Form, Survey & Quiz Builder That Writes to the CRM

Typeform gets the answers. You get a notification email.

Build forms, surveys, quizzes and applications outside the page editor, publish them as an embed or a link, and have every answer map into the CRM field you chose — with branching, scoring and qualification logic deciding what happens to that person next.

Start 30 days free $0 today · no contract · cancel any time

Unlimited calls, texts, emails and contacts

Everything else in Chirply comes with it

The problem is not that it is hard.

It is that nobody has the hours, and the cost of skipping it never shows up as a line on any invoice.

The answers arrive as prose, not as data

A notification email is not a record. Somebody has to read it, decide, and retype the useful parts into the system that will actually do the follow-up.

Everyone gets the same twelve questions

Without branching, the qualified buyer and the tyre-kicker are asked identically, so the good one abandons halfway and the bad one completes it in full.

The hot one waits in a queue with the rest

Scoring that lives in a spreadsheet is scoring nobody acts on. The submission that should have triggered a call within a minute sits with 40 others until someone opens the tab.

Set up once. It runs from then on.

Build

Drag the fields in

Text, choice, date, file and more, with required states and multi-step pages, built outside the page editor so the same form can be reused anywhere.

Branch

Ask the next question based on the last one

Conditional branching, answer piping so the form uses their own words back at them, scoring, and outcome pages that differ by result. The quiz can disqualify politely and the application can route by answer.

Map

Send each answer where it belongs

Map every field to a CRM field, so the submission creates or updates a real contact record rather than a stranded response row. Submission history stays tied to the matching contact.

Act

Let the score start the work

A form-submitted trigger fires the moment they finish. Score above your bar and it can text them, ring your team, book them or drop them into a call queue — while they are still on the results page.

Every piece of this is already live.

These are not roadmap items. Each one is running in production today, described here in the same words the full product catalog uses.

Forms, surveys, quizzes & lead capture

Collect structured answers and put them straight to work.

Build reusable forms, surveys, quizzes, and applications outside the page editor, publish them for embedding or sharing, and map every submission into the CRM and automation layer.

Drag-and-configure fields with required states, CRM mappings, and multi-step pages
Conditional branching, answer piping, scoring, outcomes, and qualification logic
Published embed and share destinations
Submission history tied to the matching contact

Contacts & companies

One record per human, with everything they've ever done on it.

Inline-editable contact records with companies, business name, website, and address — plus your own custom fields for whatever your business actually tracks.

Custom fields of every type, usable as merge fields everywhere
Phone matching that ignores formatting — (409) 893-0064 finds 4098930064
Duplicate phone numbers are refused on the way in, and anything already doubled up is surfaced for you to sort out
Tags, lifecycle stage, and per-row quick actions

Smart segments

Define an audience once as rules and let it keep itself current.

Rule-based audiences over the contact record and everything attached to it, so “booked but never showed, and nobody has called them in two weeks” becomes a saved segment you send to — not a spreadsheet someone exports again every Monday.

49 built-in fields grouped as Contact, Address, Consent & safety, Membership, Broadcast email engagement, Website engagement and CRM activity — plus every custom field you have added
Related-record rules across Bookings, Stripe, Sales, Work, Conversations, Calls and Forms, with 45 more filters underneath them
Text, number, date, boolean and relation operators — including “is in the last N days” and count rules like “has more than two open tasks”
Every filter on a related record has to match the same record, so two unrelated appointments can't fake a match

Visual workflow builder

Build the follow-up once and let it run forever.

Multi-step workflows with waits and branching, triggered by what actually happens in your business.

Triggers: contact created, tag added, deal stage changed, form submitted, message received, call completed, on a schedule, or manually / by webhook
Steps: send SMS or email, add or remove tags, add to a list, move a pipeline stage, create a task, wait, call a webhook, notify your team
Voice steps: ringless voicemail, outbound IVR, sales bridge, AI call, enroll in a campaign
Full run history so you can see what fired and why

Autoresponders

A reply goes out in seconds, at 2am, without you.

Rule-based automatic replies on inbound messages, fully merge-field aware.

Trigger on inbound message content
Personalized with the contact's real details
Handed off to automations for anything more involved

Custom domains

Your brand on the address bar, not ours.

Point a domain at Chirply and it's provisioned automatically — DNS record and SSL certificate handled through the Cloudflare API.

Search, purchase, connect, and verify domains inside Chirply
Custom domains for funnels, links, invoices, and the white-labeled app
Automatic certificate issuance
Host and path routing to the right tenant experience

This is the part of Chirply that solves forms & quizzes. See the other 14 areas — CRM, scheduling, messaging, automations, funnels, commerce, reputation and the rest — all included in the same workspace.

Try it on your own business for 30 days.

You do not have to migrate anything to find out whether this works. Start the trial, set up the one thing you came here for, and judge it on that.

$0 charged today. A card holds the workspace; nothing moves until day 30.

Unlimited usage. Calls, texts, emails and contacts are uncapped on every plan.

Your providers, your rates. Bring your own Twilio, Mailgun and AI keys and pay them directly — we do not mark usage up.

No contract. Cancel before day 30 and you are never billed.

Your trial runs on Scale, the top plan, so nothing is locked while you evaluate. If forms & quizzes is all you need afterwards, Scale at $97/mo carries it — switch down before the trial ends and keep the lower price.

The questions everyone asks.

Which plan carries standalone forms?

Scale, at $97 a month — the plan your free trial already runs on. Standalone forms, surveys and quizzes are unlimited there and are not included on Launch or Grow. Forms built inside a funnel page are a different thing and are available on every plan.

Can I embed it on a site I did not build here?

Yes. Every published form has an embed destination and a shareable link, so it works on your existing WordPress, Webflow or Squarespace site as well as on a Chirply funnel.

Does the answer actually become a contact field?

Yes — you map each question to a CRM field when you build the form, or keep it as a custom answer. That is what makes 'everyone who answered over 50 employees' a segment you can text rather than a spreadsheet you export.

How does scoring work?

You attach scores to answers and branch on the total. Outcomes can differ by result, so a quiz can send one person to a booking page and another to a nurture sequence, and the same score can decide whether a workflow calls them in the next sixty seconds.

Do submissions trigger automations?

Immediately. A form-submitted trigger starts any workflow you point at it — text, email, task, pipeline move, call queue, sales bridge or AI call — with the answers available as merge fields inside the messages.

Weighing it against something specific?

Typeform gets the answers. You get a notification email.