This was a very insightful and actionable episode - thanks to all contributors! One question is on my mind. Besides all the practical gems in the...

My initial thought: A survey with an “unending series of questions” sounds like a terrible customer experience. Interestingly, this conversational f...

Hi Jean, Perhaps I'm misunderstanding, but I believe you can simply: Add an automation that is triggered when a record is created. Next, utilize ...