Use Typeform with AI
Connect nowTurn new submissions into leads.
Forms & lead capture
Using Typeform in an agency
Typeform is a valuation or applicant form on the website. A new submission becomes a lead only after you map the fields and drop the duplicates. An incomplete form should be flagged, not turned into a fake telephone number.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadRead new submissions
- Update recordsCreate a lead from a submission
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Turn new valuation requests into CRM leads and flag incomplete submissions.”Also needs: CRM. Submissions are deduplicated and mapped first.
Before you connect
- Account you’ll need
- A Typeform account
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Typeform need?
A Typeform account
Will a bot change Typeform without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Typeform partner?
No. You connect an account you or your agency already have, through Typeform’s own sign-in, where that connection is in the catalogue.