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.

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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
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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.

Can our forms pull from existing product data, knowledge bases, and CRM records without rebuilding content for each form?

MatrixFlows connects your forms to live data sources — product catalogs, knowledge bases, CRM fields, and ticketing systems — so every question and answer option reflects current information without manual updates or content migrations. When your pricing tiers change or a product is discontinued, every form that references that data updates automatically because it reads from the source record, not a copy.

Typeform and SurveyMonkey operate as standalone tools that require you to type in every answer option and branch condition manually. When your product catalog changes, someone has to find every affected form and update each field by hand. Jotform connects to some external data through Zapier but the integration is one-directional — data flows out after submission, not in to populate question logic at render time.

Your team defines which data sources each form should read — a knowledge base article, a product attribute, a CRM segment — and MatrixFlows injects that content at the moment the customer opens the form. No content synchronization task required.

How do we show different form questions to enterprise customers versus trial users without building separate forms for each segment?

MatrixFlows routes form branches and question sets based on customer attributes — subscription tier, product version, account type, or any dimension your team defines — so a single form presents the right path to each segment without duplicating form logic or managing separate deployments per audience. A trial user asking about upgrading sees a different branch than an enterprise admin asking the same question.

Typeform's logic jumps work within a single form but they require you to build every possible branch manually and maintain all combinations as your segments evolve. Microsoft Forms has minimal conditional logic. SurveyMonkey's audience targeting applies at distribution, not at the question level — you'd send different surveys to different lists, which means managing separate form versions for each segment.

Your team tags each form branch with the customer dimensions it should apply to. When a customer opens the form, MatrixFlows reads their account attributes and renders the matching path — same form URL, different experience for each segment.

Can our forms do something after submission beyond storing responses — like creating a support ticket, triggering a workflow, or serving a knowledge base answer inline?

MatrixFlows forms connect submission events to your downstream systems — creating tickets in your helpdesk, triggering workflows in your CRM, sending notifications to the right team, or serving a knowledge base resolution inline before the customer submits at all — so the form becomes a routing and resolution layer, not just a data collection step. When a customer selects a product issue in your form, MatrixFlows can display the matching knowledge base article and close the case without a ticket ever being opened.

Typeform sends submission data through Zapier to other tools, but the customer experience ends at a thank-you screen. There is no inline answer delivery during the form interaction. SurveyMonkey is designed for research and feedback collection — it has no native helpdesk or workflow integration. Jotform has some post-submission routing but it cannot surface knowledge content mid-interaction based on the customer's selections.

Your team maps each form path to its downstream action — a ticket category, a knowledge article, a CRM workflow — and MatrixFlows executes that action at submission or, for resolution-eligible paths, surfaces the answer before the customer reaches the submit button.

We serve customers across multiple products and regions — can one form infrastructure handle all of them without separate form accounts or instances?

MatrixFlows runs all your products and regions from a shared platform, applying the right language, brand configuration, product catalog, and routing logic to each customer based on their context — so your team manages form logic in one place rather than maintaining separate Typeform workspaces or SurveyMonkey accounts for each product line or region. Adding a new product or region means configuring it in the shared system, not cloning and re-maintaining an entire form environment.

Typeform and SurveyMonkey are account-based tools — teams operating across multiple products typically end up with separate workspaces, separate billing, and separate form libraries that diverge over time. Each division runs its own instance and form updates must be replicated manually across each one.

Your team defines the shared logic once — routing rules, answer options, integrations — and MatrixFlows applies the right configuration for each product or region at render time. No instance multiplication required.

How do we measure whether our forms are actually resolving customer issues rather than just collecting submissions?

MatrixFlows tracks resolution outcomes at the form level — how many customers who opened a form received an inline answer and did not submit a ticket, how many submission paths resulted in closed cases without follow-up contact, and which form branches have the highest escalation rates — so your team can see deflection impact rather than just submission volume. A form that receives 500 submissions a week but triggers 490 tickets is not performing; MatrixFlows surfaces that gap.

Typeform and SurveyMonkey report on response rates and completion rates. They do not connect form completions to downstream ticket volumes or resolution outcomes. Measuring whether submissions correlated with ticket avoidance requires joining form export data to your helpdesk data manually — and that join is rarely done because it requires custom data work across separate systems.

Your team sees a gap report for each form — submissions received, inline resolutions served, tickets created, and follow-up contacts avoided — updated in the same interface where you manage form logic, so the team closing the gap is the same team reading the data.

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