Skip to content
Workflows

Workflow Trigger - Survey Submitted

Learn how to automate workflows in GHL Customer Care when a survey is submitted. Set filters, apply tags, and streamline follow-ups using the Survey Submitted Trigger.

2 min read499 words1 explained image
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Key Benefits of the Survey Submitted Trigger
  2. How to Configure the Survey Submitted Trigger
  3. Example
  4. Frequently Asked Questions
  5. Related Articles

This article will show you how to use the "Survey Submitted" workflow trigger! This trigger allows you to automate actions when a contact submits a specific survey. From follow-up emails to tagging and lead qualification, this trigger helps streamline post-survey workflows.

TABLE OF CONTENTS

What is the Survey Submitted Workflow Trigger?

This trigger is activated when a contact submits a survey. You can configure it with specific filters to target particular surveys or survey responses, allowing for tailored automation based on the contact's feedback. The Survey Submitted trigger allows you to initiate a workflow whenever a contact submits a survey. This can be useful for automating follow-up actions based on survey responses, such as sending a thank-you email, updating contact information, or adding tags based on the survey results.

Key Benefits of the Survey Submitted Trigger

This trigger allows you to automate responses to survey submissions, reducing manual work and increasing the efficiency of lead processing and customer engagement.

  • Filters qualified and disqualified leads automatically

  • Enables workflow branching based on survey type or conditions

  • Saves time and ensures consistent communication

  • Personalizes the post-survey experience

How to Configure the Survey Submitted Trigger

  1. Choose a Workflow Trigger: Select Survey Submitted from the list of available triggers.

  2. Workflow Trigger Name: Enter a descriptive name for your trigger, such as "Survey Submitted."

  3. Filters: Use filters to refine when the trigger should activate. This allows you to specify which survey submissions should start the workflow.

ValueDescriptionMandatory
DisqualifiedIndicates if the survey response disqualifies the contact. Options are is true or is false.No
Survey isSelects specific surveys to trigger the workflow. You can choose one or multiple surveys from the list.No
How to Configure the Survey Submitted Trigger (image 1 of 1) What this shows Value Description Mandatory Disqualified Indicates if the survey response disqualifies the contact. What this shows Illustrates the "How to Configure the Survey Submitted Trigger" section of "Workflow Trigger - Survey Submitted". This screenshot appears in the "How to Configure the Survey Submitted Trigger" section of "Workflow Trigger - Survey Submitted". The text alongside this image reads: Value Description Mandatory Disqualified Indicates if the survey response disqualifies the contact. Options are is true or is false. No Survey is Selects specific surveys to trigger the workflow. You can choose one or multiple surveys from the list. No. Immediately after, the guide continues: You want to create a workflow that triggers when a contact submits a feedback survey and is not disqualified. The workflow will then send a follow-up email thanking the contact for their participation. Image 1 of 1 What to chooseValue Description Mandatory Disqualified Indicates if the survey response disqualifies the contact. Options are is true or is false. No Survey is Selects specific surveys to trigger the workflow. You can choose one or multiple surveys from the list. No
Buttons and menus referenced Choose a Workflow TriggerSurvey SubmittedWorkflow Trigger NameFilters
Next stepYou want to create a workflow that triggers when a contact submits a feedback survey and is not disqualified. The workflow will then send a follow-up email thanking the contact for their participation.
All 3 steps in this procedure
  1. Choose a Workflow Trigger: Select Survey Submitted from the list of available triggers.
  2. Workflow Trigger Name: Enter a descriptive name for your trigger, such as "Survey Submitted."
  3. Filters: Use filters to refine when the trigger should activate. This allows you to specify which survey submissions should start the workflow.

Example

You want to create a workflow that triggers when a contact submits a feedback survey and is not disqualified. The workflow will then send a follow-up email thanking the contact for their participation.

  • Workflow Trigger Name: "Feedback Survey Submitted"
  • Filters:
    • Disqualified: is false (Only trigger if the contact is not disqualified)
    • Survey is: "Customer Satisfaction Survey"

Workflow Steps:

  1. Trigger: Survey Submitted (as configured above)
  2. Action: Send Email - "Thank you for your feedback!"
  3. Action: Update Contact Field - Mark the survey as "Completed."

Frequently Asked Questions

Q: Can I trigger a workflow from any survey?
Yes. Leave the “Survey is” filter blank to trigger from any survey, or choose a specific one.

Q: Can I use logic based on survey answers?
While this trigger doesn’t directly evaluate answers, you can use custom fields or tags applied via survey to build logic.

Q: Will this work if the survey is in a funnel?
Yes. The trigger works for surveys embedded in funnels, websites, or externally shared links.

Was this guide helpful?

Related guides

Introduction to Workflows and Automations4 min read · 9 imagesWorkflow Notes, Action Notes & Sticky Notes3 min read · 11 imagesWorkflows Pro Plan - New Pricing Tiers5 min read · 8 imagesComprehensive workflow stats1 min read · 3 images