The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).
Create a dynamic form within a few minutes and embed it on your own and/ or business website. Dynamic forms can be customized to serve various purposes. Here are a few ways in which Dynamic forms can be customized:
You can install the tools on all of the pages or only on specific pages of your website depending on your requirements. This can be done with the help of simple rules and advanced rules on the website set up page.
Whitelist the following URLs if you have setup content security policy on your Website. If you are not familiar with coding, you can share this with your developer to add it into the security policy. By doing this, you can make sure that the Serviceform tools load without any interruptions.
• https://dash.serviceform.com
• https://ucarecdn.com
• https://*.firebaseio.com
• https://statistics.serviceform.com
• images2.serviceform.com
• https://*.firebasedatabase.app
• https://cdn.serviceform.com/
• https://*.cloudflarestream.com (If videos are used in the tools)
Once you have logged in to your Serviceform account and installed the pixel, navigate to the Install tools section via the Tools to access the Rules configuration :
You can make use of the simple rules to install the tool(s) on all the pages of your site. You can install Chatbots, Live chats, Pop-ups, and Lead bars by using simple rules. Here is how you can do it:
1. Click on Add new tool. Select the tool type and the tool that you prefer to add and click on Add.
2. Enable the rule and click Save rules.
The quick menu lets you change, edit, or remove tools from the simple rules. If you delete or replace tools on the website setup section, it won't remove the tool itself, it just removes the rule that displays the tool on your website.
Advanced rules can be used if you want to install your tools only on certain pages of your web site. You can install Inline Chats Dynamic forms, and Online/ Offline tools by using advanced rules. Refer to the conditions below to get a better understanding -
• URL contains
The tool will be displayed if the URL contains a specific set of words. If you want to install the tool on your products page - www.example.com/products - you can refer to the screenshot as an example.
• URL equals
The tool will be displayed if the URL exactly matches the keywords provided. If you want to install the tool on your main home page - www.serviceform.com - you can refer to the screenshot below.
• CSS selector
The tool will be displayed in the section of the web page where the html element exists. For instance, if you want to display the inline bot or the form in the middle section of your page where the HTML element with the class name example is located, you can add the rule referring to the below image.
Once you have specified where you want to install the tool, you can choose which tool to install and enable the rule. Do not forget to save the rule.
Note that the rules will be prioritized from top to bottom of the list, i.e. the rules at the top would override the ones below them.
In the scenario above, the first rule would override the second rule which has the same URL, i.e. the Live chat tool will not be displayed in the site.
• One page mode
Use one page mode when loading the pixel, use on websites to refresh pixel when url changes but page doesnt re-load.
• Performance mode
When the performance mode is enabled, the tools would only be displayed when the user scrolls the completely loaded website. This would allow the website to load faster.
• Cookieless mode
Turn off website analytics to only track chat or form related user.
Using this feature, you can send the leads and/ or notify specific teams. The rules set under this override the settings configured in the tools builder interface. You can add a new rule:
• Send leads to Email
Leads can be sent to specific Email addresses by selecting Email lead to option after setting your preferred conditions -
• Notify teams
Rules can be set to notify teams as well -
Using these rules, you can control the placement of tools on your website with precision. Ensure each element appears exactly where you want it, optimizing user experience and engagement effortlessly.
Serviceform starts for free and you can use it for free forever. If you want to generate more than 50 interactions per month, our plans start at,
Our help team is always ready to help. You can visit help.serviceform.com to access our help documentation or you can chat with one of our support team members here. Also, you can ask anything in an email to our support team via help@serviceform.com.
The free forever plan gives you access to all conversion tools. Our conversion tool suite includes Chatbots, Forms, Popups, WhatsApp Chatbots, Landing Pages, and much more. You can install as many tools as you wish and get 50 interactions every month entirely for free.
You can sign up with just a single click through Google or Microsoft. Or you can enter your company email address and sign up. No credit card required and you can use Serviceform for free forever.
Our easy drag and drop builder lets you custom, personalized chatbots without having to write a single line of code. If you run into any issues, you can always refer to our help documentation.
Serviceform generates a unique pixel code which you need to simply copy and paste into the <head> tag of your website. Then all you need to do is to toggle a button from our simple website setup, and your conversion tool will be live on your website.
Yes, our conversion specialists are happy to help you do the setup. Simply book an appointment with our team and let them know what you want.
Yes, Serviceform tools can be integrated with more than 100 applications including, Hubspot, Salesforce, ClickUp, and even Google Sheets. Click here to learn more.
Currently, only 5 AI Scraper jobs can run simultaneously. If you have more jobs, they will queue and start automatically once a slot is free.
Try using Manual mode and add a few links to see if they work. If successful, you can continue using Manual mode. For websites with complex structures, also try Manual mode with the Advanced Scraper type.
Some websites block automated requests, which may prevent scraping. To fix this, the customer must whitelist our IP addresses:
Whitelisting these IPs allows our scraper to access the website without being blocked or hitting rate limits. We use only these two fixed IP addresses for scraping.
his may happen if:
Solution: Use Advanced Scraper, double-check CSS selectors, and ensure required URLs are included.
Yes. Limit scraping to one language per site to avoid duplicate information. For example, set the site name to Customer FI if scraping Finnish pages only.
Basic: Always try first—it’s less resource-intensive.
Advanced: Use if Basic doesn’t return results.
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