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Forms Management

Connect your website forms in minutes — fields map automatically and connection status is visible at a glance.

Managing website form connections just got a lot simpler. The entire Forms Management section has been rebuilt from the ground up — from a manual table with setup dialogs to a visual, self-organizing flow where forms appear automatically as leads come in.

Automatic Form Detection 🎯

Forms appear on their own

  • There is no more “Create Form” button — forms are detected automatically the first time a visitor submits your contact form
  • Paste the master webhook URL into your website builder once, and TravelBuilderPro handles everything else
  • A deduplication check prevents duplicate forms from appearing if a form is paused and resubmitted

Fields map themselves

  • The new auto-mapping engine recognizes dozens of field name patterns in English, French, and Spanish (email, name, phone, message, and more)
  • Incoming fields are matched to your CRM profile automatically — no manual configuration for standard forms
  • Auto-mapped fields are visually flagged so you can see what was detected vs. manually set

Redesigned Interface 🖥️

Connection status at a glance

  • A new WebsiteCard shows your master webhook URL with a one-click copy button
  • Color-coded indicator: green when leads are actively flowing, amber when connected but quiet, gray when not yet set up
  • A “Check connection” button lets you test your integration silently without waiting for a real submission

Per-form cards

  • Each detected form gets its own card showing submission count, mapped fields, and an ON/OFF toggle
  • Active forms show a live CRM connector arrow — inactive forms are dimmed so you can spot what’s paused instantly
  • Delete forms you no longer need directly from the card

Dashboard: Active Trips & Arrival Views 📊

Active Trips widget

  • A new dashboard section shows confirmed clients currently on their trip — dates, destination, and contact at a glance
  • Helps your team know who is traveling right now without digging through the trips list

Upcoming Arrivals personalization

  • Toggle between card and list view for the Upcoming Arrivals section — your choice is saved automatically
  • Organize your operational overview the way you actually work

Why This Matters

Connecting a website form to your CRM used to require manual setup: create the form, map each field, test the webhook. Now it’s one step — paste the URL, send a test, and you’re done. Fields appear mapped and ready to use. Combined with the new Active Trips widget, your dashboard now gives you a complete operational picture: who’s about to arrive, who’s traveling now, and where every incoming lead is coming from.