How to Use the Survey Submitted Workflow Trigger
The Survey Submitted trigger starts a workflow whenever a contact submits a survey. Use it to send thank-you emails, qualify leads, tag responders, and branch by survey type.
The Survey Submitted workflow trigger fires when a contact submits a survey. Use it to automate post-survey actions: thank-you emails, lead qualification, tagging, and routing into the right follow-up sequence based on the survey or response.
What this trigger does
The trigger starts a workflow when a contact submits a survey. Filters let you scope it to specific surveys or to qualified-only responses, so a single workflow can handle exactly the submissions you want.
Why use it
- Auto-segment qualified vs. disqualified leads as they submit.
- Branch workflows by survey type or response.
- Send consistent thank-you and confirmation messages without manual sends.
- Personalize the post-survey experience based on what the contact said.
Configure the trigger
- In the workflow builder, click Add New Trigger and choose Survey Submitted.
- Name the trigger — for example, Feedback Survey Submitted.
- Apply filters to scope when the workflow fires.
Available filters
| Filter | What it does | Required |
|---|---|---|
| Disqualified | Set to is true or is false to fire only on (dis)qualified responses. | No |
| Survey is | Pick one or more specific surveys. Leave blank to fire on any survey. | No |
Example: feedback workflow
Goal: thank contacts who submit a customer satisfaction survey and aren't disqualified.
- Trigger name: Feedback Survey Submitted
- Filters: Disqualified is false; Survey is Customer Satisfaction Survey
- Actions: Send Email ("Thank you for your feedback!"), then Update Contact Field to mark the survey as Completed.
Frequently Asked Questions
Can I trigger from any survey?
Yes. Leave the Survey is filter blank to fire from any survey, or pick one or more specific surveys to scope it.
Can I use logic based on survey answers?
Not directly inside this trigger. Use survey logic to apply tags or set custom fields, then branch the workflow with If/Else conditions on those values.
Does this work for surveys in funnels?
Yes. The trigger fires for surveys embedded in funnels, websites, or shared via direct link.
Can I qualify leads with this trigger?
Yes. Use the Disqualified filter to scope the workflow to only qualified responses, and route disqualified ones into a separate workflow.
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