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How 20+ Businesses Use Typeform to Collect Information and Streamline Processes

Carlin Sack
Carlin Sack / July 26, 2016

Your business runs on information. You constantly need up-to-date info from your customers, your peers, your vendors, your fans, or your employees in order to make the best decisions. Gathering that information can be a disorganized process, though–especially if you collect it via email, social media, team chats, or verbally. You may not get all the data you need or it might be scattered in various formats.

Typeform, an online form tool, helps you capture the information you need, in the format you want. Whether you build your own form or customize a pre-built form, Typeform will generate a simplified, beautiful form that you can share and start gathering data right away.

Typeform
Create beautiful forms with Typeform

Once you've seamlessly collected the data, then you can take swift action on it. That's where Zapier, a tool that connects 500+ business apps, comes in. Perhaps you want to sort your results in a spreadsheet tool or discuss your findings with teammates in your project management app. Zapier will route the information there automatically. That way, the data is exactly where you need it and you don't have to manually transfer it.

Here's how more than 20 businesses easily gather essential data using Typeform and automatically send it to other tools using Zapier.

Use Typeform and Zapier to:


The Zapier and Typeform teams hosted a webinar to chat about how to set up Typeform Zaps and some of the cool Typeform Zaps mentioned in this post. Here's the recording, in case you missed the live webinar.

 

Introduction to Integrating Typeform and Zapier

Zapier helps manage the processes around your beautiful, customized typeforms by automatically passing data between Typeform and the other apps you use, such as MailChimp, Google Sheets, Slack, WordPress, and more. Here's how to set up an integration between Typeform and Zapier.

Let's say you have a typeform embedded on your site, so visitors can easily sign up for your weekly newsletter. You can use Zapier to connect email marketing tool MailChimp to Typeform, so that new Typeform entries are sent directly to MailChimp. Whenever someone submits a new Typeform entry, an automatic workflow called a "Zap" adds the person to a specific MailChimp list of your choosing.

To set up a Zap like this from scratch, log into your Zapier account or sign up for a free account. and click "Make a Zap." Start out by connecting your Typeform account to Zapier:

Example of a Typeform Zap
Connect your Typeform account to Zapier

Make sure you already have a typeform set up and you have created a sample entry that the Zap can use as test data. Then tell Zapier which form to look at and it will pull the test data.

Example of a Typeform Zap
Pick the typeform you want Zapier to watch and test it with existing sample data

In the second step, connect your MailChimp account:

Example of a Typeform Zap
Connect your MailChimp account to Zapier

Once you've connected your accounts and customized the Zap, turn the Zap on. Now, every time someone fills out your typeform, Zapier will add them to your MailChimp list—you won't need to worry about doing it yourself.

There are many other ways you can streamline your business with Typeform and Zapier. Here are a few ideas from companies that are doing just that.


Gather Feedback

Your customers are the core of your business. Gathering feedback from them helps you understand their needs and help solve them with your busines. Without feedback from your customers, your company can quickly become out of touch. Thankfully, Typeform makes it simple to collect customer feedback, while Zapier makes sure the feedback can be easily put to use.

Grocery delivery company Deligreens set up a Zap to help the team track customer feedback: "We really want to know what our new customers think of our service," growth hacker Damien Le Thiec says.

This Zap makes sure the team is aware of customer feedback right away in Slack, plus the feedback is archived in a Google Sheets spreadsheet so it can be reviewed in the future.

The Deligreens team took the automation one step further by using Typeform's built-in calculator to score answers, plus Typeform's customizable thank you screens. If the customer gives their service a high score, the typeform will display a thank you screen that asks the customer to refer a friend.

Typeform thank you screens
Customize screens to thank customers after they complete the form

Thanks to powerful Typeform features and Zaps that immediately put Typeform entries to use, the Deligreens team is doing much more than just simply gathering feedback with an online form and storing it.

AptDeco, an online marketplace for new and used furniture, is another company that is exploring the many possibilities of Typeform and Zapier.

AptDeco
AptDeco's page of real-time customer reviews

If you visit AptDeco's site, you'll notice an entire page dedicated to real-time reviews from customers. That page is powered by a Zap between Typeform and WordPress, says head of marketing Ramon Cacho. Whenever a customer fills out a typeform rating their AptDeco experience, the Zap adds the rating to AptDeco's site, which is built on WordPress. Plus, the Zap notifies the AptDeco team in Slack.

"The result is a full landing page where visitors can get a sense of others' experiences as they happen," Cacho says. "It's like Yelp reviews that live on our site. This has proven very successful and is helping visitors transact on our website."

