting your general inquiry form to your CRM, you can turn each submission into an organized, actionable item:

• Use dropdowns or checkboxes to let people indicate the type of inquiry (e.g., Support, Sales, Other)
  
• Apply tags like “Support Request” or “New Opportunity” based on their selection
  
• Automatically route the inquiry to the right team member or assign a follow-up task
  
• Capture all communication history within the contact record for future reference
  

You can also track response times and resolution steps using workflows, giving your team visibility and accountability without needing a separate ticketing tool.

It’s a lightweight way to streamline your inbound messages and stay responsive, even as your business scales.

11. Let Contacts Update Their Info

Over time, people change roles, companies, and even email addresses — and outdated CRM data can quietly hurt your outreach efforts. Emails bounce, messages go ignored, and segmentation becomes less accurate.

Instead of chasing updates manually, send contacts a short, user-friendly form where they can:

• Update their email address, job title, or phone number
  
• Select communication preferences (e.g., how often they want to hear from you)
  
• Share new company info or note a change in responsibilities
  

You can share the form link in:

• Re-engagement email campaigns
  
• Quarterly check-ins
  
• Newsletters or account update requests
  

When submitted, the new info flows directly into their Nimble contact record, keeping your data clean and your communication relevant, without lifting a finger.

It’s a small touch that makes a big difference in maintaining strong, up-to-date relationships.

12. Log New Leads at Events

Business cards are easy to lose. Notes on your phone? Easy to forget. And spreadsheets? Nobody updates them after a long day at a conference.

Instead, open a simple lead capture form on your phone or tablet and enter contact details as you go — or have team members do it on the spot.

Whether you’re:

• Networking at an industry event
  
• Meeting prospects at a trade show booth
  
• Hosting a workshop or speaking engagement
  

…you can quickly record:

• Name, email, and company
  
• Notes about the conversation
  
• Interest level or next steps
  

Every entry goes straight into Nimble as a new contact, where it can be tagged, assigned, and followed up with automatically. You can also drop each one into a workflow board for post-event outreach and tracking.

It’s faster than typing emails later, and way more effective than a pile of business cards you’ll never sort through.

13. Collect Partner or Vendor Applications

If your business works with resellers, affiliates, vendors, or collaborators, keeping their inquiries organized can be a challenge, especially when they all come through the same generic inbox.

Instead, create a dedicated Partner/Vendor Interest Form where prospects can share relevant info such as:

• Type of partnership they’re interested in (e.g., affiliate, integration, co-marketing)
  
• Company name and website
  
• Their audience, services, or product offering
  
• Why do they want to partner with you?
  

When someone submits the form, Nimble can:

• Automatically tag them as a “Partner Lead” or “Vendor Prospect”
  
• Route the inquiry to the right internal contact
  
• Assign a follow-up task or add them to a partner evaluation workflow
  

This not only keeps your pipeline clean, but it also helps your team prioritize high-potential partnerships and maintain a professional response process.

It’s a scalable way to grow your partner ecosystem without letting good opportunities slip through the cracks.

14. Track Internal Submissions or Checklists

CRM web forms aren’t just for capturing external leads — they can streamline your internal operations too. Instead of relying on Slack messages, scattered docs, or hallway conversations, use forms to standardize how your team submits key info.

Here are a few practical examples:

• Team onboarding checklists – Have new hires submit when they complete certain tasks (e.g., “Set up email signature,” “Watched CRM walkthrough video”)
  
• Marketing or campaign requests – Let team members request new email campaigns, social posts, or landing pages using a centralized form
  
• Training completions or certifications – Collect confirmations and quiz results that get logged to the team member’s CRM record
  
• Process feedback or improvement suggestions – Gather input in a structured way and tag submissions for follow-up
  

In Nimble, each form submission becomes a record you can assign, tag, and track — all within a workflow board if needed — so nothing gets lost in the shuffle.

It keeps your internal processes just as organized as your sales pipeline — and saves your team time and confusion.

Final Thoughts

Web forms aren’t just boxes to collect names and emails. When they feed directly into your CRM, they become a launchpad for smarter workflows, faster follow-ups, and more meaningful relationships.

If you’re already using Nimble, our native web form add-on makes all of this possible — no coding, no Zapier, no juggling tools.

Ready to start capturing leads and triggering automations?
Explore Nimble Web Forms