How to disconnect a form from one CRM and connect it to a different CRM or to Standalone, by allowing the ‘Select instance’ drop down to be editable

Jan 30, 2026
Knowledge

Legacy Source

Vuture

Validation Status

Validated

Title

How to disconnect a form from one CRM and connect it to a different CRM or to Standalone, by allowing the ‘Select instance’ drop down to be editable

URL Name

How-to-disconnect-a-form-from-one-CRM-and-connect-it-to-a-different-CRM-or-to-Standalone-by-allowing-the-Select-instance-drop-down-to-be-editable

Body

Who is this article for?

Users of all CRM integrations and Standalone

Overview

Forms in a campaign are typically locked to the CRM currently in use at your firm. This lock ensures that it is easier to find the correct mailing list when adding additional fields (such as RSVP responses) to your form. However, if your firm allows the use of more than one CRM or a combination of CRM and Standalone, you may wish to remove the existing lock between a form and the CRM. This article shows how to remove the lock.

Prerequisites

This process works for any CRM-locked form.
You will need to be confident when editing the html of your forms, and have the access to do this. Access is via Admin.Roles.Emails.Edit HTML. If you are not confident we recommend that you request help from your firm's IT Team or from Vuture Support.
Warning: If you think that you might want to reverse this process, or if you might want examples of forms locked to different list sources, it is recommended that you COPY the original form in your campaign first, and then work on the copy.

Step by Step process: To unlock the dropdown list for the CRM in use:

Navigate to the Form Editor of your landing page. You will see the Select Instance drop down is grayed out. This means the selection cannot be edited in its current state:

Click on More Options:

Click on Email Options:

Navigate to Edit HTML:

Do a Control F find (or search) for the id of the drop down - id="_intInstanceId"

Replace the value= "2" with an empty value, like this: value=""

Click ‘Save HTML’

Returning to the form, you will see that the ‘Select instance’ drop down is now editable:

FAQs

Q. Who can make this change?

A. The Vuture Support team can make this change. If a client feels comfortable editing the HTML themselves, they could also do it, if they have Edit HTML as part of their role (Admin.Roles.Emails.Edit HTML).