Forms are essential to many aspects of modern workplaces and operational workflows. As most iinteractions in modern companeis have moved to chat interfaces like Slack - the availability of Forms within that medium has become very important. In this blog post we take you deeper into Slack forms - what they are, how to create and use Forms in Slack, what is available natively in Slack and what requires third-party apps and some of the best Forms integrations for Slack.

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What Are Slack Forms?

Slack forms (aka Slack Request Forms or Feedback Forms) are built-in tools for making and sharing forms in Slack. They let your team:

1. Submit organized info (like requests or feedback).
2. Stay within Slack while doing it.
3. Turn casual chats into useful structured data.

These forms help work flow better and make teamwork easier.

Why Would I Want to Use Slack Forms?

If you're struggling with disorganized Slack messages and manual tasks, forms can help in these ways:

1. Centralized Data Collection: Slack forms bring structure to your team’s communication by collecting all necessary information in one accessible place. Instead of chasing down details buried in threads or direct messages, forms provide a single source of truth. Whether it’s feedback, approvals, or requests, everything is consolidated and easy to locate.
   
   Example: IT teams can use a simple form to collect all important information about a support request. This helps them solve problems quickly without needing to ask for more details later.

2. Workflow Automation: Slack forms don’t just collect data. They also trigger backend systems and actions. In such cases, structured form data is critical to passing information across tools. You can integrate them with tools like Jira, Asana, or Google Sheets to automate routine tasks. For example, when someone submits a form, it can automatically eliminate manual entry, reduce errors, and save significant time by:
   
   
   • Creating a support ticket in your IT system.
   • Assigning a task in your project management tool.
   • Logging the data in a shared spreadsheet for tracking.

3. Enhanced Team Collaboration: Forms standardize the input process so that everyone submits consistent and detailed information. The clarity minimizes confusion, miscommunication, or incomplete data, allowing teams to collaborate more effectively.
   
   Example: When a marketing team uses a campaign request form, everyone provides the same critical details—audience, budget, and timeline—enabling smoother planning and execution.  

4. Improved Response Tracking: Every form submission is logged and easily accessible, making it simple to track progress and revisit past responses. Unlike messages that can get lost in Slack’s constant stream, forms keep everything organized and actionable.
   
   Example: HR teams using Slack forms for leave requests can quickly review submissions, approve requests, and refer back to records if needed.

5. Time Savings for Repeated Tasks: For recurring processes like onboarding, incident reporting, or resource access, Slack forms save time by reducing repetitive back-and-forth communication. Teams can rely on pre-built forms to gather the right details every time.
   
   Example: Using an onboarding form for new hires saves time and reduces errors. It collects all equipment needs in one go, making the process smoother than gathering information by hand.

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How to Create a Slack Form?

Creating Slack forms is straightforward. You can use built-in capabilities, or connect integrations to bring Google Forms to Slack, or use tools like Slack Workflow Builder or Typeform..

Method 1: Using Slack Workflow Builder to Connect Employee Forms

Slack’s Workflow Builder is a no-code tool that allows you to automate routine tasks, including form creation. Here’s a step-by-step guide to creating a Slack form using Workflow Builder.

1. Click on your workspace name in the top-left corner. Select Tools & Settings > Workflow Builder.
2. Click +New Workflow and name it appropriately. You can use Slack Workflow Builder templates or create a Form Step from scratch. Let’s go ahead and create a form from scratch.
3. Choose a trigger, such as an emoji action on a message in a specific channel.
4. Add a Form step and customize the fields, such as text inputs, dropdowns, or radio buttons. Specify which fields are mandatory.
5. After collecting the Form - add subsequent steps - like sending the Form information to someone in a message, or sending it to an external tool like a Google Sheet.
6. Test the form to ensure it functions correctly, then publish it for team use.

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The screenshot below shows a workflow triggered on an emoji, that collects information from the user in a simple form:

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Method 2: Using Third-Party Tools

If your needs go beyond Slack's built-in functionality, advanced third-party tools like ClearFeed, Typeform, or Paperform offer powerful features to improve your workflows significantly. We will discuss how these tools can assist you later in this article.

Why Use Third-Party Form Tools?

So that you can

1. Create visually appealing and branded forms tailored to your needs.
2. Use conditional logic to show or hide questions based on user responses.
3. Gain insights with built-in analytics and reporting dashboards, and do more.

How to Integrate Third-Party Tools with Slack?

1. Slack App Directory: Many apps, like Typeform and Jotform, have prebuilt integrations for Slack. These apps allow you to receive real-time notifications and manage responses directly in Slack channels.  
2. Webhooks: For a more customized approach, you can set up webhooks to send form responses to Slack channels or trigger workflows.  
3. Automation Platforms: Use tools like Zapier, Make, and Automate to connect these form tools with Slack and other apps, automating tasks like ticket creation or data updates.

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Now that we've gone over the essentials, we’ll jump into some tools you can start using.

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Best Third-Party Tools to Manage Slack Forms

1. ClearFeed

ClearFeed, an AI-driven support platform, offers a powerful form feature designed for managing tickets and improving workflows right within Slack. Let’s go over its main features and why it’s essential for support operations.

Features:

1. Advanced Ticket Management: ClearFeed makes ticket management easy and efficient with its dynamic forms. You can create and update tickets and capture all the important details right from the start. This reduces delays and avoids back-and-forth conversations to clarify missing information.

