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Question

Export lead forms or questionnaires

  • May 24, 2024
  • 2 replies
  • 27 views
Caitlin Miller

Hi! I am looking for other ways to export a filled-out lead form or questionnaire, ideally as an excel/CSV. I work with another vendor (non-honeybook business) and we are trying to streamline our information gathering so that it is not redundant for the client.

The ways that I have found are to Print to PDF so that I can share the PDF or connect the other vendor with a view-only link to the client’s responses. Are there any other ways to share the information that I have collected from a client on a lead or questionnaire?

    2 replies

    Cassie H of Premier Ops Spot
    Community Legend
    Forum|alt.badge.img+7

    Currently these are the 2 ways I'm aware of as well. 

    There is a feature request for being able to create more detailed zaps - for example, exporting questionnaire responses to a spreadsheet once it's filled out. Take a look in the feature requests section to check it out and upvote it! 

    HB Pro | Process Optimization & Business Consulting
      Reese Roberts

      I asked for this feature too. With so much capacity to capture data, it has to be expected that it needs to be transmitted, filtered, manipulated, etc. I will be happy when this is realized.

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