You can also automatically share customer reviews via social media. Plus, Zapier's built-in Filter app can help you make sure that only positive customer reviews are shared. Filter will check the new Typeform entry to see if a customer's review was high and, if so, share the review with social followers.


"Zapier has made us better at creative problem solving: instead of asking our developers to create features in the backend, we have a way to build solutions ourselves without any coding"- Ramon Cacho, head of marketing at AptDeco


AptDeco also uses a Zap to help them take care of any negative ratings they might get. This Zap pulls in relevant information from various sources, like Google Sheets and MySQL, right away. That way, the customer support team can focus on quickly helping the customer, instead of wasting time searching through data.

"The process used to take very long since our customer support team had to get involved very early in the process to collect information," Cacho says. "Now we're able to seamlessly collect the necessary information and our team can respond fast with a resolution for the dispute. Zapier has made us better at creative problem solving: Instead of asking our developers to create features in the backend, we have a way to build solutions ourselves without any coding."

Tracking customer feedback can also help you expose trends about your company and help you answer questions like "What's the biggest thing we can do to improve our service next month?" One simple Zap to get you started with storing customer feedback is this Zap between Typeform and Google Sheets:

From there, you can run a variety of custom reports in Google Sheets as the Hannah Grimes Center for Entrepreneurship does. Program director Jake Nonweiler uses this Zap to track feedback about workshops, so the team can review it monthly.

"We connect Typeform to Google Sheets so that every new survey submitted is placed in our master spreadsheet," Nonweiler says. "At the end of the month, we can just filter a pivot table and it saves us a great deal of time."

There are many other tools that give you the ability to run custom reports on your data, view it visually, and more. Try these Zaps to connect those tools to Typeform:

You can also store customer feedback in your CRM, so your team gets a full picture of each customer with just a glance at the CRM. Network marketing company Synduit uses Typeform and Zapier to gather comments from contacts and store them in CRM tool Infusionsoft.

"Zapier unlocked functionality that would have otherwise been cost-prohibitive, such as merging Typeform entries with the appropriate Infusionsoft user records so we can keep track of client feedback," lead strategist Dan Russell says.

The team at Compass, a website design marketplace, also uses a Zap to store contact information in their CRM Streak.

"We combined Google Sheets, Streak, Typeform, and Zapier to make it easier for customers to provide content, to match customers with designers, and to facilitate a feedback process," co-founder Mike Wilner wrote in a blog post.

No matter what system you use to organize your contacts, you can connect it to Typeform with Zapier:

Create Support Tickets

Sometimes customers don't have general feedback, but they rather have an urgent problem or question. You can also set up a typeform on your site to capture customer issues as they come up. Typeform Zaps help you turn those entries into support tickets, so they can be addressed immediately.

Ariel Gamino, IT manager at medical center Northwestern Medicine, uses a Zap between Typeform and issue tracking tool JIRA to take action on problems with IT systems.

"Instead of getting emails and wasting time on converting those into tickets, we can directly send issues to our support staff," Gamino says.

The Typeform team itself uses a similar Zap that sends customers' reports of abuse to help desk tool Zendesk.

Typeform
Typeform users can report abuse using this typeform

From Zendesk, the Typeform team can act quickly on the issue by starting conversations directly with the customer who submitted the report.

The team at Prodpad, a product management tool, also sends user-submitted issues to Zendesk with a Zap. Bonus: the issues are also sent to ProdPad itself, so the team can review them later when considering new product features or fixes.

"How we treat our customers and their overall happiness with the product, quality of service, and support they receive is incredibly important to us," Andrea Saez, who works on product management and support, wrote in a blog post.

No matter what tool you use to provide customer support, you can set up Zaps to send customer feedback from Typeform.

Assign and Collaborate on Tasks Internally


"With Typeform and Zapier, I save nearly an hour of time each day, which I can now spend on other duties."- Eric Chellstorp, senior account manager at StudioNorth


Typeform doesn't only help you gather information from customers, but it also helps streamline internal team communication too. Keeping your team on the same page, especially when balancing a variety of tasks, is a must. That's where Typeform and Zapier come in to help.

Alumni management software company Almabase uses a Zap to help its team divvy up tasks for onboarding new schools. First, the new school enters basic information and their logo into a typeform. Then the Zap creates tasks in Asana, assigned to various team members, so that the school can get started with the software.

"We used to collect this info and then assign tasks manually; it was tiring," vice president Maruthi Sandiep says. "Now we automate this process completely. We have a beautiful typeform that we send to customers and, the moment they finish submitting the form, the tasks on Asana are assigned automatically to respective team members. It is all seamless."

