The CRModular interface is currently in Turkish. Menu and button names are shown in bold Turkish with an English explanation in brackets.
Forms are created on Ayarlar → Web Entegrasyonu (Settings → Web integration).
1. Web-to-Lead form
For forms such as “Contact us” or “Request a quote”:
- Choose the fields (first name, last name, email, phone, company, message).
- Set an assignment rule or a default owner and source (Web).
- Configure Captcha (reCAPTCHA/hCaptcha) and duplicate checking by email.
- Enter the thank-you message, the notification email for your team and the auto-reply to the visitor.
- Copy the Embed Kodu (embed code) and paste it into the page on your website.
2. Web-to-Case form
Professional and higher. A support form whose submissions open support cases. Set the case’s default status and priority on the form.
3. Data protection (KVKK)
Link to your privacy notice next to the form. If you collect marketing permission, use a separate checkbox and record consents on the KVKK screen.
4. Webhooks (optional)
Professional and higher. To send events such as new leads or cases to other systems like an ERP, enter a name, target URL, event and object under Webhooks, then verify with Test Gönder (Send test) and Log Kayıtları (Logs). The target must be reachable from the internet.
Check
Fill in the form on your website: a lead (or case) should be created, the notification email should arrive and the visitor should get the auto-reply.