Building Sitecore Forms with Webhooks and Sitecore Connect

Sitecore XM Cloud Forms Builder provides a powerful way to create interactive forms for your digital experiences. The intuitive design tools, configurable field properties, and robust integration features make it an excellent choice for marketers and developers seeking scalable, secure, and flexible data collection workflows.

Step 1: Designing a Form

• Start from the Sitecore XMC Forms Dashboard and click "Create New".

• Enter your form’s name and hit Save to begin design.
• Choose a layout that fits your scenario such as Full Width for a contact form.

• Add commonly used fields: Button, Email, Phone, Short Text, Long Text, Number, Radio Button, Multi List, Select, or Check Box. Sitecore’s form builder provides various field types for robust customization.

• Customize each field with properties:

• Use the Logic tab to add dynamic logic, such as showing or hiding fields based on inputs ideal for tailoring form flow to particular users.

Form Settings

In the Settings tab, you can configure:

• Configure Form ID, Form Name, and Styling.
• Define Submit Actions: display a success message or redirect to a URL.
• Connect submissions to external systems using Webhooks.

Add Dynamic Logic

• Use the Logic tab to show or hide fields based on user input.
• Example: Display the Company Name field only when the Business Inquiry option is selected.

Step 2: Configuring Webhook Integration

Webhooks connect your form submissions to external applications in real time.

• Click on Crate Webhook
• We have multiple Authentication  Type
• Under "Choose Webhook," create and configure a webhook. Sitecore supports authentication types including OAuth2, Basic, API Key, or No Authentication.

• Once saved, select your newly created webhook for the form.
• Testing is best practice: use the Test Webhook function within the Settings to simulate form submissions and confirm payload delivery.

Step 3: Creating a Recipe in Sitecore Connect

Sitecore Connect makes it easy to integrate form data with external applications like Salesforce.

• Open the sitecore connect URL
• Here we are showing recipe for send the data to salesforce
• Click on Create

• Select a Recipe for your integration

• Add the Recipe Name and location

• Then Click Start Building

• After that Click on  Event Section and then setup Manually

• Add Event Name  and add Payload
• Click on Payload add Json form data

• Click on Next

• After that Click on Generate Schema
• Below URL we need to add in Webhook

• Now Add Action

• Click On Action and select the Action in App

• Then Select the Salesforce

• Select Create Record and select connection
• Select the case object

• Now Add the map the property form payload

• Now save the recipe and start

Best Practices and Features

• Preview forms across devices with the form builder’s built-in preview tool.
• Use templates and versions for easy reuse and rollback.
• Leverage multi-step forms and conditional logic to boost completion rates and user relevance.
• Maintain security and compliance by selecting authentication methods and managing webhooks carefully.

Sitecore XM Cloud Forms, combined with webhook automation and Sitecore Connect, streamline your digital forms, from design and deployment to third-party integration while providing advanced flexibility and enterprise-grade security.

Note: For more details, refer to the official documentation here:👉 Sitecore XM Cloud – Create a Form