BoardCRM + Typeform

BoardCRM + Typeform integrations

Create BoardCRM deals from new Typeform entries

With this template active, every time you get a new Typeform entry, a BoardCRM deal will be created automatically.

When this happens...
New EntryTriggers when a form is submitted.
TriggerInstant
automatically do this!
Create DealCreates a new Deal
ActionWrite

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More things you can do with Typeform and BoardCRM

Discover other triggers and actions you can use with Typeform and BoardCRM

- Agent
  Required
Trigger
Instant
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- Form
  Required
Trigger
Instant
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- Form To Duplicate
  Required
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Add Comment to Deal
Triggers when a new comment is added to a deal.
Trigger
Polling
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Expired Deal Deadline
Triggers when a deal deadline is expired.
Trigger
Polling
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New Deal
Triggers when a new deal is created.
Trigger
Polling
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Successful Deal Deadline
Triggers when a deal deadline is successful.
Trigger
Polling
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Update Deal Status
Triggers when a deal status is updated.
Trigger
Polling
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- Deal ID
  Required
- Comment Content
Action
Write
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write
- Deal ID
  Required
- New Status
Action
Write

- Automation Step ID
  Required
Trigger
Instant
Try It
- title of your form
  Required
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write
- Form To Update Question in
  Required
- Please provide list of choices
Action
Write
- Form
  Required
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search
Add Tag to Deal
Triggers when a new tag is added to a deal.
Trigger
Polling
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Lost Deal
Triggers when a deal is failed.
Trigger
Polling
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Set Deal Deadline
Triggers when a deal deadline is changed.
Trigger
Polling
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Update Deal
Triggers when a deal is updated.
Trigger
Polling
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Won Deal
Triggers when a deal is successful.
Trigger
Polling
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- Deal ID
  Required
- Tag
Action
Write
- Deal ID
  Required
- Deal Start Time
- Deal End Time
Action
Write
- Deal ID
  Required
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write

About BoardCRM

Fresh and user-friendly CRM system of next-generation for effective small and medium-sized businesses: deal stats, sales pipeline, customer base (leads), form builder for collecting leads.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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