Skip to content

Your guide to form and survey automation

By Michael Toth · November 22, 2024
automate-contact-form primary img

Forms and surveys are incredibly versatile tools for gathering information, whether you're collecting customer feedback, managing event registrations, or capturing new leads. But if you have a large volume of responses, manually handling all those submissions can get overwhelming—fast. 

With automated workflows—we call them Zaps—you can put your survey responses to work with no manual effort. Imagine instantly adding new contacts to your email list, notifying your team in Slack, or creating tasks in your project management tool—all triggered by a single form submission. 

When you use automation, you can focus on building relationships and acting on the data, while Zapier handles the heavy lifting behind the scenes. Here's how.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

Skip ahead

Create a custom form or survey with Zapier

Nobody actually enjoys wrestling with form data. You spend ages setting up a form, then have to figure out where all that information goes and somehow get it to play nice with the rest of your tools. It's about as fun as doing your taxes.

That's where Zapier's Automation Platform comes in. Think of it as your data's personal assistant—one that actually knows what it's doing. You can quickly whip up forms with Zapier Interfaces that feed data straight into Zapier Tables. And because it's Zapier, your info automatically flows wherever you need it with Zaps—our automated workflows. 

Want those new customer details to land in your CRM? Done. Need to ping your team in Slack when someone fills out an urgent request? Easy peasy. No more copying and pasting between tools or setting up complicated workflows that break every other Tuesday. It's like having all the LEGO pieces snap together perfectly on the first try.

Get started with one of these pre-built templates:

Screenshot of a contact us form built in Zapier Interfaces.
Contact Us Form Template
Easily receive new messages from customers and automatically get notified of new submissions.
Screenshot of Survey Template
Survey Template
Collect feedback quickly with automatic notifications.
Built using Zapier Interfaces
AI Form Template
Streamline data collection with an AI-powered form.
Product feedback form in front of Table that stores feedback.
Product Feedback Template
Efficiently gather, manage, and respond to customer feedback.

Send automatic follow-up emails

Sending a timely follow-up email after someone submits a form or survey is a great way to nurture relationships and keep the conversation going. Whether you're thanking them for their response, providing additional resources, or confirming receipt of their submission, automated follow-up emails help you stay engaged without manual outreach.

For example, after someone submits a registration form, you can automatically send them a confirmation email with event details or next steps. If you're collecting feedback through a survey, a follow-up email could thank respondents for their input and share how you'll use their feedback. Similarly, if you're gathering inquiries or leads, you can immediately acknowledge them to let them know you received their message and will be in touch soon.

No matter what form tool you use, you can use Zapier to automate follow-up emails. You'll save time and ensure no customers slip through the cracks, keeping your audience engaged and fostering stronger connections with every submission.

Send Emails Automatically for New Form Submissions

  • Zapier Interfaces logo
  • Email by Zapier logo
Zapier Interfaces + Email by Zapier
More details
    Tired of manually sending emails for every new form submission? This automation is designed to streamline your process. Whenever a new form submission is created in Zapier Interfaces, an email will be automatically sent using Email by Zapier. Save time, improve efficiency, and keep your email process running smoothly with this automated solution.

    Get email notifications or send follow-ups to new Typeform respondents

    • Typeform logo
    • Gmail logo
    Typeform + Gmail
    More details
      After someone fills out a form on your site, you often want to receive an email notification or send a follow-up email to the individual who completed the form. This Zapier automation handles both gracefully, sending an email (customizable)—either to you or the form respondent—when a new form entry is submitted.

      Send email via Gmail for new Google Forms submissions

      • Google Forms logo
      • Gmail logo
      Google Forms + Gmail
      More details
        When someone fills out your form or takes your survey, follow up with them via email is a huge part of that process. If someone takes the time to give you information, you'll want to take the same time to thank them or ask more questions. Automate this process with the help of Zapier, and have that first follow up email go out all on it's own.

        Get email notifications for new Typeform entries

        • Typeform logo
        • Email by Zapier logo
        Typeform + Email by Zapier
        More details
          Make sure you know when you have new leads so you can take action. This integration helps by automatically sending an outbound email when there is a new entry in Typeform. You'll be able to follow up with leads more effectively than ever.

          Email new SurveyMonkey survey responses

          • SurveyMonkey logo
          • Email by Zapier logo
          SurveyMonkey + Email by Zapier
          More details
            SurveyMonkey is your go-to for collecting feedback and keeping your customers happy. But what if you simply don't have time to constantly log into your account? That's where Zapier comes in. With this SurveyMonkey - email integration, you can easily send SurveyMonkey responses to the email address of your choice. With SurveyMonkey survey answers going straight to your email account (or an employee's) you can make sure no customer feedback goes unnoticed. Easy, right?

