Form and Survey Automation

Forms & Surveys

Form and Survey Automation

Every form or survey submission in Lead Fuel CRM can trigger automated actions. This means you can instantly follow up with leads, notify your team, tag contacts, and start workflows the moment someone fills out a form.

Form Submission Triggers

When building a workflow, you can use "Form Submitted" or "Survey Submitted" as a trigger event. This fires every time someone completes the specified form or survey.

Common Automation Actions

Here are practical automations triggered by form submissions:

• Send Confirmation Email: Automatically email the contact a confirmation or thank-you message immediately after submission.
• Send SMS Follow-Up: Text the contact with next steps or a booking link.
• Notify Your Team: Send an internal notification to the assigned team member or sales team.
• Add Tags: Automatically tag the contact based on their form responses (e.g., "Interested in Service A").
• Create Opportunity: Automatically create a new pipeline opportunity for the contact.
• Assign to Team Member: Route the lead to the right team member based on form field values.

Auto-tagging Based On Responses

Use conditional logic in your workflow to apply different tags based on what the contact submitted:

• If the contact selected "Budget: $10k+" on the form, apply the "High Value" tag.
• If the contact's project timeline is "Immediate," tag them as "Hot Lead" and trigger priority follow-up.
• If the survey score is above a threshold, tag as "Qualified" and move to the next pipeline stage.

Tip: Always send an immediate confirmation after a form submission. Leads expect a response within minutes, and an automated confirmation email or SMS sets the right first impression while you prepare a personalized follow-up.

Need more help? Contact Lead Fuel CRM support for personalized assistance.