You can now access and view form submissions directly inside the Conversations module.
That means when a contact submits a form, your team can review what they submitted in the same interface where you’re already texting, emailing, and following up.
This is a simple update—but it removes a major friction point for speed-to-lead and support workflows.
✅ What’s New
Form submissions are now visible inside the conversation thread for the contact who submitted the form.
So instead of hunting for submissions under Forms/Surveys, you can see:
✅ The submission is tied to the exact contact
✅ the responses right inside the thread
✅ a clear link to open the full submission details
This gives you immediate access to the context you need before you reply.
💡 Why This Matters
This upgrade improves three things immediately:
⚡ Faster Response Times
Agents can read the form response and reply without leaving Conversations.
Less friction = faster replies = more booked calls.
🧠 Better Context Before Responding
You can see exactly what the lead asked for or submitted before you respond.
No more “Hey—what did you fill out?” messages.
🔁 Reduced Context Switching
Instead of bouncing between:
Conversations → Forms → Submissions → back to Conversations
…it all happens in one place.
That’s a big efficiency gain when you’re handling volume.
🛠️ How It Works
To use this feature, you’ll enable it at the form level.
Step-by-step:
- When creating a form, toggle on the setting to view form submissions on the Conversations page
- Once enabled, new form submissions will start appearing in the contact’s conversation thread
- Click View Submission to see attribute-level details for that specific submission
- Click Form Submissions to view all submissions associated with that form
This is especially useful when a contact submits multiple forms over time and you want the full history.
✅ Common Use Cases
Here’s where this shines immediately:
📥 Responding to inbound lead forms
A lead opts in—your agent opens the thread, sees the submission, replies instantly.
🧾 Reviewing inquiry details before replying
Perfect for “request info” forms, quote forms, or eligibility forms.
🧑💻 Supporting customers through funnels or websites
When a customer submits a support form, your team can see exactly what they submitted while responding—without chasing details.
🎯 Final Thought
Small workflow upgrades like this have an outsized impact.
When submissions live inside Conversations, your team moves faster, responds with better context, and stays focused—especially in high-volume lead environments.
If you rely on forms for lead capture, this is one of those “turn it on and feel the difference immediately” features.
🔗 Need Help? Here Are Your Next Steps
If you want help cleaning up workflow overlap, fixing message issues, or tightening your automations, here are the best links to use:
