Businesses often wish to use the built-in forms provided by CRMs like Zoho to capture leads. It’s easy enough—copy the embed code and drop it on your page. But, while this seems straightforward, it can create problems for your website’s speed, design, and data control.
A better approach is to use a form plugin, such as WSForm, our preferred form plugin, and link it to your CRM. Here are the reasons why this is a smarter way to manage your forms.
1. Greater Control Over Design
CRM forms can be hard to customise. They might not fully match your brand or look right on mobile devices. This can create a disconnected experience for visitors.
Using WSForm lets you design forms that fit perfectly with your site. You can customise every element to match your branding and layout.
2. Faster Page Loads
Embedded forms rely on scripts hosted externally. These scripts can slow down your site and make visitors wait longer for pages to load. Search engines may penalise you for poor performance.
With WSForm, your forms are served locally, making your pages faster to load and more responsive.
3. Stronger SEO
Google tracks performance through key metrics like page speed and responsiveness. Embedded forms can bog down these metrics, causing your rankings to drop.
Forms built with WSForm are lightweight and faster, this helps your site perform better in search results
4. More Advanced Features
CRM-provided forms usually have basic features. If you need advanced functionality like conditional fields or multi-step forms, you’ll often hit a wall.
WSForm offers complex features like logic-based fields and file uploads, giving you full flexibility to create a tailored user experience.
5. Better Data Handling
When using an embedded form, data is sent directly to the CRM without much room for pre-processing or validation.
With WSForm, you have control over how data is processed before it reaches the CRM. You can clean, validate, or back up the data first, ensuring it’s high-quality and error-free.
6. Stronger Data Privacy
Embedded forms may send data to the CRM before full user consent is gathered. This could cause problems with privacy regulations such as GDPR or CCPA.
Using WSForm, you can manage user permissions more reliably. You can set up processes to collect and verify consent before data is sent.
7. Less Risk of Service Outages
Embedded forms rely entirely on your CRM provider’s infrastructure. If the CRM experiences downtime or updates, your forms may stop working without warning.
By using WSForm with API integration, you maintain more control and can troubleshoot any issues on your end.
8. Easier CRM Migration
If your forms are tied to a specific CRM, moving to a new one becomes difficult. You might have to rebuild all your forms from scratch.
With WSForm, your forms aren’t tied to a single system. Switching CRMs only requires reconfiguring your integration, not starting over.
9. Accurate Tracking
Embedded forms can disrupt event tracking in platforms like Google Analytics due to iframe limitations. This can lead to incomplete conversion data.
When you use WSForm, you can set up tracking events directly on your site, making analytics more accurate.
10. Better User Experience
Slow-loading or poorly styled embedded forms can frustrate users and hurt their overall experience on your site.
Using WSForm, you can design smooth, fast forms that work perfectly on any screen size, improving engagement and trust.
11. Integration Options
Embedded forms often limit how you can integrate with other services. Custom workflows and API integrations may not be possible.
With WSForm, you have the freedom to connect with a wide range of tools, from automation platforms like Zapier to custom APIs.
12. Error Handling
Embedded forms often provide minimal error feedback, leading to bad data getting stored in your CRM.
WSForm has robust validation options to catch and correct errors before data is sent, saving you time on manual corrections later.
Wrapping it up
Embedded forms might seem convenient, but they can hurt your website’s performance, design, and data control. By integrating WSForm with your CRM, you gain the flexibility, performance, and reliability needed to improve both user experience and business operations.
