Sending Surveys & Automating Report Creation

Automate your report creation from public form completion

Integrate your CRM with other tools

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How to connect your integrations to your CRM platform?

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Techbit is the next-gen CRM platform designed for modern sales teams

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Why using the right CRM can make your team close more sales?

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What other features would you like to see in our product?

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When using traditional survey tools, reporting can be limited. You send out a public link, and everyone fills it out, but you end up overwhelmed with data in a spreadsheet. With Pulse, you can send surveys to individual users or publicly and link responses back to each person, providing clearer, more actionable insights. Tasks that used to take hours in data validation are now completed instantaneously.

This guide will walk you through setting up your public forms.

1. Create a Reflection

  1. Go to the Reflections section in the app
  2. Build your survey (add sections and descriptions, and organize questions in the appropriate place).

2. Create a Report

  1. Go to the Report section in the app
  2. Build the report using custom filters

3. Share Links

You have options at this point. If you share the link with yourself, you can send the survey to anyone, and their responses will be anonymously included in the report. Alternatively, you can send unique links to individuals within your system, ensuring their responses are applied to their accounts. This accelerates your data validation process.

Click the “Share” icon while in edit mode of your reflection

Add the email addresses of those you wish to fill out your survey

Users complete the public survey

Reports are automatically populated in the background 

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