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SRV

Survey Manager

Workflows & Surveys · Basic · Updated March 2026

List and retrieve survey configurations in a sub-account including form field definitions and embeddable survey support.

The Survey Manager provides read access to all survey configurations in a GHL sub-account. Surveys in GHL are structured data collection forms that can be embedded in funnels, websites, or shared as standalone links, and their submissions feed directly into the CRM.

What This MCP Tool Does

This tool lets you list all surveys in a sub-account and retrieve their configuration details including field definitions, settings, and metadata. This is useful for auditing what data collection forms exist, mapping survey fields to external systems, and understanding what data flows into the CRM from forms.

Endpoint Reference

List all surveys: GET /surveys Returns all survey configurations in the sub-account.

Authentication

Requires a Private Integration Token (PIT) with the surveys scope enabled.

Key Parameters

The response includes for each survey:

  • id — unique survey identifier
  • name — display name
  • fields — array of field definitions (field type, label, required status)
  • Configuration settings for display and behavior

Important Notes

Surveys and forms in GHL are closely related but distinct. Surveys tend to be multi-step data collection instruments, while forms are typically single-page contact capture. Both feed data into the CRM, but they use different builder interfaces and different API endpoints.

Survey creation and editing happens in the GHL UI. The API provides read access for integration and auditing purposes.

To access the actual data submitted through surveys, use the Survey Submissions tool.

Common Questions

What is the difference between a survey and a form in GHL? Both collect data, but surveys support multi-step layouts and more complex field types. Forms are simpler single-page submissions. From an API perspective, they are separate endpoints.

Can I create surveys through the API? No. Survey creation is handled in the GHL UI builder. The API provides read access to configurations and submissions.

How do I know which surveys are active and which are unused? The API returns all surveys regardless of usage. Cross-reference with Survey Submissions to see which ones have recent activity.