Forms and Surveys

Forms where every submission gets routed, tracked, and resolved — not dumped into an inbox no one checks.

Capture support cases, bug reports, feature requests, feedback, and registrations — each with the right fields for that type of submission. Every submission feeds a real workflow where your team assigns, discusses, responds, and resolves — not a spreadsheet. Deploy forms on your website, inside portals, or as standalone links — without rebuilding for each placement. Connect to your CRM and help desk so data flows where it needs to.

Any submission type. Real workflow. Deploy anywhere.

Forms Hero

Go from collecting submissions to resolving them

For teams who want every form submission — support cases, bug reports, feedback, registrations — assigned, tracked, and resolved through a real workflow, deployable anywhere, connected to existing systems.

3.5x
Boost form response rates
Increase completed submissions with forms that are easy to fill out, work on any device, and show only relevant fields. Users finish forms instead of abandoning them halfway through. Completion rates multiply when you remove the friction.
30%
Improve first contact resolution
Increase completed submissions with forms that are easy to fill out, work on any device, and show only relevant fields. Users finish forms instead of abandoning them halfway through. Completion rates multiply when you remove the friction.
90%
Eliminate incomplete submissions
Validation rules and conditional logic ensure 90% of submissions arrive complete and actionable. Every request has the data your team needs to act immediately — no chasing missing information, no delays, no requests falling through the cracks.
Forms and Surveys

How forms connect to real workflows — so every submission gets assigned, tracked, and resolved

Most form tools collect data and stop there. Submissions land in a spreadsheet or trigger an email notification. Nobody's assigned. Nothing's tracked. Follow-up depends on someone remembering to check. When every form submission feeds a workflow where your team assigns, discusses, responds, and resolves — forms become part of how your organization operates instead of a data collection dead end.

Everything your team works on — in one workspace that gets smarter the more you use it

Create different form types for different needs — not one generic form for everything

A support case, a bug report, a feature request, and a registration form need different fields, different routing, and different follow-up. One form template can't handle all of them well.

Create as many form types as your organization needs — support cases, bug reports, feature requests, feedback surveys, event registrations, lead capture, warranty claims, return requests. Each form captures exactly the right fields for that type of submission. A bug report asks for reproduction steps and environment details. A feature request asks for the use case and priority. A registration collects attendee information.

Your team builds and updates forms with a visual builder — no code, no developers. Add fields, configure validation rules, set up conditional logic, and customize the experience for each form type. Create a new form in minutes when a new need comes up.

Every submission feeds a real workflow — assigned, discussed, responded to, and resolved

The biggest problem with standalone form tools isn't the form — it's what happens after someone hits submit. Data sits in a spreadsheet. An email notification gets buried. Nobody owns the follow-up.

Every form submission in MatrixFlows enters a real workflow in your Conversations Inbox. Submissions get assigned to the right person or team automatically. Your team discusses internally, responds to the submitter, and tracks status through resolution — all on the same thread.

Different form types route to different teams. Support cases go to support. Bugs go to engineering. Feature requests go to product. Feedback goes to customer success. Each team handles what's relevant to them with full context from the form submission. Nothing falls through the cracks because every submission has an owner, a status, and a resolution path.

Deploy forms anywhere your users are — your website, portals, email, or inside any application

Building a form once and then rebuilding it for your website, your portal, and your email campaign is busywork that guarantees inconsistency.

Build a form once and deploy it everywhere. Embed it on your website. Add it to a customer portal or partner hub. Include it in an email campaign. Share a standalone link. Each deployment looks and behaves the same — consistent branding, same fields, same workflow behind it.

Authenticated users get forms pre-filled with their information — name, email, company, product, account type. Less friction for the user, better data for your team. Forms adapt based on user context so a customer sees different options than a partner, even on the same deployment.

Connect submissions to your existing systems — Zendesk, Salesforce, HubSpot, or any tool your teams use

Your teams already work in CRMs, help desks, and project management tools. Form submissions that live in a separate silo create extra work instead of fitting into existing processes.

Connect form workflows to the systems your teams already use. Support cases create tickets in Zendesk. Leads sync to Salesforce or HubSpot. Bug reports flow to your project management tool. Registrations update your CRM. Submissions go where your teams work without manual export or copy-paste.