Taylor Sundali, who works on operations and project management at website design marketplace Compass, takes uses a similar Zap to onboard new customers. Once a customer fills out a Typeform, the Zap notifies the team in Slack, creates and assigns Asana tasks, and also sends a confirmation email to the customer.

"It's hard to emphasize how valuable Zapier has been in our use of Typeform," Sundali. "Our company was able to leverage this beautiful interface, not only for storing information, but also for creating actionable items for team members."

Sundali and his team also use another Zap between Typeform and Slack to keep the whole team updated: Team members fill out a daily status report in a typeform, which includes any commits that they've made, and Zapier sends it straight to Slack.

"We love using Typeform for collecting information," Sundali says. "We rely on Zapier to store and distribute the information we've collected, then to notify key team members in Slack."

Eric Chellstorp, senior account manager at advertising agency StudioNorth, also uses Typeform and Zapier to keep his team on track. Whenever Chellstorp fills in a typeform with details about a client project (such as the project type, due date, and budget), the Zap adds it to project management tool Trello where collaboration happens.

"I have five engineers that I schedule projects for," Chellstorp says. "Using Zapier, I can create the job just once and everyone will stay in sync. With Typeform and Zapier, I save nearly an hour of time each day, which I can now spend on other duties."

Non-profit think tank OuiShare also uses a typeform to Trello Zap to help the team discuss content ideas for upcoming events. Content proposals are collected via Typeform, then Zapier funnels them to Trello.

"Zapier has enabled us to concisely display the content from Typeform and integrate it into our existing Trello workflow," co-editor Francesca Pick says. "It has saved us huge amounts of time and enabled us to discuss proposals easily and collaborate with a remote team."

Alexandr Bagirov, who helps run literature blog Owllit, uses this Typeform Zap to collaborate with the blog's writers on thoughtful answers to user-submitted discussion questions.

"Some of our readers want to discuss literature with us, so they go to our contacts page and see a beautifully crafted Typeform," Bagirov says. "Their question goes to Slack where we can discuss it as a team and our writers also receive a copy of the message in their inbox."

You can connect Typeform to other collaboration tools with Zaps like these:

Capture Leads

Prospective customers peruse your site every day. Embedding a typeform into your site is a reliable way to capture their contact information and other important details. Zapier automatically sends that data to other apps you use daily, so the data isn't lost and you can easily get in touch later.

Almabase uses Typeform to ask site visitors a series of questions, which are then shared with the team via Gmail. That way, the whole team gets to know the leads better and the sales team can customize a demo for the lead.

"We want to gauge interest and get context on a lead before we give a demo," vice president Maruthi Sandiep says. "When the lead submits the form, the sales and product team receives an email with the info. Then the sales team builds the demo around their interests, while product team gets insights into the challenges prospective customers are facing."

Isabel Nazare, who does marketing and business development at recruiting company ZenJob, uses Typeform to capture new leads and a Zap to send the leads to email marketing tool MailChimp.

"We use Zaps to automate our sign up and follow up process, and create automated and personalized drip campaigns targeted to each step of our acquisition funnel," Nazare says.

Illustration agency Owl Agency uses the same Zap to keep client information updated in MailChimp, co-founder Andrej Kiszling says.

"We have an overload of client briefs," Kiszling says. "But, thanks to Zapier, no client info is lost because all the data is sent to MailChimp, where we can use it for later engagement campaigns."

Jena Utley, entrepreneur and trainer at online fitness company The Fitness Jem, adds leads from a Typeform survey to email marketing app ActiveCampaign, so she gets to know leads better than a standard sign up form would allow.

"I require all my clients to fill out a questionnaire via Typeform, which allows me to learn more about them," Utley says. "After they fill out the questionnaire, Zapier sends the potential clients an email with a link to my calendar so they can book a consultation with me. Zapier has made running an e-commerce business much easier."

Scheduling face-to-face time with leads is a great way to engage them, whether it's through an in-person consultation or a group webinar. These Zaps will help simplify the scheduling process:

Engage Contacts

Capturing new leads with Typeform means that your contact list is constantly growing. Typeform can also help you gather data about your existing contacts too. That way, you're operating off the most up-to-date info.

Moishe House, a non-profit organization that runs home-based programming for young adults, uses a Zap to add Typeform entries to Salesforce, where company contacts are tracked.

