Log survey feedback directly to CRM activity logs

When a customer completes a survey in FormDesigner, automatically log the activity under their profile in Fieldnotes so reps see customer sentiment.

Try:

See all Fieldnotes + FormDesigner integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Fieldnotes Explore Fieldnotes →

Triggers

New lead created

Fires when a new lead or contact is created in Fieldnotes.

Deal stage changed

Fires when a deal moves to a new stage in Fieldnotes.

Deal won

Fires when a deal is marked won in Fieldnotes.

Contact updated

Fires when a field on a contact changes in Fieldnotes.

Actions

Create or update contact

Creates or updates a contact in Fieldnotes.

Create deal

Creates a new deal in Fieldnotes.

Update deal stage

Moves a deal to a new stage in Fieldnotes.

Log activity

Logs a call, email, or note against a record in Fieldnotes.

FormDesigner Explore FormDesigner →

Triggers

New form response

Fires when a form is submitted in FormDesigner.

Survey completed

Fires when a respondent finishes a survey in FormDesigner.

Response updated

Fires when an existing response is edited in FormDesigner.

Actions

Create or update form

Creates or updates a form or survey in FormDesigner.

Retrieve a response

Looks up a specific form response in FormDesigner.

Add a respondent

Adds a respondent or contact to a form in FormDesigner.

Convert form responses into CRM contacts When a prospect submits a new form response in FormDesigner, automatically create or update their contact profile in Fieldnotes. See details

Send customer feedback surveys on closed deals When a deal is marked won in Fieldnotes, automatically add the customer as a respondent in FormDesigner to gather post-sale feedback. See details

See all Fieldnotes + FormDesigner integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log survey feedback directly to CRM activity logs” between Fieldnotes and FormDesigner?

Yes — describe it in the box above and Knit's Integrations Agent researches Fieldnotes and FormDesigner's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Fieldnotes?

Yes, inbound responses from FormDesigner can instantly generate new lead records or deals in Fieldnotes without manual data entry.

Can I send survey invitations based on deal updates in Fieldnotes?

Yes, when a deal is won or updated in Fieldnotes, you can automatically add the contact as a respondent in FormDesigner to collect feedback.