6 ways to simplify critical business processes with Typeform

Carlin Sack
Carlin Sack / Last updated May 21, 2020

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

When you connect Typeform to your other apps with automated workflows, you can streamline the process of putting the information you've collected exactly where you want it. Here are a few of the most popular ways that Zapier users automate critical Typeform-based business workflows.

Collect and nurture leads

One of the most popular ways to use Typeform is collecting lead information. But making sure those details move into the right place—like your CRM or email marketing app—can quickly become tedious.

Instead of moving lead information around by hand, set up an automated workflow so information is never lost and you can easily get in touch right away. HubSpot, for example, built a creative lead generation tool called MakeMyPersona, which allows marketers to create customized personas for their brands. MakeMyPersona is powered by a Zap that sends new Typeform entries to WebMerge, where they are turned into stylized documents.

These Zap templates are a great place to start automating if you want to create a similar lead generation and nurture workflow.

Gather customer feedback

Your customers are the core of your business. Gathering feedback from them helps you understand their needs and solve them with your product or services. Typeform makes it simple to collect customer feedback, while Zaps can move it into the apps you use the most, making sure the feedback can easily be put to use.

AptDeco, an online marketplace for new and used furniture, uses Zapier to connect Typeform to WordPress so they can collect and highlight customer reviews on their website. Whenever a customer fills out a form rating their AptDeco experience, a Zap adds the rating to AptDeco's site, which is built on WordPress. Then 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," says their Head of Marketing, Ramon Cacho. "It's like Yelp reviews that live on our site. This has proven very successful and is helping visitors transact on our website."

AptDeco also uses Zapier to help them take care of any negative ratings they might get through the feedback form. A Zap pulls in relevant customer information from various sources, like Google Sheets and MySQL, so 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."

Want to automate your customer feedback like AptDeco? These Zap templates are a great jumping-off point.

Create support tickets

Sometimes customers don't have general feedback, but rather an urgent problem or question. You can also set up a form 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. Here are a few Zap templates to get you started.

Assign and collaborate on tasks

Typeform doesn't just let you gather information from customers; it can help streamline your internal team communication too. By connecting Typeform to a collaboration, project management, or to-do app with automation, you can efficiently assign tasks and keep your team on the same page.

At the website design marketplace Compass, for example, Zapier and Typeform are key parts of the customer onboarding process. Once a customer fills out a form, a 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," says Taylor Sundali, who works on operations and project management at Compass. "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 to connect Typeform and Slack to keep the whole team updated. Team members fill out a daily status report through Typeform, which includes any project commits that they've made, and it's automatically sent 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."

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

Save time on HR processes

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

When you connect Typeform to your other apps, you can take these form submissions and turn them into candidates in your HR or recruiting app—no manual work required. These Zap templates can help you start automating your recruiting.

Outside of hiring, you can create Zaps that streamline other HR tasks, such as creating a company directory. In fact, the Typeform team did this themselves.

Simplify billing and finances

It's essential to track invoices and accept payments, but if the data isn't organized, it can quickly get out of control. Paired with your other apps, Typeform helps you capture that essential information in a structured way that works for you.

For example, on-demand car wash app Washos set up a Zap that helps the company generate tons of sales. They built a form that accepts payments, which they use to sell prepaid gift cards.

"We are a startup, so we like when we can build a quick solution without disturbing too much the IT team," Washos' founder Benjamin 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 helps us generate thousands of dollars with five-minute efforts."

Beyond tracking sales, your business also needs to track expenses and other internal financial info. You can use Typeform to quickly capture these details and send them to your accounting apps using automated workflows. Here are a few Zap templates to start with.

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