WEBSITE FORM → CRM: THE FIVE-CHECK HANDOVER
Example: Sam Example asks for a kitchen-renovation callback.

1. VISITOR: Publish a short form, working validation and your privacy notice.
2. DELIVERY: Use the source address Kibi gives you. Choose one primary route: supported form connection, JSON webhook or structured email.
3. ANSWERS: Match fullname → Name, mobile → Phone, email → Email and notes → Message. Review extra and unmapped answers.
4. PERSON: Choose the person handling new enquiries. If sharing automatically, check the plan, rotation and Away settings.
5. FOLLOW-UP: Check a fictional submission from the published form, then open its enquiry and plan a callback with a reason and time.

ALSO CHECK
The visitor sees success only after delivery is confirmed.
A failed send keeps the answers on screen.
A double click cannot fire a second in-flight send in the starter.
The wizard sample is a test entry; it stays out of Today and metrics.
A separate normal fictional submission checks the everyday enquiry path.
Don't run webhook and email copies into the same CRM unintentionally.
Test on a phone and on the published page, not only in the editor.

Kibi guide: https://kibihq.com/help/connect-website-form/
Kibi lead capture: https://kibihq.com/features/lead-capture/
Kibi plans: https://kibihq.com/pricing/