GoHighLevel Forms & Surveys: Build, Trigger and Automate Responses
🧾 What Are GoHighLevel Forms and Surveys?
If you’ve used Typeform, Google Forms or Jotform, you’re already familiar with the basics. But GoHighLevel’s forms and surveys don’t just gather data—they trigger automations that do something with the information.
You’re not stuck copying data into a CRM or sending follow-ups manually. These tools plug directly into your GHL workflows, calendars, pipelines and emails.
👉 Start your free GoHighLevel trial
Real-life comparison:
Think of a form as a digital receptionist. Someone fills it out, and your “receptionist” instantly:\
- Says thanks
- Notifies the right person
- Adds the info to your system
- Books a call or sends the next email
All without you lifting a finger.
🤔 What’s the Difference Between a Form and a Survey?
| Feature | Form | Survey |
|---|---|---|
| Layout | One page | Step-by-step |
| Logic | Static | Conditional logic |
| Goal | Collect contact info | Guide, qualify or segment |
| Best for | Opt-ins, bookings, intake | Quizzes, feedback, onboarding |
Simple analogy:
- A form is a single-page flyer with blanks to fill.
- A survey is a choose-your-own-path quiz.
Surveys help you ask smarter questions. Based on how someone answers, you can skip or add steps dynamically. Great for lead segmentation or onboarding.
🔁 What Happens After Someone Hits Submit?
Most form tools just email you the response. GoHighLevel forms and surveys do much more.
Each submission can trigger a workflow.
Example: someone fills out your “Free Estimate” form.
What happens next?
- They get an instant email: “Thanks, we’re on it!”
- You get a notification in Slack or email.
- The lead is added to your CRM.
- A task is created for your sales rep.
- They’re sent a booking link for your calendar.
- If they don’t book, they get a follow-up SMS in 24 hours.
No developer. No Zapier. No extra software.
🛠 What Fields Can You Use?
Forms and surveys use drag-and-drop builders. Add fields like:
- Name, phone, email
- Multiple choice, checkboxes, drop-downs
- File upload (e.g. resume, photo, contract)
- Custom fields (e.g. property type, budget range)
- Hidden fields (for tracking UTM, Facebook ads, source, etc.)
You can reuse forms across clients if you’re an agency, or duplicate across pages if you're a business with multiple services.
And embed them anywhere:
- On your GHL funnel
- In a landing page
- On a WordPress or Wix site
- Even inside emails or pop-ups
🧠 Smart Survey Logic: Guide People Better
Surveys let you set branching logic.
If someone selects “Commercial Project,” ask about square footage.
If they select “Home Renovation,” ask about number of rooms.
This improves accuracy and keeps the questions relevant.
Use it for:
- Pre-qualifying leads before a sales call
- Segmenting email follow-ups by service type
- Interactive quizzes (“What’s your SEO IQ?”)
- Feedback forms with dynamic thank-you flows
📲 Mobile-Friendly and Code-Free
You don’t need a designer or a tech team.
Every form and survey:
- Works on phones and tablets
- Loads fast
- Can be styled to match your branding
- Tracks submissions and conversions automatically
You get analytics, spam protection, and lead data feeding straight into your CRM—no spreadsheets or email digging required.
⚙️ Real Use Case: From Quiz to Call Booking
Imagine you run a weight loss coaching business.
Here’s how it could work:
- You share a quiz: “What’s Your Weight Loss Type?”
- A visitor answers a few guided questions.
- Based on their answers, they’re tagged as a “Motivation-Driven Beginner.”
- They get a tailored email series with success stories and tips.
- In that series, you offer a free strategy call.
- The system automatically sends a calendar booking link and reminds them via SMS.
You’ve gone from cold traffic → segmented lead → automated nurture → booked call.
Without hiring anyone. Without writing code.
🎓 Learn It the Smart Way
New to all this? No problem.
The GoHighLevel Bootcamp walks you through:
- Building high-converting forms and surveys
- Using them to trigger automations
- Embedding them into sales pages, emails or booking funnels
- Personalizing the follow-up experience with tags and logic
It’s designed for beginners and agency teams.
🚀 Try It Yourself
Ready to see how easy it is?
Most users build their first functional form in under 15 minutes. And the workflows? Fully drag-and-drop.