Keeping track of customer inquiries and form submissions can sometimes feel overwhelming, especially when you have to jump between different screens or sections. Now, you can view form submissions right inside your conversation threads, making it easier and faster to understand your customers and respond thoughtfully.

📌 Why This Matters

When form responses are connected directly to your conversations, you get a clearer picture of what your customers need without switching between tabs or systems. This saves time and ensures your replies are more personalized — helping you connect better and keep your business running smoothly.

✨ What’s New

• Form Submissions Embedded in Conversations: See form responses attached right in the relevant message thread, so you have all context together.
• Unified View of Contact Interactions: Access messages, form answers, and past interactions all in one place to avoid hunting for details.
• Improved Lead Context for Faster Follow-ups: Quickly check what your customer submitted before you reply, helping you tailor your responses and improve engagement.

🛠️ How to Use It

1. Step 1: Go to your Conversations section in your CRM or messaging platform.
2. Step 2: Open the conversation with a contact who has submitted a form.
3. Step 3: Look for the form submission item within the conversation thread, usually shown as a card or message.
4. Step 4: Click to expand and review the full details of the form submission to understand your customer’s request better.

💡 Pro Tip

Reviewing form submissions directly in your conversation helps you respond faster and more accurately to customer needs, which can lead to more sales and happier clients.