Using Typeform with CRM Workflows

Connecting Typeform to Your CRM

Integrate Typeform with your CRM to automate the capture of leads, survey responses, and customer feedback as soon as they are submitted. This guide explains how to use the instant trigger that activates when a Typeform is completed, and how to use workflow actions to perform tasks within Typeform itself. You will also find instructions for setup, tips for mapping data, and advice for getting the most out of the connection.

Understanding the Typeform Integration

The native Typeform integration allows your CRM workflows to react instantly to new form submissions. You can use the New Entry (Instant) trigger to launch an automation the moment someone submits a Typeform. Additionally, you can include actions within your workflow to create new forms, duplicate existing ones, or search through past responses, making it easier to manage onboarding, collect feedback, and update contact records automatically.

Key Benefits

Linking Typeform and your CRM provides several key advantages for streamlining your operations.

• Instant Processing: Workflows begin immediately upon form submission, eliminating any waiting period.
• Automated Form Management: Create or copy forms directly from a workflow, allowing you to generate unique forms for different clients or projects.
• Leverage Historical Data: Search previous form responses to personalize communication and enrich the information in your CRM.
• Centralized Workflow: Handle common Typeform tasks without leaving your CRM platform, reducing the need to switch between applications.

Available Triggers and Actions

Here is a summary of the automation steps available for Typeform.

Trigger

• New Entry (Instant): This trigger activates as soon as a submission is received for a specified Typeform, enrolling the respondent into the workflow.

Actions

• Create Empty Form: Generates a new, blank Typeform within your connected workspace and provides the new form's ID and URL.
• Duplicate Existing Form: Makes a copy of an existing Typeform, including its structure and design, and returns the details of the new form.
• Search Responses in a Form: Retrieves existing submissions from a chosen Typeform, enabling you to create conditional logic and map specific answer data.

How to Set Up the Integration

Follow these steps to connect Typeform and configure your first automated workflow.

Connecting Your Typeform Account

You can establish the connection in one of two ways:

From a Workflow Step:

1. Navigate to Automations → Workflows and open or create a workflow.
2. Add a Typeform trigger or action step.
3. Click Connect your account.
4. Complete the Typeform authorization in the pop-up window.
5. Select the connected account when prompted and configure the available fields for the step.

From the Integrations Settings:

1. Go to Settings → Integrations.
2. Find Typeform and complete the OAuth connection process.

Configuring and Testing the Trigger

1. After adding the New Entry (Instant) trigger, click Test Your Trigger.
2. Select Fetch Trigger Data. The system will wait for a new sample submission.
3. Submit a test response to your Typeform.
4. Once the sample payload is detected, you can select it. After saving the trigger, you will be able to map answers from the form questions directly into your workflow.

Building Your First Flow

1. From your sub-account, go to Automations → Workflows and click Create Workflow.
2. Add the New Entry (Instant) trigger and select your specific Typeform.
3. Add actions, such as Create/Update Contact, mapping fields like email and phone from the form submission.
4. Include follow-up steps like sending an email or creating an opportunity.
5. Publish the workflow and submit a test form to verify the automation runs correctly by checking the Execution Logs.

Example Use Cases

Automate Team Notifications from a Client Onboarding Form

Goal: When a new client submits an onboarding form, automatically create a task for your team, update the client's contact record, and send an internal notification.

Workflow Setup:

• Trigger: Typeform → New Entry (Instant), filtered for a specific form like "Client Onboarding Form".
• Actions:
  • Create a task in your project management system.
  • Update the contact's record in the CRM.
  • Send an internal notification to alert the team.

Conditional Follow-Up Based on Order Details

Goal: When an order form is submitted, create a document and then perform different actions depending on the order contents.

Workflow Setup:

• Trigger: Typeform → New Entry (Instant), filtered for your "Order Submission Form".
• Actions:
  • Create a new document with the order details.
  • Add a condition to check a specific answer, such as if the "total_items" equals "3".
  • If the condition is true, update the contact field, send an internal notification, and send a confirmation email.
  • If the condition is false, the workflow can end without taking those additional steps.