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How to embed a form on your website
Plutio forms can be embedded directly on an external website so visitors fill them out without leaving the page. Submitted responses flow into your workspace automatically, and form data can trigger contact creation, task assignments, and email notifications, which keeps lead capture and intake processes connected to the rest of your workflow.
- Open the form. The forms section is in the main menu. The form to be embedded should be opened by clicking on it. If no form exists yet, clicking + New form opens the builder where fields can be added and arranged. The form should be saved before generating the embed code.
- Copy the embed code. Inside the form, the Share button reveals sharing options. The Embed tab displays an HTML snippet containing an iframe that loads the form. Clicking Copy places the snippet on the clipboard, ready to paste.
- Add the code to the website. The embed snippet should be pasted into an HTML block or custom code section on the target webpage. Most website builders like WordPress, Squarespace, and Wix offer a dedicated element for custom HTML where the snippet can be placed. The form renders at whatever width the container allows, so placing the code inside a column or section with a defined width controls how wide the form appears.
- Adjust the dimensions. The
widthandheightattributes in the embed code can be modified to suit the page layout. Setting width to100%makes the form span the full container width. The height may need increasing if the form has many fields, because a shorter iframe creates internal scrolling that can frustrate visitors.
What happens when a form is submitted
Each submission appears in the form's Responses tab inside Plutio. If the workspace setting Auto-create contacts is enabled (under Settings > Contacts) and the response includes an email address or phone number, a new contact is automatically created or matched to an existing record. The form itself includes a built-in option to create a task on submit and a field to set a redirect URL after submission. For more complex workflows with multiple actions, conditions, or email notifications, you set up an automation in the Automations section using the "When Form is submitted" trigger, where conditions and actions can be defined to handle follow-up steps like sending a confirmation email, creating an invoice, or notifying a team member.
Styling the embedded form
The embedded form's appearance is controlled from the form settings, not by the host website's CSS. Colours, fonts, button styles, and spacing are all managed through the form's Design tab. The background colour can be set to transparent so the form blends into the surrounding page. Border radius and padding adjustments help the form match the host site's look. Previewing the form on the live page after making design changes ensures everything looks right in context.
