Embedded forms
Marketing teams that collect submissions across multiple websites — main websites, regional websites, partner portals, microsites — face a recurring coordination problem. Each web form is typically a one-off artifact. It is built separately, handed to a web team for placement, and disconnected from the records it is supposed to create. When a form needs to change, the cycle starts over, and when a submission goes wrong, there is no central place to investigate.
Embedded forms in Creatio solve this by making forms a reusable, Creatio-governed asset. Design a form once inside Creatio, publish it to any external website through a single stable embed snippet, and manage field mapping, submission handling, routing, and diagnostics from one place. Every valid submission becomes a record in Creatio automatically, with the correct data, ownership, and follow-up in place.
Embedded forms are one of multiple ways to capture web page submissions in Creatio. Learn more: Capture submissions from web pages.
Embedded form architecture
An embedded form is a standalone Creatio asset, not a component of a landing page, but a reusable object you create, configure, and publish independently. Once published, it lives on your external website as a JavaScript snippet that Creatio serves and controls.
Because Creatio manages the form rather than your website code, you can update it — change a field label, add a required field, adjust validation — without touching the embed snippet or asking your web team to republish anything. The update propagates to every page where the snippet is already placed.
This is the key difference from a traditional approach, where every form change means generating new code and redeploying it manually across all websites.
Submission processing
When a visitor submits an embedded form, Creatio receives the payload, validates it, and applies the field mapping you configured at setup. Each form field maps directly to a Creatio object field, so a First name field on the form writes to the correct contact or lead field rather than to a generic inbox waiting for manual processing. Select the object that receives submissions in the Form Designer, and the list of available objects relies on the Webhook entities lookup.
When you map the form to the "Submission" (FormSubmit code) object, Creatio applies matching contact logic during submission handling. If a contact record with the same identifying data exists, Creatio updates it instead of creating a duplicate. If no match exists, Creatio adds a new contact record. Learn more about this matching logic: Contact identification from web form submissions.
The outcome stays auditable. Creatio stores submission history and makes it reviewable at the contact level, so you can verify the incoming data, its mapping, and the resulting record. To review submission volume and trends for a specific form, open the form record and go to the Analyze performance tab. Out of the box, the dashboards there are linked to the "Submission" object and filtered by the "Embedded form" column.
Form builder configuration
Creatio provides a visual form builder where you assemble and configure the form before publishing. You control the following:
- Fields. Select which Creatio fields to include, set labels and placeholder text, mark fields as required, hidden, or read-only, and add default values where needed.
- Field mapping. Each visible or hidden field maps to a specific field in the target Creatio object. This mapping turns a raw form submission into a structured Creatio record.
- Basic styling. Adjust the visual appearance of form fields, the submit button, spacing, and typography to match your brand. Styling applies at the form level and stays isolated from the host page's CSS to prevent conflicts.
Form publishing
When your form is ready, you publish it, and Creatio generates a JavaScript embed snippet, a short piece of code your web team can place on any external page where the form must appear. You only need to place this snippet once per page. From that point on, Creatio serves the form content and handles all updates centrally.
Creatio serves all embedded forms from a single dedicated domain it manages, so your web team does not need to configure separate hosting or domains for each form.
Updating a published form does not require replacing the snippet. Changes you save and republish in Creatio take effect automatically on all pages that carry the snippet.
Each form is also available via a direct URL, so you can share it with customers who need to access it outside your website.
See also
Create and publish an embedded form