            Save form and survey responses in a spreadsheet

            Organizing your form and survey responses in a spreadsheet is one of the easiest ways to track incoming data, analyze trends, and share insights with your team. By automatically saving responses to a spreadsheet, you can ensure all the information you collect is consistently logged in real time, reducing manual data entry and eliminating the risk of errors.

            For instance, if you're running a customer satisfaction survey, you can automatically log each response in a spreadsheet to quickly identify trends, calculate averages, and pinpoint areas for improvement. If you're gathering leads through a form, saving each new entry in a spreadsheet allows you to filter, categorize, and prioritize follow-up actions. Similarly, if you're using forms to collect registrations or contact inquiries, having everything organized in a central spreadsheet makes it easy to track progress and manage next steps.

            Here are a few Zaps to get you started:

            Collect new Typeform responses as rows on Google Sheets

            • Typeform logo
            • Google Sheets logo
            Typeform + Google Sheets
            More details
              Forms are great at capturing user information, but exporting their results takes time. Zapier can help you analyze those entries in a spreadsheet automatically with this integration. Once you set it up, it will catch every new entry you receive on a Typeform, saving the results to a new row on Google Sheets so you don't have to do it yourself.

              Add new SurveyMonkey responses to new Google Sheets rows

              • SurveyMonkey logo
              • Google Sheets logo
              SurveyMonkey + Google Sheets
              More details
                Have your SurveyMonkey submissions automatically added to Google Sheets by Zapier every time a new SurveyMonkey survey response is received so that it's easier to share survey data with teammates. After you set up this SurveyMonkey Google Sheets integration, every time there is a new SurveyMonkey response, a new row will be added to a Google Sheets spreadsheet.

                Create rows in Google Sheets for new Gravity Forms submissions

                • Gravity Forms logo
                • Google Sheets logo
                Gravity Forms + Google Sheets
                More details
                  Need to save your Gravity Forms submissions to a Google Sheets spreadsheet so you can easily share results with teammates and other collaborators outside of Gravity Forms? This Gravity Forms-Google Sheets integration makes it easy to do just that, automatically.

                  Generate rows in Google Sheets for new Unbounce submissions

                  • Unbounce logo
                  • Google Sheets logo
                  Unbounce + Google Sheets
                  More details
                    Forget manual exports. Automation can keep a log of all your form responses while you're busy with work that matters. After you turn on this integration, it will trigger with every new form submission you get on Unbounce, automatically adding a new row on Google Sheets for each one. You'll never have to worry about copy/pasting again.

                    Add new Wufoo entries to a Google Sheets spreadsheet

                    • Wufoo logo
                    • Google Sheets logo
                    Wufoo + Google Sheets
                    More details
                      Wufoo forms are an excellent way to capture information from your customers online, and it's convenient to embed them in websites and web pages. But less convenient is making use of and organizing the form submission data.

                      Add Google Sheets rows for new Google Forms responses

                      • Google Forms logo
                      • Google Sheets logo
                      Google Forms + Google Sheets
                      More details
                        Store responses from your forms directly in a spreadsheet! Use Zapier to automatically send those form responses right in a spreadsheet, and never worry about missing any submissions again.

                        Create tasks from form and survey responses

                        When you're collecting information in a form, it's hopefully because you plan to take action based on those responses. You don't want them rotting away in a folder somewhere. 

                        If you're using a form to collect customer service requests, automatically creating tasks in your project management tool means every request is promptly logged, assigned, and tracked until completion. Similarly, if you're collecting feedback through surveys, you can automatically generate tasks for follow-up actions like addressing concerns or investigating suggestions. Event registrations or volunteer sign-ups can also trigger task creation, allowing your team to stay organized as you prepare for an event.

                        Automatically turning form submissions into tasks saves time, reduces manual tracking, and ensures responses lead to meaningful actions. This process keeps your projects organized and ensures that your team remains responsive to essential tasks.

                        Create Trello cards from new Google Forms responses

                        • Google Forms logo
                        • Trello logo
                        Google Forms + Trello
                        More details
                          When someone fills out a form in Google Forms, you likely have a list of things to do with that new information. With this integration, you won't have to create those tasks manually in your to-do app every single time, or worry about forgetting to do them! Let Zapier automation handle that for you by automatically saving new Google Forms responses as Trello cards.

