Using Web Forms in Workbooks Last updated : 5th March 2025 The Web2Case and Web2Lead Web Forms function similarly but have distinct behaviours in how they process submitted information. This page outlines what happens within Workbooks when data is submitted through each form. Both Forms will Continue Reading
Setting up a Web2Case Form Last updated : 5th March 2025 To set up a Web2Case Form, navigate to Start > Configuration > Web Integrations > Web To Case, then select New Case Key. This creates a new dialogue box that allows you to set up Continue Reading
Setting up a Web2Lead Form Last updated : 6th March 2025 To set up a Web2Lead Form you will need to access the Web Key setup form from Start > Configuration > Email & Integration > Web To Lead and select New Sales Lead Key. This Continue Reading
Editing a Web Key Form Last updated : 5th March 2025 An overview of what edits may be required to a web form because it is provided with no style, little formatting and includes all fields from your Case or Lead record. Continue Reading
