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Add post-event survey note to lead record for follow-up

Add post-event survey note to lead record for follow-up

Your post-event survey submissions are not linked to contacts, leaving reps without attendee context for outreach. Attach responses to leads so reps can follow up same day.

Add post-event survey note to lead record for follow-up

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Overview

When post-event survey responses sit disconnected from your CRM, reps lack the attendee context needed for timely outreach. This flow attaches survey feedback to the correct lead and surfaces it in the lead timeline, enabling same-day follow-up and clearer rep action.

Add post-event survey note to lead record for follow-up