Introduction
The Typeform integration enables seamless automation between your CRM workflows and Typeform’s interactive form platform. Whether you’re capturing leads, collecting survey data, or tracking customer feedback, this integration connects Typeform submissions directly with automations — ensuring instant data sync and workflow execution.
Why It Matters
With this integration, agencies, marketers, and businesses can:
Automatically capture and use Typeform responses in workflows.
Create personalized follow-ups, CRM entries, or notifications based on new submissions.
Save time by automating repetitive data-entry and response-handling tasks.
Triggers and Actions
Triggers (Typeform → Workflows)
These are events in Typeform that can initiate workflows.
| Trigger Name | Description |
|---|---|
| New Entry⚡ Instant | Fires instantly when a new response is submitted in Typeform. |
This is an instant trigger — meaning captures new form submissions in real time as soon as they occur.
Actions (Workflows → Typeform)
These are actions that can execute in Typeform through workflows.
| Action Name | Description |
|---|---|
| Create Empty Form | Create a new blank form in Typeform. |
| Duplicate Existing Form | Make a copy of an existing form, preserving its structure and questions. |
| Search Responses In A Form | Search for and retrieve existing responses from a selected Typeform form. |
These are premium actions and are billed according to standard action pricing.
Getting Started
Follow these steps to start using Typeform triggers and actions in your workflows:
Search in Workflows
Open your workflow builder.
Search for “Typeform” in the trigger or action menu.
Connect Your Typeform Account
If your Typeform account is already connected, you’ll see configuration options right away.
If not, click Connect Now and complete the OAuth setup to link your Typeform account.
Alternative Method
You can also connect from Settings → Integrations.
Locate Typeform and complete the authorization process.
Once connected, you can seamlessly add Typeform triggers or actions to your automation workflows.
How Typeform Triggers Work
Typeform triggers rely on webhooks through the Typeform API. When a new entry (form submission) occurs, workflows instantly receives that data and triggers the defined workflow.
Setup Instructions:
Choose the trigger New Entry (Instant).
Select the form you want to connect.
Click Test Trigger — Workflows will fetch a sample entry to map fields.
Map the Typeform fields (e.g., name, email, responses) to workflow variables.
Common Use Cases
Use Case 1: Create Tasks and Notify Team from Typeform Submissions
Goal: Automatically create a ClickUp task, update the contact field, and send an internal notification when someone submits a Typeform entry.
Workflow Setup:Trigger: Typeform → New Entry (Instant)
Filter: Form Name = “Client Onboarding Form”
Actions:
Create Task (ClickUp)
Update Contact Field (workflows)
Send Internal Notification (workflows)
Example:A new client fills out your “Client Onboarding Form” in Typeform. Instantly, a ClickUp task is created with the client’s details, their contact field in workflows is updated with the latest information, and your internal team receives a notification to begin the onboarding process.
Use Case 2: Create Conditional Tasks and Send Notifications from Typeform Submissions
Goal: Automatically create a new document, check form response values, and trigger different follow-up actions based on the number of items submitted in a Typeform entry.
Workflow Setup:
Trigger: Typeform → New Entry (Instant)
Filter: Form Name = “Order Submission Form”
Actions:
Create New Document (ClickUp)
Condition: Check if “totalitems” equals “3”
Branch (If True):
Update Contact Field (workflows)
Send Internal Notification (workflows)
Send Email (workflows)
Branch (If False):
End Workflow
Example:
A customer submits an order through your “Order Submission Form” on Typeform. The workflow creat