What this does

A survey or web form can write each answer straight into a CRM field, so a customer who fills out your form is created or updated in your CRM without anyone retyping. The survey builder you already use is the form builder: nothing new to learn.

Web forms belong to the CRM Studio package; see your plan under Billing, Usage Overview.

Set it up

1. Open Surveys and edit or create a survey.
2. On a question, choose the type CRM field and pick the record type and field it should fill.
3. Under After submit, choose what to create: a contact, a deal or a ticket. If the email matches an existing contact, that contact is updated instead of duplicated.
4. Turn on the Shareable link to publish the form on its own web page, or send the survey inside a chat.

What your customer sees

The form follows the same rules as any survey: required questions, show or hide rules, consent text and your branding. Format checks run as the visitor types and again when the form is sent.

Good to know

• A form never fills a field the visitor was not shown on the form, unless you place it there on purpose.
• Every submission is kept with the survey results, and the created record links back to it.
• Related article: Create and Manage Custom CRM Fields.