The Survey folder will have articles all related to Surveys. This section covers how to build, customize, share, and analyze surveys within your CRM so you can gather structured feedback from your contacts.

Frequently Asked Questions #

Where do I find survey documentation? #

All survey-related articles live in the Surveys folder within the knowledge base.

What can I use surveys for? #

Surveys let you collect structured feedback, qualify leads, and gather detailed information from contacts that feeds directly into your CRM.

How are surveys different from forms? #

Surveys are typically multi-step and question-driven for gathering feedback, while forms focus on capturing contact and lead details. Both store responses in your CRM.

Can survey responses trigger automations? #

Yes. Survey submissions can be used to launch workflows, send notifications, and update contact records.

Are survey responses stored automatically? #

Yes. Responses are captured and associated with the corresponding contact record in your CRM.

Where can I learn to build a specific survey? #

Browse the other articles in the Surveys folder for step-by-step guidance on creating and configuring surveys.