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Audience

Lead forms

Lead forms → New form. Give it a name, a type (Form, Survey, Quiz, Order) and questions (text, email, phone, number, choice, rating). Forms are asked inside the DM: in an automation, add one Ask a question step per question and choose the form under Save to a lead form and the question under Which question. Chain them one after another. When every question is answered the response is complete: it shows on the form, exports as CSV or Excel, and is sent to Google Sheets, Kit or Flodesk if connected (Developers → Integrations). To thank people when they finish, add a Send DM step after the last question.

Set it up once. Never miss a DM again.

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Lead forms · Docs · InstaDM247