"Before Zapier automation, we would have to manually input new resident information into Salesforce every time a new resident would move into a house," program coordinator Anna Kernus says. "Now, the Zap creates a new Salesforce record for every new resident. It also sends out introduction emails to the new resident and all relevant staff members. This improves communication because data is never lost between different apps: everyone is on the same page when they all have the same information."

Christopher Drake, an entrepreneur at several companies including FX2School, used a Zap to engage contacts in a new idea he worked on during a Startup Weekend event in 2014. Drake built a tool to help people find the lowest prices on used vehicles and he captured contacts' car preferences using a typeform. A Zap then sent the preferences to a spreadsheet and emailed the contact back with car prices.

The Zap helped him gather and send information quickly, so he could then iterate on his idea: "I've got a technical co-founder, but I hate bugging him for little things that I know I could do myself," Drake says. "So I use something like Zapier to connect stuff together and then go from there."

Kollecto's personalized art recommendation process begins with a typeform asking a series of questions

Similarly, Tara Reed, founder at personal art recommendation company Kollecto, curates a list of contacts and gets to know them better with Typeform. She learns customers' art preferences as they fill out a typeform. Zapier then sends their preferences to Google Sheets, where Google Scripts help categorize users and show which art types to recommend.

"Spending 0% of time on coding and 100% of time learning what my customers want has been really rewarding," Reed says.

Save Time on HR Processes

Typeform can also help you gather information from people who are interested in your business for a different reason: They want to work with you. Typeform helps you ask the same questions to all job applicants and highlight the best answers right away, thanks its ability to automatically score answers.

Almabase uses a Zap between Typeform and Gmail when reviewing job applications, so that the team spends the most time on the best applications.

"It is a waste of time to go through everyone's resume," Sandiep says. "So we send applicants an automated email with a typeform asking a bunch of questions about the role and scope of work for that opening. We have set a score for every answer in Typeform. Once the applicant finishes filling the form, I get an email if he exceeds certain score. This helps me give my attention to the right candidates."

Benjamin Guez, founder of on-demand car wash app Washos, uses a similar Zap to help ease the hiring process.

"The first step of our hiring process is a typeform, which gives us a score telling us if it’s a good lead or not," Guez says. "For each answer we get, we notify the team through Slack and then create a Trello card, which contains all the information required to follow up with the applicant. Before using Zapier, we were handling tons of emails and losing too much time."

Outside of hiring, Typeform can also help with other HR tasks, such as creating a company directory. The Typeform team did this themselves. They set up a typeform, of course, to gather new employees' names, contact info, roles, hobbies, links to personal websites, and photos. Then a Zap adds the employee information to Trello.

Since Trello is a highly visual tool that utilizes the Kanban system of organization, it's ideal for organizing free-form data like this company directory.

Typeform's company directory helps new hires know who's who

Typeform Zaps can also help HR teams create and manage important documents, including employment contracts, code of conduct agreements, or other basic HR records. These Zaps turn Typeform entries into cohesive documents ready for saving and sharing:

Simplify Billing and Finances

Tracking billing and accepting payments are important parts of your business, but if the data isn't organized, it can quickly get out of control. Typeform helps you capture that essential information in a structured way that works for you.

On-demand car wash app Washos set up a quick Typeform Zap that helped the company generate tons of sales. They built a typeform that accepts payments, which they use to sell pre-paid gift cards.

"We are a startup, so we like when we can build a quick solution without disturbing too much the IT team," Washos' Guez says. "When customers purchase a gift card, we tell the team on Slack. We also auto-scheduled an email to the gift card receiver, so that we can coordinate the service. It’s been working great so far and help us generate thousands of dollars with five-minute efforts."

FX2School, a payment solution provider for international students, uses a similar Zap to send payment confirmation emails when students submit tuition payments.

"Customers fill in fields in Typeform, then the Zap uses Mandrill to send out a templated email to essentially create a personalized email," general manager Christopher Drake says.

Beyond tracking sales, your business also needs to track expenses and other internal financial info. Drake also uses Typeform to capture business expenses and send them to an Airtable database.

"I upload receipts and fill in details of receipts in Typeform, which can also be used to upload bills," Drake says.

You can also use Typeform to quickly capture payments or accounting details and send them to other accounting apps using Zapier:

Typeform + Zapier, Better Together

Typeform and Zapier

Zapier integrates with 500+ apps, many of which didn't make it into this post. Get creative and customize how you use these apps together with Typeform and Zapier.

Photo of Lawrence Watkins

“Zapier helps me build processes and automation into my business like a programmer without having to learn to code.”

Lawrence Watkins, co-founder of Great Black Speakers

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