74f2158d035a4b9c863bb24acd44fd6dQ: CRM Tagging Capabilities?
Does the platform have options for adding CRM tags to a contact who opts in using the forms?
Additionally... if adding a survey block as a step in the optin process, can the contact also have a specific tag added based on their choices in the survey to pass on to the CRM?
Alex_Onvocado
Dec 12, 2025A: Yes, contacts who opt in via Onvocado forms can be tagged in your CRM via integrations.
Onvocado sends form and survey data to your CRM (native integrations or via Zapier/webhooks). CRM tags are typically applied inside the CRM using automations or workflows based on the received data.
If you use a survey block in the opt-in flow, the selected answers can be passed as fields and used to apply specific tags in the CRM (e.g. “If answer = X → add tag Y”).