Using Typeform with CRM Workflows

Introduction

The Typeform integration connects your CRM workflows with Typeform's interactive form platform. This powerful connection allows you to automate processes between form submissions and your CRM, ensuring immediate data synchronization and workflow activation.

Key Benefits

• Automatically capture and utilize Typeform responses within CRM workflows
• Create personalized follow-up sequences, contact records, or notifications based on new submissions
• Eliminate manual data entry by automating response processing tasks

Triggers and Actions

Triggers (Typeform → CRM)

These events in Typeform can initiate workflows in your CRM:

• New Entry ⚡ Instant: Activates immediately when a new response is submitted through Typeform. This is a real-time trigger that captures submissions as they occur.

Actions (CRM → Typeform)

These actions can be executed in Typeform through your CRM workflows:

• Create Empty Form: Generate a new blank form in Typeform
• Duplicate Existing Form: Create a copy of an existing form while maintaining its structure and questions
• Search Responses In A Form: Locate and retrieve existing responses from a specified Typeform form

Note: Some actions may be premium features subject to standard action pricing.

Getting Started

Step 1: Access Workflow Builder

Open your CRM workflow builder and search for "Typeform" in either the trigger or action menu.

Step 2: Connect Your Typeform Account

If your Typeform account is already connected, configuration options will appear immediately. If not, select "Connect Now" and complete the OAuth setup to link your accounts.

Alternative Connection Method

You can also connect through Settings → Integrations. Locate Typeform and complete the authorization process to enable seamless addition of Typeform triggers and actions to your automation workflows.

How Typeform Triggers Function

Typeform triggers utilize webhooks through the Typeform API. When a new form submission occurs, your CRM instantly receives the data and activates the corresponding workflow.

Setup Instructions

1. Select the "New Entry (Instant)" trigger
2. Choose the specific form you want to connect
3. Test the trigger to fetch a sample entry for field mapping
4. Map Typeform fields (such as name, email, or response data) to CRM workflow variables

Common Use Cases

Use Case 1: Automated Task Creation and Team Notification

Objective: Automatically create tasks, update contact information, and send internal notifications upon Typeform submission.

Workflow Setup:

• Trigger: Typeform → New Entry (Instant)
• Filter: Specific form name selection
• Actions: Create task, update contact field, send internal notification

Use Case 2: Conditional Workflows Based on Form Responses

Objective: Create documents, evaluate response values, and trigger appropriate follow-up actions based on submission content.

Workflow Setup:

• Trigger: Typeform → New Entry (Instant)
• Filter: Specific form name selection
• Actions: Document creation followed by conditional branching based on response values

Use Case 3: Automated Document Management with Pipeline Integration

Objective: Search for existing form responses when pipeline stages change, then create appropriate documents and notifications based on search results.

Workflow Setup:

• Trigger: Pipeline stage change in CRM
• Filter: Specific pipeline selection
• Actions: Form response search followed by branching actions based on whether responses are found

Frequently Asked Questions

Q: Do I need a paid Typeform account for this integration?

A: No. The integration works with both free and paid Typeform accounts, though some Typeform plan features may affect functionality.

Q: Is this integration available to all CRM users?

A: Yes, it's available to all accounts with access to workflows and integrations.