Simple forms
Use this page when you want to get a Clickmax form live with the least effort possible.
Before you start
You need to:
- create an external page in Clickmax
- add that page to your funnel
- install the Browser SDK loader in the page's
<head>
After that, the simplest way to capture leads is to mark an existing form with data-cx-ingest-form.
Minimal example
What that example already does
- collects
name,emailandtelephone - sends the data to Clickmax
- includes the page's UTMs when there are any
- shows a success message
- lets Clickmax follow that submission through the funnel
Recommended fields
For a simple form, use these fields:
nameemailtelephonewebsiteas a honeypot
Example:
Custom fields
Beyond the standard fields (name, email, telephone), you can send CRM custom fields straight from the form: just mark the input with data-cx-field using the field's key — the id, the internal name (fieldName) or the label (displayName) of the field, resolved in that order.
Any data-cx-field that is not a standard lead field is sent as a custom field — the SDK groups those values automatically.
Rules:
- The custom field has to exist already in the CRM. Keys that do not match a field are silently ignored — this endpoint does not create fields.
- Matching is case-insensitive for
fieldNameanddisplayName.
The same behaviour applies via JavaScript with cxs('lead', { customFields }). See Create a lead via JavaScript.
When to use this approach
Use form[data-cx-ingest-form] when:
- you already have the form's HTML
- you want to keep control of the layout
- you want the simplest integration possible
Without an HTML form
If the submission is handled by your own JavaScript (a React application or a multi-step funnel, for example), you can create the lead directly with cxs('lead', ...). See Create a lead via JavaScript.