Review A Form Submission
Inspect a submitted form payload, processed status, sender details, and the CRM record created from it.
The form submission detail page shows one response from a CRM form. Use it to review the submitted payload, identify the sender, check whether the submission was processed, and open the CRM record that was created from the response.
Open a submission from CRM > Forms > Form > Submissions.
Review The Submission Header
The header shows who submitted the form, their email when available, submission time, and processed state.
Submissions can be:
- Processed when Agiled has already created or linked the configured record.
- Unprocessed when the response exists but no downstream record is attached.
- Anonymous when the form did not collect or identify a person.
If a lead or support request is important, do not rely only on the processed badge. Open the linked record and confirm the data landed correctly.
Inspect The Payload
The payload section lists each submitted field and value. Review the payload before editing the resulting contact, deal, account, or ticket so you know what the visitor actually entered.
Check for:
- missing required values
- mistyped email addresses
- invalid phone numbers
- file or URL fields that need follow-up
- notes that should be copied to the CRM record
- spam or irrelevant submissions
If a field label looks unclear in submissions, update the form builder so future responses are easier to read.
Open The Processed Record
When the submission has a processed record link, use Open record to jump to the created or linked CRM record. This can be a contact, deal, account, ticket, or another entity depending on the form submission action.
After opening the record, confirm:
- the name and email were mapped correctly
- owner, pipeline, stage, status, or priority are correct
- notes or message content were retained
- any workflow triggered from the new record as expected
- duplicate records were not created
Troubleshoot Unprocessed Submissions
If a submission is unprocessed, check the form submission action, required field mapping, duplicate matching rules, and any workflow or integration that should run after submission.
Do not delete an unprocessed submission until you have captured the data or created the correct record manually. The submission is the source evidence for what the visitor sent.
Review Checklist
- Sender and email are correct or marked anonymous.
- Submission time matches the expected campaign or customer interaction.
- Payload fields are complete and readable.
- Processed record opens correctly.
- CRM record contains the important context.
- Spam or test submissions are handled according to your cleanup process.