Forms & Surveys
Forms and surveys in Drip CRM let you capture customer data, collect feedback, and qualify leads β all while syncing responses directly into your CRM.
π Forms
Forms are perfect for lead capture, bookings, or onboarding.
Features
Drag-and-drop builder with fields for text, email, phone, dropdowns, and checkboxes.
Add custom questions for your industry.
Embed on your website, funnel, or landing page.
Auto-tag contacts when they submit a form (e.g. Web Lead or Consultation Request).
Pro Tip: Pair forms with automations so every new submission triggers a welcome SMS or email sequence.
π Surveys
Surveys are ideal for collecting more detailed responses.
Features
Multi-step surveys with progress bars.
Conditional logic (show/hide questions based on answers).
Export results for analysis or reporting.
Store all answers inside the contactβs profile for context.
π Integration with CRM
Every submission automatically creates or updates a contact record.
Responses are stored in the contact timeline.
Tags and Smart Lists update dynamically based on survey answers.
π Example Use Case
An accounting firm uses a pre-onboarding form that asks:
Business type
Company size
Services needed
Based on the answers, contacts are tagged as Startup, SME, or Enterprise, and routed into tailored nurture workflows.
β Next Step
Forms and surveys capture data β now letβs turn those details into scheduled meetings. Continue to Core Modules β Calendars to learn how to automate bookings and reduce no-shows.