                          Create Trello cards from new Typeform responses

                          • Typeform logo
                          • Trello logo
                          Typeform + Trello
                          More details
                            If you're collecting data via form software like Typeform, often you want to create follow-up items. This Typeform-Trello integration automatically creates new Trello cards when someone completes your Typeform form.

                            Create new Trello cards from SurveyMonkey responses

                            • SurveyMonkey logo
                            • Trello logo
                            SurveyMonkey + Trello
                            More details
                              If you collaborate with your team using Trello, you can add new cards to a board using SurveyMonkey. Zapier can capture SurveyMonkey responses and create a new card on Trello as soon as they are received. That gives you an easy way to remember which survey responses need a follow-up

                              Add new Wufoo form entries to Trello as cards

                              • Wufoo logo
                              • Trello logo
                              Wufoo + Trello
                              More details
                                By connecting Wufoo and Trello with Zapier, you can instantly create brand new Trello cards from entries on any Wufoo form. Take any information you'd like from a form and create brand new Trello cards on any board in a matter of minutes.

                                Add subscribers from forms and surveys

                                Forms and surveys are often excellent tools for growing your audience. Automatically adding contact information collected through forms to your email list or CRM ensures you don't miss any potential leads and saves time on manual data entry.

                                Suppose you're using a form to gather newsletter sign-ups or event registrations. In that case, you can automatically add those contacts to your email marketing platform so they're included in your next campaign. Similarly, if you're collecting feedback or interest through surveys, you can automatically add those respondents to your CRM, allowing you to segment your audience and send targeted follow-ups based on their responses.

                                With automation, you can focus on engaging with your audience, improving your communication strategy, and driving growth without worrying about manual data entry or missed leads.

                                Create Flodesk subscribers from new Squarespace form submissions

                                • Squarespace logo
                                • Flodesk logo
                                Squarespace + Flodesk
                                More details
                                  This integration creates Flodesk subscribers from new Squarespace form submissions.

                                  Add or update ActiveCampaign contacts with new SurveyMonkey responses

                                  • SurveyMonkey logo
                                  • ActiveCampaign logo
                                  SurveyMonkey + ActiveCampaign
                                  More details
                                    Set up this Zapier integration to effortlessly capture SurveyMonkey responses and pass the information over to ActiveCampaign. New contacts will automatically be added, and any existing contacts will be updated, saving you time for more important work.

                                    Add New SurveyMonkey Respondents to a Mailchimp Email List

                                    • SurveyMonkey logo
                                    • Mailchimp logo
                                    SurveyMonkey + Mailchimp
                                    More details
                                      If you want to easily follow up with your SurveyMonkey survey respondents by adding them to your Mailchimp email list, Zapier can help. This SurveyMonkey and Mailchimp integration will take any new SurveyMonkey respondent and add them to a Mailchimp email list of your choosing.

                                      Send chat notifications

                                      Forms and surveys often collect critical information that requires immediate attention or team coordination. Automatically sending chat notifications based on new form submissions keeps your team in the loop without manual updates or constant checking.

                                      If you're using a form to gather customer inquiries, feedback, or internal requests, you can automatically notify a Slack channel whenever a new response is received. This setup lets your team respond quickly to customer issues, delegate tasks, or track new leads in real time. Similarly, if you're collecting survey responses, automated Slack notifications can alert your team to new feedback, enabling prompt action and better collaboration.

                                      Automating chat notifications reduces delays in responding to submissions, improves team communication, and ensures that critical updates are never missed. This approach helps create a more efficient and connected workflow, keeping your team informed and engaged.

                                      Share Google Forms responses in a Slack channel

                                      • Google Forms logo
                                      • Slack logo
                                      Google Forms + Slack
                                      More details
                                        Knowing when you have new responses to your forms is key to staying on top of incoming information. Why not have that come right into your team chat app? Zapier can help you with that, and you'll always know when you have a new response to see.

                                        Get Slack notifications for new Typeform entries

                                        • Typeform logo
                                        • Slack logo
                                        Typeform + Slack
                                        More details
                                          The best way to keep your team in the loop is to bring updates where they spend most time. Once active, this integration will automatically post messages to Slack whenever you get a new response on Typeform. Just choose what information you want to post from the response during setup, and we'll take care of the rest!

                                          Share SurveyMonkey responses on Slack

                                          • SurveyMonkey logo
                                          • Slack logo
                                          SurveyMonkey + Slack
                                          More details
                                            Zapier makes it easy to track your SurveyMonkey responses. If you use Slack for your team communication, you can use Zapier to send a message to a Slack channel whenever a new response is received. Zapier will wait for a response, and then send a message letting you know once a new response is received.

