Form & Survey Builder — More Than Just Lead Capture

Most people think of forms as basic lead capture tools—but in Interflow CRM, they can do so much more.

Whether you're gathering client intake details, qualifying leads, collecting testimonials, or running feedback surveys, the Form & Survey Builder is your go-to for capturing data and triggering smart automation behind the scenes.

📄 Ways to Use Forms Beyond Lead Gen

• Client Intake Forms: Automatically gather info when someone books a service

• Onboarding Checklists: Let new clients complete step-by-step tasks to get started

• Testimonial Requests: Ask happy clients for reviews or quotes

• Feedback Surveys: Improve your services based on real responses

• Internal Notes & Hand-Offs: Use hidden fields to pass data between team members or systems

🔧 How to Level Up Your Forms in Interflow

1. Use Conditional Logic — Show or hide questions based on answers

2. Automate Follow-Up — Trigger a workflow after someone submits a form

3. Assign Tags Automatically — Segment contacts based on responses

4. Embed Anywhere — Drop forms onto landing pages, websites, or send directly via link

✨ Pro Tip: Pair with Workflows

One form can unlock a whole system. For example:

New client fills out an intake form

• → Gets added to a nurture sequence

• → Receives automated email with next steps

• → Team gets notified with the client details

That’s what it means to streamline your business on autopilot.

🚀 Ready to Upgrade Your Forms?

Stop thinking of forms as static lead capture tools. Inside Interflow, they can power your processes, improve your customer experience, and save you hours each week.

Learn More About Forms & Surveys in Interflow CRM