Typeform makes it easy to build forms and surveys that help you collect everything from customer data to product insights for your business. But what do you do with that data after you collect it? You’ll likely need to break that data down, analyze it, and send it to other apps so everyone in your team can get the information they need.
Automation can make that process a breeze. With a few Zaps—our word for Zapier’s automated workflows—you can automatically send form data to your CRM, get the right people involved, and streamline support. Here are the best ways to automate Typeform.
Table of contents
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Send notifications for new Typeform responses
Manually checking for form responses isn’t a great way for anyone to spend their time. But timely follow-up is important if you want to keep leads warm or customers happy. With one of these workflows you can notify the right members of your team about new form responses with a quick text, chat message, or email.
Add leads to your email and CRM tools
Collecting customer information in a form is probably the first of what should be many touch points along their greater marketing journey. By automatically adding form respondents to your email marketing tool or CRM, you can automatically send them messages at the right time.
(Just make sure they’ve opted in to receive emails from you.)
Send lead information to your ad tools
When you get a new lead you want to add them to your marketing campaigns immediately—while your business is top of mind. Plus, if a lead fails to convert, adding them to a retargeting campaign in a timely manner is a valuable way to recapture their interest.
If you’re leveraging high-converting ads tools like LinkedIn or Google Ads, you’ll want to pair them with Typeform. That way, whenever a new lead fills out a form, you can get your campaigns in front of them while their interest in you is still fresh. These Zaps will transfer your lead data to your campaigns quickly and accurately:
Create calendar events and webinar registrants
If you’re opening up time on your calendar for customer appointments, events, interviews, or demos, you’ll likely send out a form for folks to book time.
By adding a “date” field to your form, you can automatically create a detailed event in Google Calendar or Outlook when a new submission comes through. And, if you use Zoom to host webinars, you can also automatically create registrants from form submissions.
Track survey results in a spreadsheet or database
Even if you haven’t invested in a dedicated CRM or drip email manager, you’re probably maintaining spreadsheets or databases of contacts, subscribers, and leads. These templates will move information from Typeform responses to your data tool without the need for manual downloads and uploads.
If you don’t have time to analyze your form results or you want help categorizing the contents, you can easily add AI into the mix. These workflows, powered by AI, will analyze your form submissions for you into predefined segments or topics.
Don’t like to track entries in a spreadsheet? If you prefer using a document for easy reading, you can use this Zap to automatically send form entries to a Google Doc:
Create support tickets
You can embed a form on your website to generate new support tickets as they arise. And with Typeform’s branching logic and friendly interface, customers can provide a lot of helpful information to help identify the issue and the resources best suited to provide assistance.
Just set up a Zap to automatically move the data from a completed response to your support app. Here are a few Zap templates to get you started.
Do more with automation
Typeform helps you encourage prospects, customers and even employees to provide vital information that will fuel your organization’s growth. And when you connect Typeform with Zapier, you can easily build end-to-end automated solutions that eliminate the need for tedious manual processes—and the errors that often come with them.
Zapier is the leader in workflow automation—integrating with 6,000+ apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization’s technology stack. Learn more.
This piece was originally published in July 2016, with previous contributions by Carlin Sack and Jack Beaudoin. It was most recently updated in March 2024 by Elena Alston.