Use built-in integrations to connect to any system. Automate follow-up actions — send confirmation emails, notify team channels, update records, trigger next steps. Your forms become part of your organization's operational workflow instead of a standalone data collection tool that requires someone to manually move information between systems.

Unlimited Users — No Seat Cost
Your entire company gets access — every department, every contributor — from day one. No per-seat pricing.
One Platform Replaces 4–6 Tools
Content, projects, requests, and collaboration in one workspace. No integrations, no context loss.
Access & Permissions
Flexible access control for internal teams and external users. SSO, flixible permissions — built in, not bolted on.
Popular Templates

Forms and Surveys Where Every Submission Gets Routed, Tracked, and Resolved

Capture customer feedback, support cases, bug reports, feature requests, and registrations — each with the right fields for that type of submission. Every response feeds a real workflow where your team assigns, discusses, responds, and resolves — not a spreadsheet no one checks. Templates for CSAT, NPS, IT requests, HR processes, and product registration deploy on your website, inside portals, or as standalone links. Connect to your CRM and help desk so data flows where it needs to.

Customer Stories

Measurable results for enablement and support teams

See how global companies transformed customer, partner and employee enablement and support operations with AI-powered self-service—reducing ticket volume and improving resolution times across complex product portfolios.

Featured stories
Dashboard showing unified knowledge platform serving six recreational electronics brands with audience-specific portals for consumers, dealers, installers, and service technicians across 100+ global markets
"
MatrixFlows didn't just solve our knowledge management problem—it transformed how we run multi-brand operations. We went from managing six separate support systems to one unified foundation that serves six distinct customer experiences.
Director, Global Customer Service Operations
|
Consumer Electronics Manufacturing
Read story →
Dashboard showing 70% self-service resolution rate and 45% cost reduction across 16 home automation brands after implementing AI-powered unified knowledge platform
"
Creating and deploying branded experiences across all 16 brands was surprisingly easy with MatrixFlows. Each brand maintains its unique look and feel, but our service teams can update content, add new products, and manage escalation channels across every brand – all from one foundation, with no engineers involved.
Director of Technical Support
|
Home Automation and Security
Read story →
SaaS company teams collaborating using unified knowledge management platform
"
Before MatrixFlows, our teams were scattered across different tools—product teams in one system, marketing in another, sales in spreadsheets, customer success in separate platforms. Nobody could find what others had already created. Now our whole company collaborates on knowledge, projects, and replies to customers in one place. Our product teams create feature guides, marketing builds accurate content, sales develops training materials, and customer success captures solutions—all working together instead of in isolation
Chief Operating Officer
|
SaaS Company
Read story →
Read all customer stories →
Related guides and Resources

How to Connect Customer Feedback and Requests to Workflows That Actually Resolve Them

Forms connected to a real workflow backend — where every submission gets assigned, tracked, and resolved — replace the spreadsheets and email inboxes where feedback disappears. Submissions feed directly into your knowledge foundation so patterns become visible, repeat issues get documented, and your team stops answering the same questions that forms already captured.

Frequently asked questions

Forms and Surveys — Every Submission Routed, Tracked, and Resolved Through Real Workflows

Forms connected to a workflow backend where every submission gets assigned, tracked, replied to, and resolved — not dumped into a spreadsheet. Custom submission types with tailored fields for support cases, bug reports, feedback, and registrations. Deploy on your website, inside portals, or as standalone links. Responses feed directly into your knowledge foundation.

Every form tool we've tried sends submissions into a email, spreadsheet or dashboard that nobody checks. How do we make sure form submissions actually get acted on — replied to, assigned, and tracked to resolution?

Use forms connected to a real workflow backend — where every submission becomes a trackable item your team can assign, discuss, reply to the submitter, and resolve — not a row in a spreadsheet that disappears.

The dirty secret of most form tools is what happens after submission. Data lands in a dashboard, maybe triggers an email notification, and then... nothing. Nobody owns it. There's no way to reply to the submitter, no assignment, no status tracking, no collaboration between team members. Submissions pile up. Customers never hear back. Your team builds workarounds — exporting to spreadsheets, copy-pasting into project tools, forwarding emails manually.

