Configure forms & custom fields

The widget form is fully configurable — add any fields you need. Standard fields (name, email, phone) map to lead columns. Every other field is stored as Additional Info and shown in the dashboard automatically.

1. The floating button

This is what visitors see on your site before clicking — a small branded button anchored to the corner of the screen.

Desktop (bottom-right)

yoursite.com

Mobile (bottom-right)

Icon-only on small screens

Controls

data-title	Button label (e.g. "Talk to us", "Get a quote")
data-accent	Button colour — any hex (e.g. `#E53935`)
data-position	`"left"` or `"right"`

2. The open form — with custom fields

When the visitor clicks the button, a form panel slides up. You control exactly which fields appear using data-fields. Here's an example with four fields — two standard, two custom.

Your snippet

data-fields='[
  {"name":"name",    "label":"Your name",   "required":true},
  {"name":"email",   "label":"Email",       "required":true},
  {"name":"company", "label":"Company",     "required":false},
  {"name":"message", "label":"How can we help?", "required":false}
]'

Desktop — form open

Talk to us

Your name *

Jane Smith

Email *

[email protected]

Company

Acme Corp

How can we help?

I'd like a demo of the product.

Mobile — form open

Talk to us

Your name *

Jane Smith

Email *

[email protected]

Company

Acme Corp

How can we help?

I'd like a demo…

Standard vs custom fields: name email phone are stored as searchable lead columns. Everything else — company, message, budget, any name you choose — is stored as Additional Info and is always visible on the lead detail page.

3. What gets sent to the API

When the visitor submits the form above, the widget automatically builds and POSTs this JSON to https://swiftcrm.in/api/public/lead:

{
  "name":    "Jane Smith",
  "email":   "[email protected]",
  "attributes": {
    "company": "Acme Corp",
    "message": "I'd like a demo of the product."
  },
  "source_url": "https://yoursite.com/pricing",
  "referrer":   "https://google.com",
  "utm": {
    "utm_source":   "google",
    "utm_medium":   "cpc",
    "utm_campaign": "spring-sale"
  }
}

source_url, referrer, and utm are captured automatically by the widget — you don't need to configure them.

Equivalent curl

curl -X POST "https://swiftcrm.in/api/public/lead" \
  -H "Content-Type: application/json" \
  -H "X-Api-Key: YOUR_PROJECT_API_KEY" \
  -d '{
    "name":  "Jane Smith",
    "email": "[email protected]",
    "attributes": {
      "company": "Acme Corp",
      "message": "I'\''d like a demo of the product."
    }
  }'

Success response 201 Created:

{
  "code":       "LEAD_CREATED",
  "message":    "Lead captured.",
  "request_id": "req_01j9abc123",
  "lead_id":    42
}

4. How it looks in the dashboard

Open any lead in SwiftCRM → the right sidebar shows all captured data. Custom fields appear under Additional Info as a clean key-value table — no configuration needed.

SwiftCRM / Leads / Jane Smith

Details

NameJane Smith

Email[email protected]

StatusNew

Capture info

Source: yoursite.com/pricing

UTM Parameters

source google

medium cpc

Additional Info

company Acme Corp

message I'd like a demo…

The yellow-highlighted rows are your custom fields — they appear automatically for any attributes data.

5. Field configuration reference

Each item in data-fields is a JSON object:

Property	Type	Description
name	string	Field key. Use `name`, `email`, `phone` for standard columns; anything else becomes an attribute.
label	string	Display label shown above the input.
required	boolean	Whether the field is required. Required fields show a red asterisk (*) and block submission if empty.

Common examples

Minimal — just email

data-fields='[{"name":"email","label":"Your email","required":true}]'

Contact form — name + email + message

data-fields='[
  {"name":"name",    "label":"Full name",  "required":true},
  {"name":"email",   "label":"Email",      "required":true},
  {"name":"message", "label":"Message",    "required":false}
]'

Sales enquiry — name + email + company + budget

data-fields='[
  {"name":"name",    "label":"Your name",   "required":true},
  {"name":"email",   "label":"Work email",  "required":true},
  {"name":"company", "label":"Company",     "required":false},
  {"name":"budget",  "label":"Budget (USD)","required":false}
]'

Support request — email + subject + description

data-fields='[
  {"name":"email",       "label":"Email",       "required":true},
  {"name":"subject",     "label":"Subject",     "required":true},
  {"name":"description", "label":"Description", "required":false}
]'

Next: API reference for the full payload spec, or Examples for curl, JavaScript, and PHP.