With Typeform, you can build delightful interactions to collect the data and information you need in the format you want. But, of course, it's what you do with the data after you collect it that drives customer interactions and actionable insights.
Automating Typeform with other apps you already use can streamline the process and eliminate errors that come with manual data entry. Here are a few ways you can use Zaps—our word for the automated workflows you create with Zapier—to automate your marketing, collaborate on tasks, and more with Typeform.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button, and we'll guide you through customizing it. It only takes a few minutes. You can read more about setting up Zaps here.
Automate marketing and lead management
Typeform is a powerful tool to collect information on new and potential customers. But if that information stays siloed in your form tool, you're missing out on valuable opportunities to push those customers down your lead funnel. Here are a few ways to connect Typeform to your other marketing apps.
Update your CRM
Manually adding customer info to your CRM tool is tedious and time-consuming. Connecting Typeform with your customer relationship management app using Zapier is easy to do and eliminates the costly possibility of making mistakes when copying and pasting data.
Add contacts to your email marketing list
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, you can automatically add them to your email lists so they get the right response at the right time. Just make sure they've opted in to receive emails from you.
If you want to send a customized follow-up to your survey—either thanking customers for filling it out or sending more detailed info to leads—you can use the following Zap to send an email to new Typeform respondents.
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.
Read more: How to automate your data collection
Collect and manage customer feedback
Typeform is great for converting leads into new customers, but it also excels at enabling you to listen to and serve your existing customers—the core of your business. Providing fast, comprehensive support and gathering feedback are two ways you can understand and solve their challenges, improve your offerings, develop loyalty, and boost the lifetime value of each customer.
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.
No matter what tool you use to provide customer support, you can set up Zaps to send customer feedback from Typeform. Don't see your app in the examples above? Browse the customer support apps in our app directory.
Gather feedback
Whether you're soliciting data to calculate your net promoter score or seeking qualitative responses about their experiences, customer feedback is essential to growth. Typeform makes it simple to collect customer feedback, while Zaps can move it into the apps you use the most, making sure the feedback is accurate, easily formatted and ready to use.
Here are a few Zaps to get started:
Assign and collaborate on tasks
Depending on the type of info you're collecting in your form, you may need to take action as those responses come in. Maybe you're collecting feature requests from customers that need to be added to the product's team queue. Or maybe you're collecting lead information that needs to go to your sales team for a more detailed follow-up.
You can connect Typeform to a collaboration, project management, or to-do app to collect information for cross-team and collaborative projects with these Zaps.
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.
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.
New to Zapier? It's an automation tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use this app, and many others, with Zapier.
This piece was originally published in July 2016 by Carlin Sack and updated in January 2022 by Jack Beaudoin. It was most recently updated in July 2022.