Template
Form-to-workflow testing checklist
Verify the front-end feeds the CRM correctly.
Week 8
Related training lesson: Week 8: Lead Capture Assets: Forms, Documents, QR Codes, and Social Media
Purpose
Use this checklist to verify that a form, landing page, QR code, or social link creates the right CRM result from front end to contact record.
When to Use This Template
- Before publishing a lead capture form
- Before sending traffic from QR codes or social posts
- Before launching a landing page or funnel
- When forms create contacts but not opportunities
- When source tracking or workflow behavior needs verification
How to Use It
- Test the asset like a real contact. Submit from the public destination, then check the contact record, workflow history, pipeline, source reporting, confirmation, and internal notification.
Template / Checklist Content
Path Definition
| Item | Decision |
|---|---|
| Asset name | |
| Public URL | |
| Audience | |
| Source tag/value | |
| Connected form | |
| Workflow | |
| Pipeline/stage | |
| Thank-you action | |
| Internal notification owner |
Front-End Test
- Page opens on desktop
- Page opens on mobile
- CTA is visible
- Form fields display correctly
- Consent language appears where needed
- Thank-you action works
CRM Record Test
- Contact is created or updated correctly
- Name, email, and phone map correctly
- Custom fields map correctly
- Source tag/value is applied
- Opportunity is created or updated correctly
- Correct pipeline stage is applied
Workflow Test
| Expected event | Did it happen? | Evidence checked | Fix needed |
|---|---|---|---|
| Workflow started | |||
| Confirmation sent | |||
| Internal notification sent | |||
| Stop condition works | |||
| Reporting source visible |
Before You Finish
- ✓Public path was tested, not only preview mode
- ✓Mobile path was tested
- ✓Contact record was opened and verified
- ✓Workflow history was checked
- ✓No duplicate opportunity was created
- ✓Source reporting works