The forms are customizable to suit your specific needs. You can make forms that fit your needs perfectly. Use simple boxes for typing, lists to choose from, or checkboxes to tick. This way, you get all the right info from the start. It helps your team work faster and with less stress because everything's clear and ready to go.

2. Flexible Field Configurations: It takes the hassle out of filling repetitive details with pre-filled fields like contact email or ticket descriptions. These fields are automatically populated but can be customized based on user permissions, giving you the flexibility to tailor forms to your team’s needs.
   
   You can set up your forms to work just the way you want. Make some questions must-answer, while others can be skipped. You can even hide some fields or fill them in ahead of time., and make it easy for people to use your forms while still giving you all the important details.

3. Role-Based User Permissions: ClearFeed keeps your information safe by letting you decide who sees what. You can:
   
   
   1. Choose who can view or change specific parts of your forms
   2. Give different permissions to people with different jobs
   3. Make sure only the right people can access sensitive details

4. Data-Driven Reporting and Insights: ClearFeed also offers advanced metrics that give you valuable insights into your ticket data. You can track ticket quantities, resolution times, and team performance, making it easier to identify trends and areas for improvement. These insights help you fine-tune your operations as your team becomes more efficient over time and delivers better results.
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5. Import Forms from other Ticketing and Task Management Systems: Not only does ClearFeed provide Forms natively - it can also import Forms from systems like Zendesk, Salesforce, ClickUp, Intercom & Linear and create ticketing workflows in those systems, from Slack using those Forms. It will also allow you to see and edit those Form fields from Slack - with their updates being reflected back in the source ticketing system.

Interested in enhancing your workflows? Book a demo to explore how ClearFeed Forms can improve your ticketing and operational strategies.

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2. Typeform Slack Integration

Typeform is an intuitive form builder that helps you make interactive forms and surveys. It lets you gather information in a conversational and engaging way so that people can fill it out.

Unique Features:

1. Designed to be conversational, encouraging higher completion rates.
2. Choose specific answers (up to 50) to include in Slack messages, ensuring teams focus only on the most critical information.
3. Discuss Typeform responses directly within Slack for real-time decision-making.

Pricing: Starts at $29 (when billed monthly) for unlimited forms.

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3. JotForm Slack Integration

Jotform is a handy online tool that helps you create your own custom forms and surveys with ease. Its user-friendly drag-and-drop interface makes it simple to design everything from basic contact forms to detailed surveys and event registrations.

Unique Features:

1. Include form fields and action buttons like "View Submission" for instant access and action.
2. Notify specific team members in private Slack channels for sensitive submissions.

Pricing: Starts at $39 (when billed monthly) for 25 forms. Offers a free tier that includes 5 forms

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4. Paperform Slack Integration

Paperform offers an intuitive form builder with powerful customization and automation capabilities. It integrates with Slack to keep teams updated about form submissions.

Unique Features:

1. Includes conditional logic, calculations, and scheduling for advanced workflows.
2. Supports order and payment forms with seamless processing.
3. Hundreds of customizable templates with drag-and-drop editing.

Pricing: Starts at $29 (when billed monthly) for unlimited forms

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5. Formstack Slack Integration

Formstack is a user-friendly tool that helps businesses collect and manage data without needing to code. It lets you create online forms easily, gather information from customers or employees, and connect this data to other apps you use. Many industries use Formstack, including healthcare, education, finance, and retail.

Unique Features:

1. Automatically send generated documents to Slack for quick reviews and approvals.
2. Triggers actions like document creation and task notifications in Slack through Zapier or n8n.

Pricing: Starts at $99 (when billed monthly) for 25 forms

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6. Tally Slack Integration

Tally is an easy-to-use online form builder that lets you create forms fast, with no coding needed. It has a clean, simple design, offers powerful ways to customize your forms, and helps you collect and manage data effectively. Tally caters to businesses, creators, and teams looking for an easy-to-use, cost-effective solution for data collection.

Unique Features:

1. Form submissions sync with Slack for deeper analysis and lead management.
2. Automatically create tasks or reminders in Slack based on form data.

Pricing: Starts at $29 (when billed monthly) for unlimited forms

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7. Wufoo by SurveyMonkey (Slack Integration)

Wufoo is an online form builder owned by SurveyMonkey that enables users to create a variety of forms, such as contact forms, online surveys, registration forms, and invitations, without requiring any coding skills. It is designed to simplify the process of data collection and management for businesses and organizations.

Unique Features:

1. For confidentiality, notifications can be restricted to private Slack channels.
2. Enhance team collaboration by sending Slack updates on new poll entries.

Pricing: Starts at $19 (when billed monthly) for 10 forms. Offers a free tier that includes 5 forms and basic features)

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Simplifying Team Workload Management with Slack Forms

Slack forms bring together communication and task management in one platform. These forms take care of the background tasks and help you cut down on delays and get more done. Whether you need to prioritize tasks or organize projects, Slack forms make managing your team's workload a breeze.

Ready to give your team’s productivity a big boost? Start using Slack forms today and see how your workflows can improve! And if you're looking for an all-in-one solution to make communication smoother, manage tasks better, and increase efficiency, why not give ClearFeed a try?