Forms

Typeform Automations

Turn Typeform responses into CRM updates, tickets, enriched leads, and analytics rows.

6 Automations

6 automations for Typeform

Pick any workflow and we'll build it for you.

Typeform #1

Lead Capture Router

Route leads by geography or company size.

How it works

1

Response submitted webhook

2

Parse answers JSON

3

Evaluate routing matrix

4

Create CRM record

5

Assign owner

6

Trigger welcome sequence

Typeform #2

NPS Aggregation Live

Push scores to warehouse instantly.

How it works

1

NPS form submission

2

Validate duplicate respondent window

3

Insert warehouse row

4

Update rolling 30-day metric dashboard

5

Alert CX if detractor

6

Thank promoter referral ask

Typeform #3

Quiz Certification Issuer

Pass/fail certificate emails.

How it works

1

Quiz response completed

2

Calculate score percentage

3

If pass generate PDF certificate

4

Email certificate link

5

If fail send retry materials link

6

Log attempts tracking sheet

Typeform #4

Employee Pulse Confidential

Anonymise aggregates only.

How it works

1

Pulse survey submission

2

Strip identifiers before storage

3

Aggregate team sentiment metric

4

Alert HR only if threshold breach

5

Weekly anonymised chart email leadership

6

Rotate survey question bank monthly

Typeform #5

Event RSVP Capacity Guard

Close form when seats full.

How it works

1

RSVP webhook arrives

2

Increment attendee counter atomically

3

If cap reached disable Typeform via API

4

Waitlist alternate form enabled

5

Notify events team Slack

6

Send calendar ICS confirmation

Typeform #6

Partner Application Review

Collect docs + score fit.

How it works

1

Partner application submitted

2

Download uploaded files to Drive

3

Score revenue band answers

4

Create review task for partnerships team

5

Auto-decline email if under threshold

6

CRM partner pipeline stage update

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