Before you begin, ensure you have customized forms tailored to your specific data needs. If you haven't set up custom forms yet, refer to our article, "How To Customize a Form Or Survey," for detailed instructions.
Begin by navigating to Automations > Workflows and create a new Workflow.
Under Workflow Triggers, select “Form Submitted”
In the Filters section, choose “Form is” and select the specific form from the dropdown menu that you want to extract data from.
Click “Save Trigger” at the bottom right of the screen to confirm your settings.
Navigate to the Actions section and choose “Add to Notes” under the CRM section.
In the “Custom Values” dropdown menu, select “Contacts.”
A secondary dropdown will appear; here, choose the specific form data you want to add to your contact notes.
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When your Custom Value is selected, a corresponding code will appear in the text box; this code will be replaced with the form submission data in your contact’s notes.
Note: Consider adding a field title for clarity.
Click “Save Action” in the bottom right corner of your screen to confirm your action settings.
Toggle the “Publish” switch to activate your workflow.
Click “Save” in the top right corner to apply your changes.
With this setup configured the system will automatically populate contact notes with form submission data. With this streamlined process, you can focus on meaningful interactions with your customers while your system takes care of organizing crucial data points.
For any additional assistance or troubleshooting, do not hesitate to contact our support team.
