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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.

Make every trip easier to sell.

Create better proposals, keep your team aligned, and grow your agency — all in one place.