ClubPlanner + Typeform

Add new Typeform entries to ClubPlanner as prospects

Collect and manage new Typeform entries seamlessly with ClubPlanner. With this workflow, every time there's a new entry in Typeform, it immediately creates a new prospect in ClubPlanner. This means you don't have to manually track and input information, allowing you to focus on building connections rather than data entry.

Collect and manage new Typeform entries seamlessly with ClubPlanner. With this workflow, every time there's a new entry in Typeform, it immediately creates a new prospect in ClubPlanner. This means you don't have to manually track and input information, allowing you to focus on building connections rather than data entry.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    ClubPlannerClubPlanner
    Add Prospect

    Add a prospect to ClubPlanner

    ActionWrite
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Supported triggers and actions

    • Form To DuplicateRequired

    • 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
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • First name

    • Last nameRequired

    • PhoneRequired

    • Email

    • Address

    • Postal Code

    • City

    • Source of the prospectRequired

    • Sub source

    • Remarks

    • Sales category

    • UTM Source

    • UTM Medium

    • UTM Campaign

    • UTM Term

    • UTM Content

    • Type of prospectRequired

    Action
    Write
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About ClubPlanner

ClubPlanner let's you manage your new sales and retention better!

Related categories

  • Sales & CRM
typeform logo
typeform logo

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 more

Related categories

  • Forms & Surveys

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