Handling client forms and surveys can sometimes feel like a hassle, especially when juggling multiple tools. Luckily, connecting your form platform directly to your workflow system can save you time and reduce manual tasks—helping you focus on what really matters: your business and your clients.

📌 Why This Matters

Forms are often the starting point for capturing client interest, feedback, or onboarding information. Without an integrated setup, you might find yourself manually transferring data or waiting to act on responses. Automating form responses and management speeds things up and improves accuracy, making your customer interactions smoother and more responsive.

✨ What’s New

• Instant Form Response Trigger: Your workflows can now respond the moment a client submits a form, allowing for immediate follow-ups or actions.
• Manage Forms Directly: Create new blank forms, duplicate existing ones, or search through submitted responses—all within your workflow environment without switching apps.

• Create Empty Form: Start fresh and build a new form directly from your workflow.
• Duplicate Form: Quickly copy an existing form to save time on setup.
• Search Responses: Find and review submitted answers to enrich client records or prepare reports.

🛠️ How to Use It

1. Step 1: In your workflow system, search for your form integration options.
2. Step 2: Choose a trigger to act when a new form is submitted or select an action like creating or duplicating forms.
3. Step 3: Connect your form account by logging in and authorizing access.
4. Step 4: Build your automation by specifying what should happen immediately after a form is submitted, such as sending a thank-you email or adding a contact.

💡 Pro Tip

Automating form-based actions helps you respond faster to leads and clients, reducing delays and increasing the chances of turning inquiries into paying customers.