---
title: How to create forms and connect integrations in Slerp CRM
description: This article explains how forms and integrations can help you collect more data and connect Slerp CRM to the rest of your setup.
---

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# How to create forms and connect integrations in Slerp CRM

## This article explains how forms and integrations can help you collect more data and connect Slerp CRM to the rest of your setup.

Forms and integrations help you bring more useful data into Slerp CRM.

That means better contact capture, cleaner audience building, and more ways to trigger relevant marketing activity.

### What you can use forms for

Forms can be used for different jobs across your direct channel.

Common use cases include:

- Website sign-up forms
- Enquiry forms
- Survey or feedback forms
- Landing page sign-up forms
- QR code campaigns
- Social media campaign links

Depending on the setup, forms can usually be embedded on your website or shared through a hosted landing page.

![](https://support.slerp.com/hs-fs/hubfs/image-png-Sep-29-2026-02-00-28-5786-PM.png?width=670&height=239&name=image-png-Sep-29-2026-02-00-28-5786-PM.png)

### Build forms with drag-and-drop tools

A drag-and-drop builder makes it easier to create forms without needing development work for every change.

When building a form, think carefully about:

- What information you actually need
- Which fields are required
- Where the form will be shared
- What should happen after submission

Keep forms short unless there is a strong reason to ask for more.

![](https://support.slerp.com/hs-fs/hubfs/image-png-Sep-29-2026-02-02-52-7898-PM.png?width=670&height=360&name=image-png-Sep-29-2026-02-02-52-7898-PM.png)

### Use form data inside your CRM

Once contacts submit a form, their data can be used to:

- Create or update contact records
- Apply tags or segment rules
- Trigger automations
- Feed campaign audiences

This makes forms a useful entry point for both lead capture and ongoing retention activity.

### Connect third-party tools

Slerp CRM may also support integrations with other tools in your stack.

An integrations directory can help guide you through supported connection options.

This can be useful when you want to bring in extra contact signals or sync data from connected systems.

### Examples of data sources that may support better targeting

Depending on your setup, targeting can be improved using data from tools such as:

- Wi-Fi capture platforms
- Booking systems
- Other connected third-party tools

The goal is simple: collect cleaner data, then use it to build more relevant campaigns.

### Final tip

Use forms and integrations to improve data quality, not just data volume.

More contacts only help if the data is useful, current, and properly segmented.

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