Forms & Surveys
Capture structured data into contacts and workflows.
Overview
Build forms and surveys with conditional logic, custom-field mapping, file uploads, and multi-page flows. Submissions create or update contacts, set tags, and trigger workflows. Surveys add scoring and branching.
What it's for
Collect lead info, feedback, or qualifications and turn submissions into automated action.
Capabilities
Form builder
Drag-and-drop fields; map to contact custom fields.
Conditional logic
Show/hide fields based on prior answers.
Surveys with scoring
Score answers and branch the experience.
File uploads
Accept documents/images into the contact or storage.
Submit actions
Create/update contact, add tags, trigger workflow, redirect.
Embed anywhere
Embed on funnels, websites, or external pages.
Use cases
Qualify leads
A scored survey routes high-score submissions to sales (workflow + opportunity) and low-score to nurture.
Intake forms
An onboarding form populates custom fields and triggers a client-onboarding workflow.
AI prompt patterns
Copyable templates for prompting an AI agent about this feature.
Design a [purpose] form/survey for [audience]: list fields, custom-field mapping, conditional logic, and the submit action + workflow.Design a scored qualification survey with [N] questions, scoring rules, and the branching outcome for each score band.Integrations & connections
- Submissions create/update contacts and set tags
- Triggers workflows on submit
- File uploads land in storage / contact record
Gotchas & limits
Things an AI should not assume about this feature.