Save widget submissions to the CRM

Any widget with a form can save what visitors submit straight into the agent's CRM. This is opt-in per widget — not every widget saves, only the ones you choose.

Turn it on

1. 1
   Open the widget

   Agent → Widgets → open the widget you want.
2. 2
   Functions tab

   Switch to the Functions tab.
3. 3
   Enable "Save submissions to CRM"

   Check the toggle at the top of the tab, then Save.

What happens on submit

The first time a visitor submits the widget, Bookbag creates a CRM table named after the widget, with a field for each form field. Every submission — then and after — is stored as a record. If you later add a new field to the form, it's added to the table automatically on the next submission.

CRM capture vs. the Leads form

Use CRM capture when you want structured, custom fields stored in a table you control. Use the built-in Leads form when you just want simple name/email/phone leads in the Leads inbox. You can use either, or both.