• Customer Success & Support
  • Conversational

Customer information update (Standard, conversational)

Collect a request to update customer contact information.

  • 10questions
  • ~3 minto complete
  • Freeon every plan

Opens in the builder, fully editable. No card required. Part of the Customer information update template with 2 other forms.

What is inside

10 questions, ordered so the easy ones come first. Every one is editable — delete what you do not need and add your own.

  1. 1What is your full name?Short text
  2. 2What email address should we use?Email
  3. 3What would you like help with?Multiple choice
  4. 4Which contact information needs updating?Long text
  5. 5How would you prefer us to reply?Multiple choice
  6. 6What number should we call?Phone
  7. 7Which organisation are you contacting us from?Short text
  8. 8What is your website address?Website
  9. 9When would a response be useful?Multiple choice
  10. 10What customer reference identifies the record?Long text

Make it yours

Three things worth changing first

  • Put your brand on it

    Swap the theme, drop in your logo and typeface, or lock it all with a brand kit so every form matches.

  • Change what the logic does

    Edit the branches on any question, or add your own conditions so the follow-ups fit how you work.

  • Send it where you work

    Push responses to Slack, a spreadsheet or your CRM the moment they land, with no export step.

Questions about this form

Is the Customer information update (Standard, conversational) form free to use?

Yes. It opens in the builder on the free plan as part of the Customer information update template. Some fields, such as payments or file uploads, need a paid plan to publish.

Can I edit the questions in Customer information update (Standard, conversational)?

Everything is editable: reorder, rename, delete or add any of its 10 questions, and change the logic between them.

Can I switch it to single-page?

Yes. Either experience works with the same questions; switch it from the form's design settings at any time.

Where do Customer information update (Standard, conversational) responses go?

Into your Onlyform workspace, and from there to Slack, Google Sheets, Notion, your CRM or any endpoint via integrations.

Use this form in your workspace

It opens in the builder, fully editable. Free forever plan, no card required.