What You’ll Accomplish
By the end of this guide, you will be able to:
Automatically add form or survey responses to contact notes
Keep customer records centralized and easy to review
Reduce manual data entry and errors
Prerequisites
Before getting started, make sure you have:
A custom form or survey already created
Access to Automation → Workflows
Step 1: Create a Workflow Trigger
Navigate to Automation → Workflows
Click + Create Workflow and select Start from Scratch
Add a Trigger
Choose Form Submitted
Under Filters, select:
Form is
Choose the specific form you want to capture data from
Click Save Trigger
Step 2: Add the “Add to Notes” Action
Click the + icon below your trigger
Under CRM, select Add to Notes
Step 3: Insert Form Answers Using Custom Values
Inside the Note editor, click Custom Values
Select Contact
Navigate to Custom Fields
Choose the form field or answer you want to store
Once selected, a dynamic value (for example:
{{contact.stripe_customer_id_form_submission}}) will appear in the note editor.
Best Practice: Label Your Data
To keep notes readable, add text labels before each value. Example:
Stripe Customer ID: {{contact.stripe_customer_id_form_submission}}You may include multiple form fields in the same note by adding multiple custom values.
Step 4: Save and Publish the Workflow
Click Save Action
Toggle Publish
Click Save in the top-right corner
🎉 Your workflow is now live. Each time the form is submitted, the selected answers will be added to the contact’s notes automatically.
How This Helps Your Team
Sales and support teams can view form data directly in the contact record
No switching between forms, surveys, and CRM records
Cleaner timelines with consistent, structured notes
FAQs
Can I use multiple forms to add notes to the same contact?
Yes. Create a separate workflow for each form. All workflows can add notes to the same contact record.
What happens if a form is submitted again?
Each submission will add a new note entry. Existing notes are not overwritten unless you manually remove them.
Can I include multiple answers from one form?
Absolutely. Add multiple custom values inside the same Add to Notes action.
Can I format the notes for readability?
Yes. You can add:
Headings
Line breaks
Labels
This makes notes easier to scan and understand.
Does this work for surveys as well as forms?
Yes. The process is identical.
Simply change the trigger to Survey Submitted and select your survey instead.
What should I do if the workflow isn’t working?
Double-check:
The correct form or survey is selected
The workflow is published
If issues persist, contact support for troubleshooting assistance.