Access Form Submissions in Conversations

Modified on Mon, 30 Mar at 7:16 AM

Feature Overview
Users can now easily access and review form submissions directly within the Conversations section, improving visibility and response workflows.


What’s New
• Form Submissions Embedded in Conversations
Form responses are now automatically attached to the relevant conversation thread.
Enables quicker context without switching tabs.
• Unified View of Contact Interactions
View messages, form submissions, and interaction history in one place.
Reduces the need to navigate across multiple sections.
• Improved Lead Context for Faster Follow-ups
Instantly see what a lead submitted before replying.
Helps personalize communication and improve conversion rates.

How It Works
Navigate to Conversations.
Open a conversation tied to a contact who submitted a form.
Locate the form submission card/message within the thread.
Click to expand and view full submission details.


Key Notes
Works for forms created within the platform.
Submissions appear automatically when tied to a contact/conversation.
Visibility depends on proper form-to-contact association.


Impact
Faster response times
Better context for sales/support teams
Streamline
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