← All templates Intake · works with n8n

Contact Form to CRM

A contact form that just emails you is a dead end. Land each message on a board and push it into your CRM with an auto-reply.

Runs on the free plan

Install it in Snapi

One click creates the form, the board, and a hub — wired together and ready. It fits the free plan.

In Snapi

Install the Contact Form to CRM app

Creates 2 forms and a board (New → Replied → Archived).

Install in Snapi Download JSON
Automate it

Optional: the matching n8n workflow

Prefer to pipe decisions into n8n, Make, or Zapier? A ready webhook workflow is included — paste its URL into the form's post-webhook. Totally optional; the template works on its own.

n8n workflow

What the form collects

Message

  • Ref #auto-number
  • Nametext · required
  • Emailemail · required
  • Subjecttext
  • Messagetextarea · required

Board columns

New Replied Archived

Make it yours

Everything is editable after install — rename fields, add your own, restyle, delete. Templates are a starting point, not a lock-in.

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Install contact form to crm in one click.

Runs on the free plan

Install in Snapi