# Forms & Surveys

Forms and surveys in Drip CRM let you capture customer data, collect feedback, and qualify leads — all while syncing responses directly into your CRM.


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## 📝 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*).


:::tip
 ***Pro Tip****: Pair forms with automations so every new submission triggers a welcome SMS or email sequence.*

:::


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## 📊 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 contact’s profile for context.


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## 🔗 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.


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## 📌 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.


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## ✅ Next Step

Forms and surveys capture data — now let’s turn those details into scheduled meetings. Continue to **Core Modules → Calendars** to learn how to automate bookings and reduce no-shows.