Typeform Integration with Revamp CRM
With Typeform’s Revamp CRM integration, you can automatically create and/or update Revamp CRM
records are added through Typeform. Keep your team informed, collaborate better and run workflows
Typeform Integration Details
Your team uses Typeform because it turns data collection into an experience. It’s important to retain customer contact information so you can reach out to them in future campaigns. This integration automatically creates Revamp CRM persons from newly submitted forms in Typeform. Now communicating with your customers is easier than ever before.
How Typeform Integration works, when a new customer is created
You can configure Zapier to:
- Create a Contact in Revamp CRM with a tag ‘Typeform’
- You can optionally create a dynamic segment for all contacts with ‘Typeform’ tag
- Furthermore, automation can run on this segment to create a follow-up task.
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
How Typeform Integration works, when a new form is created
You can configure Zapier to:
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
What You Need
- Typeform account
- Revamp CRM account
About Typeform
- TypeForm is a survey software solution. Forms and surveys play a pertinent role in businesses, institutions, and organizations. But sadly, as technology is making everything else a lot easier, people are finding forms increasingly boring; regardless of how easy you try to make them.
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.