For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/capture-contacts-automatically-into-crm.md.
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  • How do I capture contacts automatically into the Clickmax CRM?

    Add a form to a Clickmax page or funnel. When someone fills it in and submits, the contact is saved automatically in the CRM — no external integrations needed.

    1. Create a page or funnel and add a form.
    2. Publish the page.
    3. Every submission creates (or updates) a contact in the CRM automatically.

    If it didn't work

    • The contact doesn't show up: confirm the page is published and that the form was submitted successfully. See Forms.
    • You want to bring contacts over from another tool: use Import contacts.