How to capture leads with a survey without using a separate CRM
When a survey asks for name, email, or company (an interest form, a webinar signup, or a post-event survey with sales follow-up, for example), that information usually ends up copied by hand into a spreadsheet or a separate CRM. SurvIQ can turn those responses into leads with status and follow-up automatically, without that manual step.
Which questions can be used for this
Any question that stores a single text or number value per response can be a lead field source: short text, long text, or number. Multiple-choice, matrix, or rating questions don't apply here, since there's no single simple "value" to copy into a contact field.
How to map questions to lead fields
From the "Leads" button in the builder's top bar (inside the "···" more-options menu), a panel opens with every eligible question in the survey. Each one has a selector to assign it to Name, Email, Phone, Company, or Other. Name, Email, Phone, and Company are single-question fields — if you've already assigned "Email" to one question and pick it on another, it's automatically removed from the first.
What happens when someone responds
As soon as a completed response includes at least one mapped field with content, a lead is created automatically — no manual action needed after setting up the mapping once. If a survey has no mapped questions, it simply doesn't generate leads, with no extra cost or configuration.
Where captured leads show up
The "Leads" section in the main app collects the contacts captured across every survey you have access to, in a table with name, email, source survey, and status. You can filter by status (New, Contacted, Qualified, Converted, Lost) and search by name, email, or company.
Follow-up without leaving SurvIQ
Each lead has an editable status and a notes field, to track where it stands in the sales follow-up without depending on an external CRM. It doesn't replace a full CRM with automations or complex pipelines, but it covers the case of leads that start from a one-off survey and today end up copied by hand somewhere else.
A typical case
An interest survey for an event or webinar, with name, email, and company questions up front, and qualifying questions (company size, budget, urgency) after. Every completed response turns into a lead with that data already structured, ready for the sales team to review by status without touching a spreadsheet.