Forms & Survey Submissions For Workflows
Streamline Client Data Collection and Workflow Automation for Agencies
Transform your agency's approach to data collection with Forms & Survey Submissions, a powerful tool from Level Up Marketplace. Designed specifically for agencies, this app makes it easy to manage and automate workflows based on form and survey responses. Whether you're collecting client feedback, lead data, or market research, these tools empower your agency to build more efficient, targeted workflows and better engage your audience.
Form Retrieval
Survey Access
Auto-Segmentation
Workflow Triggering
Detailed Information
Actions
Create MediaGet Forms
Upload a media file by providing the file URL or directly attaching the file. You can also include optional metadata like file type or tags for better organization.
Upload File To Media Library
Provide the file you want to upload along with optional metadata such as file name, description, or tags. Once uploaded, the file will be stored in your media library for easy access and use in workflows.
Delete File from Media Library
Enter the file ID or name of the media item you want to delete. Once executed, the specified file will be permanently removed from your media library.
Detailed Information
Use Cases
Automated Lead Capture
Automatically pull submitted forms like contact requests or signup forms and trigger CRM workflows to qualify and follow up with new leads—no manual entry needed.
Client Feedback Loops
Retrieve post-service or onboarding survey responses and instantly launch tailored email sequences, follow-up tasks, or internal notifications based on satisfaction scores or feedback types.
Targeted Client Segmentation
Use form and survey data to segment clients by preferences, needs, or behavior, then trigger personalized workflows, campaigns, or service recommendations.
Market Research Automation
Collect market insights through surveys and automatically populate analytics dashboards or notify teams for trend-based decision-making and campaign adjustments.
Forms & Survey Submissions For Workflows
Why Choose Forms & Survey Submissions For Workflows?
Built for Agencies
Designed to handle multi-client workflows with precision and flexibility across subaccounts.
Real-Time Automation
Trigger actions instantly based on live form or survey responses for faster client engagement.
Integrated Simplicity
Seamlessly connect to existing tools and CRM systems—no complex setup required.