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Dealboard + Typeform

Dealboard + Typeform integrations

Create Dealboard leads from new Typeform entries

Form responses shouldn't sit in an inbox waiting to be copied into your pipeline. This integration automatically creates a lead in Dealboard every time someone submits your Typeform, with their name, email, company and message attached. New leads land in Dealboard's inbox ready to qualify and promote to a deal, so your team follows up while the interest is fresh.

When this happens...
New EntryTriggers when a form is submitted.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in the inbox, with source and campaign attribution.
ActionWrite

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More things you can do with Typeform and Dealboard

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

- Agent
  Required
Trigger
Instant
Try It
- Form
  Required
- Partial Responses
Trigger
Instant
Try It
- 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
- Board
  Required
Trigger
Instant
Try It

- Board
  Required
Trigger
Instant
Try It
- Board
- Deal
  Required
- Note
  Required
Action
Write

- Board
- First Name
- Last Name
- Work Email
- Phone
- Company
- Company Website
- Message
- How They Heard About You
- Source
- Submitted from URL
- Page Title
- Referrer
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- Google Ads Click Parameter (GCLID)
Action
Write
- Board
- Deal
  Required
- Deal Name
- Company
- Amount
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Write
- Name or Company
  Required
- Board
  Required
- Which Deals
- Deal Name
  Required
- Company
- Amount
- Stage
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Search or 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
- Board
  Required
- Only These Stages
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
- Deal Name
  Required
- Company
- Amount
- Stage
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Write
- Board
  Required
- Deal
  Required
- Move to Stage
  Required
Action
Write
- Name or Company
  Required
- Board
- Which Deals
Action
Search

About Dealboard

Dealboard is a visual deal tracker for founders and small teams who would rather close deals than configure software.

HelpHelp

Related categories

Beta

CRM (Customer Relationship Management)

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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