Creating a form

Every form is tied to a single object — Contacts, Deals, or one of your custom objects. That link is the foundation of the form, so it's the first thing you'll choose.

Once the object is set, you can start adding fields. CRM Butler only shows fields that belong to that object, so everything you drop onto the form maps straight back to the right place in your CRM. No mismatched data, no guesswork.

Note: you'll only see objects that have been enabled on the connection. If an object you expect is missing, check your connection's object settings — or ask whoever manages your CRM Butler account.


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