Automation & CRM

Forms & Surveys

What it is

Build data collection instruments with conditional logic, scoring, and automatic CRM integration. Simple contact forms, multi-step qualification quizzes, customer satisfaction surveys, and event registration — all feeding directly into your pipeline with zero manual data entry.

How we deliver it

We build your forms within the CU Command system using our form builder. Each submission creates or updates a CRM contact, triggers workflow automations, and can score respondents based on their answers. Embed forms on your website or share them as standalone links.

Frequently asked questions

Can forms trigger automations when submitted?

Yes. A form submission can create a contact, start a drip sequence, notify your team, update a deal stage, or trigger any other workflow automation. The response data is available to all downstream actions.

Do forms work on mobile?

Yes. All forms are responsive and work on any device. They can be embedded on your website or shared as direct links.

Can I add conditional logic?

Yes. Show or hide questions based on previous answers, skip irrelevant sections, and branch the form flow based on respondent input.

Is there a limit on submissions?

No. Unlimited submissions, unlimited forms. Your data, your system.

Interested in Forms & Surveys?

Tell us about your business and we will show you how it fits your growth plan.