Receive requests via the contact form

The contact form turns your public page into a prospecting tool: every interested visitor becomes a contact and a task to handle.

Key points

• Enable the form on your public page

• Each request creates a contact in your CRM and a task "to do"

• You are notified immediately (email + notification)

• You can customise the confirmation message shown to the visitor

Enable the form

In your settings, make the contact form visible on your public page. You can also display a booking link there (Ultra plan).

What happens with each request

When a visitor writes to you, Pelli:

• creates (or finds) a contact in your CRM with their name, email and phone

• creates a task "Message from [first name]" in your board, with the message

• sends you a real-time notification and an email

You don't miss any request, and everything is already filed in your client tracking.

Customise the confirmation

You can set the confirmation message shown to the visitor after sending ("Thank you, I'll reply within 24h"…).

Frequently asked questions

Does a request create a client in my CRM? Yes, automatically, with an associated task.

Am I notified of a new request? Yes, by email and by real-time notification.

Can I customise the thank-you message? Yes.

Where do I find the requests? In your task board, and the contact in your CRM.

Going further