MatrixFlows forms feed directly into Matrix and Inbox— where every submission becomes a trackable conversation. Your team assigns it, discusses it internally, replies to the submitter, updates the status, and resolves it. A bug report becomes a tracked issue. A partner application becomes a project. A feature request gets routed to product with internal notes attached. The submitter gets a response. Your team has full history. Nothing disappears into a black hole.

Some of our forms need to be open to anyone — like a contact form on our website. Others should only be available to logged-in customers, with their account info pre-filled. Can one form builder handle both?

Yes. Use a form builder that supports both public and authenticated forms — open forms for anonymous visitors with no login required, and authenticated forms for logged-in users where known fields like name, email, account, and product are pre-filled automatically.

Most form tools are either fully public or fully gated. Public forms make every customer type their name, email, and account number even when they're already logged in. Authenticated forms require login for everything, even a simple "contact us" from a prospect who doesn't have an account yet. Neither approach fits every scenario, so teams build workarounds — duplicate forms, conditional redirects, manual data appending.

MatrixFlows forms support both modes. Public forms on your website collect submissions from anyone — prospects, visitors, unknown contacts — with no authentication required. Authenticated forms inside your customer portal or product pre-fill known information from the user's profile — name, email, company, products, account tier — so logged-in customers never re-enter what the system already knows. Fewer fields to fill means higher completion rates. Richer data captured means better routing and faster resolution. Same form builder, both scenarios, no workarounds.

When someone fills out a form, we need that data in Salesforce, or Zendesk, or HubSpot — not trapped in another tool. Can forms push data directly to our existing systems?

Yes. Look for a form builder with native integrations and automation triggers — so form submissions automatically create records in your CRM, tickets in your help desk, leads in your marketing platform, or trigger any workflow in connected systems.

The hidden cost of most form tools is the data routing. The form collects information beautifully, but then someone has to manually copy submissions into Salesforce, or you build a Zapier chain that breaks every few months, or the data sits in the form tool's dashboard where nobody checks it. The form works, but the process downstream is manual.

MatrixFlows forms connect to external systems through native integrations, Zapier, Make, webhooks, and REST API. A support form submission automatically creates a ticket in Zendesk with all fields mapped. A partner application pushes a lead into Salesforce. A feedback form triggers a Slack notification to the product team. You define what happens when the form is submitted — data routes to where your team already works. No manual exports, no middleware that breaks, no submissions sitting in a dashboard nobody monitors.

We need the same form on our website, inside our customer portal, and as a standalone link we can email to partners. Do we really need to build it three times?

No. Build the form once and deploy it anywhere — embedded on your website, inside any portal or app, or as a standalone page with its own URL that you share directly. Same form, same data destination, multiple touchpoints.

Most form tools give you one deployment option — either an embed code or a hosted page. If you need the same feedback form on your website, inside your customer portal, and as a link in a partner email, you're either duplicating the form across tools or doing workarounds with iframes and custom styling. Each version drifts over time. One gets updated, the others don't. Data lands in different places.

MatrixFlows forms deploy wherever you need them — embedded in your website with a snippet, placed inside any MatrixFlows app or portal as a native component, or shared as a standalone page on your domain or a direct link. One form definition, unlimited deployment points. Update the form once, every instance reflects the change. Data flows to the same destination regardless of where the customer submitted it. Your partner filling out a form from an email link and your customer submitting from the portal both land in the same queue.

We need forms for support requests, bug reports, feedback, event registrations, and partner applications — but every tool we've tried only does one type. Is there a form builder flexible enough to handle all of them?

Yes. Look for a form builder where you create custom submission types — each with its own fields, layout, and routing — rather than being locked into a predefined ticket or contact form template.

Most form tools are built around one use case. Help desk forms create tickets. Marketing forms capture leads. Survey tools collect feedback. If you need all three, you're managing three tools with three data destinations and three sets of configuration. Your team maintains forms across platforms, and the data never connects. A customer who submits a bug report in one system and a feature request in another — your team sees two disconnected entries, not one customer with two needs.

MatrixFlows lets you create unlimited custom form types — support cases, bug reports, feature requests, feedback, applications, registrations, inquiries — each with tailored fields, validation rules, and routing logic. All submissions flow into the same platform where your team manages them alongside knowledge content and conversations. One form builder, any use case, all data in one place.

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