Run a Customer or Team Survey in monday.com Using an Embedded Google Form

Surveys tend to scatter: SurveyMonkey for the customer-feedback one, Google Forms for the internal pulse check, Typeform for the slick external one. Different tools, different dashboards, different export workflows.

If most of your team’s work already happens in monday.com, you can collapse one of those tools — Google Forms — into a single board view. Google Easy Embed renders a Google Form inside monday, responses flow into a linked Google Sheet you can also embed on the same board, and the survey lives where your team can actually act on it.

Why a Google Form embed is enough for most internal surveys

Google Forms is free, well-tested, has all the question types most surveys need (short answer, multiple choice, checkbox, dropdown, linear scale, file upload), and exports responses to a Google Sheet you can do anything with. The thing it’s been missing is integration with the place your team already works.

Embedding it in monday.com fixes that.

A common pattern: quarterly customer feedback

Here’s a setup that works well for a small-to-mid-size B2B team:

1. Build the Form in Google Forms.

   • 4–6 questions, mostly short — completion rate falls off a cliff past 10 questions.
   • Include one open-ended “what’s the one thing we could do better?” — that’s where the real insight comes from.
   • Link responses to a Google Sheet.

2. Create a monday board called “Customer Feedback Q4 2026” (or your naming convention).

3. Add two Easy Embed views to that board:

   • View 1: the Form itself, set to View access mode — the team can take the survey in monday.
   • View 2: the linked Google Sheet, set to View or Edit depending on who should annotate.

4. Share the Form link with customers via email or a customer portal. Responses land in the linked Sheet, visible on the board.

5. Triage on the board using a separate “Action items” view (a normal monday view) that the team uses to assign and track follow-ups from the feedback.

Every part of this — building the Form, collecting responses, analysing the Sheet, assigning actions — happens inside monday.com.

A second pattern: internal pulse survey

Same structure, smaller scope:

• Form: 3 questions (How’s the workload? How’s the team mood? Any blockers?).
• Embed view 1: the Form, set to Edit so anyone on the board can submit.
• Embed view 2: the response Sheet, visible to managers only (via monday board permissions).
• Run weekly. Use a normal monday automation to remind the team on Friday to fill it in.

The reason this works better than a standalone Google Form link in Slack: the team is already in monday all day. Adding one more place to check kills the response rate; adding one more view inside a place they already check doesn’t.

A third pattern: customer NPS at the end of a project

• Form: one question (0–10 NPS scale) plus a “Why?” open-ended.
• Embedded on the project’s wrap-up board so the project team sees responses in context with the work that produced them.
• Use View access mode for the team; share the Form link with the customer.

What to watch out for

• Don’t put PII in publicly-shared survey responses. If the linked Sheet has personal data, set the Sheet’s Easy Embed view to Restricted and manage Google sharing directly on the Sheet.
• Form edits propagate. Editing the Form in Google updates the embed live. Make changes in a duplicate Form if you don’t want to disturb a running survey.
• Anonymous Form responses. Google Forms can collect anonymously — that’s a Form-level setting. Easy Embed doesn’t change it. If your survey is anonymous, double-check the Form’s settings.

Try it

Install Google Easy Embed and try the quarterly-feedback pattern on a small board first. The setup takes about 15 minutes including building the Form.

Related reading

• Embed Google Forms for feedback
• Help: select a file to embed
• Embedding Google files in monday.com — your options compared