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Customerly + Typeform

Create or update Customerly leads from new Typeform entries

Collect information effortlessly from Typeform entries and transform them into leads in Customerly. With this easy-to-use workflow, whenever a new response is captured in Typeform, a corresponding lead is created or updated in Customerly, ensuring you never miss an opportunity to nurture potential customers. Simplify your lead management and enhance your marketing efforts.

Collect information effortlessly from Typeform entries and transform them into leads in Customerly. With this easy-to-use workflow, whenever a new response is captured in Typeform, a corresponding lead is created or updated in Customerly, ensuring you never miss an opportunity to nurture potential customers. Simplify your lead management and enhance your marketing efforts.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    CustomerlyCustomerly
    Create/Update Lead

    Creates or updates a lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • 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
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Customerly triggers, actions, and search

    Lead Converted to User

    Triggers when a lead has been converted to user.

    Trigger
    Instant
    Try It
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • 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
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About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Related categories

  • Customer Support
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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.
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