Spotler CRM + Typeform

Create contacts in Spotler CRM from new Typeform submissions

Get new leads quickly into your CRM by automating their capture from Typeform. This template will create a contact in Spotler CRM if it isn't there already and then create an activity recording the Typeform submission.

When this happens...
New EntryTriggers when a form is submitted.
TriggerInstant
automatically do this!
Create ActivityCreates an activity.
ActionWrite

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More things you can do with Typeform and Spotler CRM

Discover other triggers and actions you can use with Typeform and Spotler CRM

- Agent
  Required
Trigger
Instant
Try It
- 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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Type
Trigger
Instant
Try It

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Type
- Owner
Trigger
Instant
Try It

- Account
  Required
- Activity Date
  Required
- Activity Type
  Required
- Description
Action
Write
- Opportunity Name
- Account
  Required
- Status
  Required
- Probability
  Required
Action
Write
- Dropdown name
  Required
- Items
  Required
Action
Write
- Contact Field
  Required
Action
Search
- Contact Field
  Required
- Account
  Required
- Salutation
- First
- Middle
- Last
- Email
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
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
- Type
Trigger
Instant
Try It
- Probability
- Status
Trigger
Instant
Try It
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Write
- Account
  Required
- Salutation
- First
- Middle
- Last
- Email
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
Action
Write
- Account
  Required
- Task Date
  Required
- All Day Event
- Priority
  Required
- Task Status
  Required
- Task Type
  Required
- Owner
- Description
Action
Write
- Account Field
  Required
Action
Search
- Account Field
  Required
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Search or write

About Spotler CRM

Spotler CRM is a customer relationship management system that offers functionalities, such as a centralised database for all your customers and their contacts.

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Related categories

Marketing Automation

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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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