View Form Submissions Within Conversations

You can now view a contact's form submission data directly within their conversation thread. This provides immediate context for your team, allowing for faster and more informed follow-up without needing to switch between different areas of the CRM.

Enabling the Feature on a Form

For a form's submissions to appear in Conversations, you must enable the setting on the form itself.

1. Navigate to Sites > Forms.
2. Open the form builder for a new or existing form.
3. Click on the Settings tab for that form.
4. Find and enable the option labeled Create Conversation on Submission.
5. Save your form.

Viewing a Submission in a Conversation

Once the setting is enabled and a contact submits that form, a new conversation will be created or an existing one will be updated.

1. Go to the Conversations section.
2. Open the conversation for the contact who submitted the form.
3. Inside the message thread, you will see a card representing the form submission.
4. Click View Submission on that card to see the full details of that specific submission.
5. To see all submissions for that particular form, click Check all Form Submissions.

Filtering for Form Submission Conversations

To quickly find all conversations initiated by form submissions, you can apply a filter in your Conversations inbox.

1. In the Conversations section, open the filters menu.
2. Set the first filter field to Last Message Channel.
3. Set the condition to Is.
4. Set the value to Forms Submission.
5. Click Apply to filter your view.

Common Questions

Do I need to turn this on for every form?
Yes. The Create Conversation on Submission setting must be enabled individually on each form where you want this behavior.

Can I still see submissions on the main Forms page?
Yes. This feature provides an additional way to access submission data within the context of a conversation. All submissions are still available in the main Forms Submissions area.

Will submissions from before I enabled the setting appear?
No. This feature applies only to form submissions received after the setting is enabled and saved.

Does this automatically create a workflow?
No. This setting only controls the visibility of the submission in Conversations. To automate actions based on a form submission, you must create a separate workflow using the Form Submitted trigger.