                                            Send Slack messages for new entries on Cognito Forms

                                            • Cognito Forms logo
                                            • Slack logo
                                            Cognito Forms + Slack
                                            More details
                                              Having a hard time keeping the team aware of all the new information coming in from Cognito Forms? Make use of Zapier automation and you won't have to worry about that again: this Cognito Forms Slack integration will react to every new Cognito Forms entry once active, automatically sending out a message to the indicated Slack channel with everything you need to know.

                                              Add leads to form and survey tools

                                              Efficiently capturing leads is crucial for any business aiming to grow its customer base. Integrating lead generation tools with form tools can ensure you automatically log every new lead into your system, streamlining your lead management process.

                                              For example, when you receive a new lead through a Google, LinkedIn, or Facebook Lead Gen form, Zapier can automatically submit the lead's information to a form in Gravity Forms, Wufoo, or another form tool. This setup is ideal for teams that use forms as a central hub for processing leads, standardizing all lead information regardless of the lead source. This setup allows seamless integration with existing workflows, such as routing leads to your CRM, assigning them to sales reps, or sending automated follow-up emails.

                                              By automating lead capture, you ensure that every new lead is efficiently recorded in your system, allowing your team to focus on nurturing these leads rather than manually entering data. Here are a few Zaps to get you started.

                                              Submit gravity forms for new Facebook lead ads.

                                              • Facebook Lead Ads logo
                                              • Gravity Forms logo
                                              Facebook Lead Ads + Gravity Forms
                                              More details
                                                Streamline your lead management process with this Zap that submits a Gravity Form each time a new lead is collected from Facebook Lead Ads. Instead of manually transferring lead information, this workflow takes care of it for you, saving time and ensuring an organized database of potential customers.

                                                Send new Facebook Lead Ads leads through a WuFoo form

                                                • Facebook Lead Ads logo
                                                • Wufoo logo
                                                Facebook Lead Ads + Wufoo
                                                More details
                                                  Does your follow-up process start with WuFoo? Make it easy to leverage your existing process by sending new Facebook Lead Ads leads through a Wufoo form automatically with Zapier. Once you complete this integration, leads will enter your WuFoo form one-by-one, while you spend your time on more important tasks.

                                                  Create Gravity Forms entries from new LinkedIn Ads form submissions

                                                  • LinkedIn Ads logo
                                                  • Gravity Forms logo
                                                  LinkedIn Ads + Gravity Forms
                                                  More details
                                                    Effortlessly manage your leads with this LinkedIn Ads and Gravity Forms integration. Whenever a new lead submits a response through a LinkedIn Lead Gen form, the workflow will send their information to Gravity Forms, creating a new form submission. Stay organized and improve lead tracking by automating data transfer between the two platforms.

                                                    Create Wufoo entries from new LinkedIn Ads lead gen form responses

                                                    • LinkedIn Ads logo
                                                    • Wufoo logo
                                                    LinkedIn Ads + Wufoo
                                                    More details
                                                      Effortlessly manage new lead information from LinkedIn Ads by adding this data to Wufoo with this seamless workflow. Anytime a new lead gen form response is received in LinkedIn Ads, this automation will create an entry in your desired Wufoo form, ensuring accurate and organized information for your marketing team. Save time and keep your leads organized with this efficient solution.

                                                      Create Entry in Gravity Forms for new lead form entries in Google Ads

                                                      • Google Ads logo
                                                      • Gravity Forms logo
                                                      Google Ads + Gravity Forms
                                                      More details
                                                        Act on new leads from Google Ads quicky. Take action within Gravity Forms automatically whenever a new lead form entry is submitted by a prospective customer in Google Ads.

                                                        Streamline your form and survey management with automation

                                                        Automating your form and survey workflows with Zapier can transform how you handle data and respond to submissions. Automatically linking your forms to your existing tools like Google Sheets, email platforms, and task management systems allows you to streamline processes, ensures you don't miss responses, and frees time for more valuable tasks. 

                                                        With Zapier, you can easily integrate your forms with the rest of your tech stack, allowing you to focus on what matters most: building relationships, improving workflows, and acting on valuable insights. Get started automating your form and survey tools.

                                                        Get productivity tips delivered straight to your inbox

                                                        We’ll email you 1-3 times per week—and never share your information.

                                                        Try Zapier

                                                        Free forever for core features. 14-day trial for premium features and apps.

                                                        Related articles

                                                        Improve your productivity automatically. Use Zapier to get your apps working together.

                                                        A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'