This guide shows how to:

• Create forms in Formidable Forms
• Add hidden fields (for UTM parameters, user IDs, etc.)
• Connect forms to CRMs (like HubSpot, Zoho, or custom APIs)
• Embed Formidable Forms as an iFrame (on other sites or platforms)

Step 1: What is Formidable Forms?

Formidable Forms is a premium WordPress form builder with advanced features. It allows users to create highly customized forms with:

• Conditional logic
• Calculations
• File uploads
• Dynamic fields
• Repeater fields
• Views (display submissions on the front end)
• API/webhook integrations

Ideal for complex workflows, lead capture, surveys, registration, and client intake forms.

Step 2: Where Can Formidable Forms Be Created?

You create and manage forms in your WordPress dashboard:

• Go to Formidable → Forms.
• Click + Add New to launch the form builder.
• Choose a template or start with a blank form.

Step 3: How to Create a Formidable Form

• Navigate to Formidable → Forms → Add New.
• Choose a Blank Form or one of the templates (e.g., Contact Form, Job Application).
• Name your form (e.g., "Lead Capture Form").
• Use the drag-and-drop builder to add form fields: Text, Email, Dropdown, Date, Checkbox, File Upload, etc.
• Click Update or Create to save your form.

Step 4: How to Add Hidden Fields in Formidable Forms

Hidden fields let you collect data without users seeing or editing the input (e.g., UTM parameters, referrer, user ID).

Step-by-Step: Add a Hidden Field

• In the form builder, drag the Hidden Field element into your form.
• Click on the field to configure it:

• Label: Name the field (e.g., channel, channeldrilldown1, channeldrilldown2, channeldrilldown3, channeldrilldown4, landing_page, landing_page_group)
• Default Value: Check Use Dynamic Default Value
• Choose the source:
  • Query Parameter – pulls from the URL
  • Current User Info – pulls user email, ID, etc.
  • User Meta / Post Meta
  • Shortcode Value – manually passed via shortcode

Example: Capture UTM Parameters

If your form is loaded at:

https://yourdomain.com/landing-page/?channel=google

Then set the Default Value to:

• Type: Get param
• Parameter Name: channel

The hidden field will now auto-fill with google. You can capture any parameter this way: channeldrilldown1, channeldrilldown2, channeldrilldown3, channeldrilldown4, landing_page, landing_page_group, etc.

Video: Step-by-step walkthrough

Step 5: Embed Your Form as an iFrame

To embed your form, you need to use an <iframe> tag on your site.

Basic iFrame Example

<iframe 
  src="https://form.com/" 
  width="100%" 
  height="400" 
  frameborder="0">
</iframe>

This is the standard way to embed a form using an iFrame.

Enable Attry Tracking

To allow our script to track this iFrame, add the attribute data-attry-iframe to your <iframe> tag:

<iframe 
  src="https://form.com/" 
  data-attry-iframe
  width="100%" 
  height="400" 
  frameborder="0">
</iframe>

The data-attry-iframe attribute signals our script to automatically populate and track form data inside the embedded iFrame.

Step 6: How Formidable Forms Connect to a CRM

Formidable Forms offers both native integrations and API/webhook-based CRM connections.

Option A: Native Integrations (via Formidable Forms Pro + Add-ons)

Formidable Forms supports built-in integrations with:

• HubSpot
• Salesforce
• Mailchimp
• ActiveCampaign
• Constant Contact
• AWeber
• Zapier (for 5,000+ apps including CRMs)

Requires Pro or Elite plans.

How to Set Up

• Install and activate the integration plugin (e.g., Formidable → Add-Ons → HubSpot).
• Go to Form Settings → Actions & Notifications.
• Click + Add → Choose your CRM (e.g., HubSpot).
• Authenticate and map form fields to CRM fields.
• Save the integration. Submissions will now create/update CRM records.

Option B: Use Webhooks (Advanced)

For custom CRMs or unsupported tools:

• Go to Form Settings → Actions & Notifications.
• Click + Add → Select Webhook.
• Enter your CRM’s endpoint URL.
• Choose the HTTP Method (usually POST).
• Map form fields to the body payload (JSON, form-encoded, etc.).
• Save and test the webhook. Works with Zoho, Pipedrive, Bitrix24, SuiteCRM, and more.