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Forms & surveys

Forms and surveys capture information from leads and attach it straight to their contact record - so you qualify people before you even speak to them.

Use a form to collect the basics (name, phone, what they need) on your website or funnel. Use a survey when you want a few qualifying questions - budget, timeframe, service type - to sort serious buyers from browsers.

The real power is routing. A workflow can read the answers, tag the contact, set a custom field, and start the right follow-up automatically. A big-budget enquiry can be fast-tracked to you; a smaller one can go into a nurture sequence.

Embed forms on your site, drop them into a funnel, or send a survey link by text or email.

Tip: ask only for what you need to take the next step. Every extra field lowers completion - name and phone plus one qualifying question is often plenty.

Didn’t answer your question? Ask Genie in the chat, or contact support.
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