Site2CRM + Typeform

Site2CRM + Typeform integrations

Create Site2CRM leads from new Typeform responses

Capturing form responses in one platform and managing leads in another creates unnecessary friction and increases the risk of missed follow ups. This automation automatically creates a lead in Site2CRM whenever someone completes a new Typeform. Every submission flows directly into your sales pipeline, eliminating manual copy and paste and ensuring no lead slips through the cracks.

When this happens...
New EntryTriggers when a form is submitted.
TriggerInstant
automatically do this!
Create LeadCreates a new lead with contact information.
ActionWrite

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More things you can do with Typeform and Site2CRM

Discover other triggers and actions you can use with Typeform and Site2CRM

- Agent
  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
Lead Updated
Triggers when a lead's information is changed.
Trigger
Instant
Try It

New Form Submission
Triggers when a form is submitted on your website.
Trigger
Instant
Try It
- Lead ID
  Required
- Note
  Required
Action
Write

- Lead ID
  Required
- Name
- Email
- Phone
- Company
- Status
- Notes
Action
Write

- Form
  Required
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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Lead Captured From Chat
Triggers when AI chat captures a lead's email or phone number.
Trigger
Instant
Try It
New AI Chat Conversation
Triggers when an AI chat conversation starts on your website.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is captured via form or AI chat.
Trigger
Instant
Try It
- Name
  Required
- Email
- Phone
- Company
- Source
- Notes
Action
Write

About Site2CRM

Site2CRM is a lead capture platform that connects website form submissions, booking forms, and AI chat conversations directly to your CRM in real-time.

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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.

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Related categories

Forms & Surveys

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