Add-ons
Send forms & read responses
Send a form from a flow or share it by link, turn answers into flow variables, and work the responses.
Send it from a flow
The Intake Form node is how a conversation hands off to a form. It DMs the contact a button that opens the hosted form, then pauses the run and waits for them to finish. Build it once and every matching contact gets the same clean intake.
- 1In your flow, add the Intake Form node and open it.
- 2Choose your form under Form. It needs to be published to send — the node flags it if the one you pick isn’t live yet.
- 3Write the Message that introduces the form, and set the Button label people tap to open it (“Open form” by default, up to 20 characters).
- 4Set the Timeout — how long to wait for a submission before moving on. It’s 12 hours by default and can run up to 30 days.
Branches and answers
The node splits the conversation on what actually happened, and it carries every answer forward as data you can use:
- Two branches — Submitted continues the moment they finish; No submission fires when the timeout passes with no answer. The wait is race-safe: a submission that lands just before the timeout still counts as submitted.
- Answers as variables — each answer arrives as {{form.yourkey}}, using the keys you set on your questions. Greet applicants by the name they typed; branch on the budget they picked. Send more than one form in a flow and the answers merge into the same {{form.…}} set.
- A safe failure — if the chosen form is unpublished or deleted while runs are waiting, those runs end with a clear “form unavailable” reason instead of hanging.
Read the responses
Open any form’s Responses view for two ways to look at what came in. The Summary counts views, submissions, completion rate, and average time to finish, with a distribution for every question. The table lists each submission by when it landed, who it was, where it came from, and how long it took — filter by source (Flow or Share link) or by date, and select a row to read the whole response.
CSV export is included on the Pro plan and above, for when you want the answers in a spreadsheet.
Answers on the contact
Answers don’t just sit in the responses table — the ones you choose to keep live on the contact’s record. Email and Phone answers save automatically; any other question saves when you turn on “Save answer to contact” while building it. Once an answer is on the contact, you can branch on it in a flow with a Condition node and filter your contacts by it later. That’s how a form quietly builds a segmented, understood audience instead of a pile of one-off submissions.