Send customer feedback surveys on closed deals
When a deal is marked won in InvestorBase, automatically add the customer as a respondent in Google Forms to gather post-sale feedback.
See all InvestorBase + Google Forms 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.
InvestorBase Explore InvestorBase →
TriggersFires when a new contact or lead is added to InvestorBase.
Fires when a field on a contact changes in InvestorBase.
Fires when a deal, case or record moves to a new stage in InvestorBase.
Fires when a deal is marked won in InvestorBase.
Creates or updates a contact in InvestorBase.
Creates a new deal in InvestorBase.
Moves a deal or record to a new stage in InvestorBase.
Logs a call, email, or note against a record in InvestorBase.
Google Forms Explore Google Forms →
TriggersFires when a form is submitted in Google Forms.
Fires when a respondent finishes a survey in Google Forms.
Fires when an existing response is edited in Google Forms.
Creates or updates a form or survey in Google Forms.
Looks up a specific form response in Google Forms.
Adds a respondent or contact to a form in Google Forms.
More InvestorBase + Google Forms workflows
Convert form responses into CRM contacts
When a prospect submits a new form response in Google Forms, automatically create or update their contact profile in InvestorBase.
See details
Log survey feedback directly to CRM activity logs
When a customer completes a survey in Google Forms, automatically log the activity under their profile in InvestorBase so reps see customer sentiment.
See details
See all InvestorBase + Google Forms integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send customer feedback surveys on closed deals” between InvestorBase and Google Forms?
Yes — describe it in the box above and Knit's Integrations Agent researches InvestorBase and Google Forms'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 InvestorBase?
Yes, inbound responses from Google Forms can instantly generate new lead records or deals in InvestorBase without manual data entry.
Can I send survey invitations based on deal updates in InvestorBase?
Yes, when a deal is won or updated in InvestorBase, you can automatically add the contact as a respondent in Google Forms to collect feedback.