Automate your client onboarding with Zapier using TypeForm & Ignition
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Disclaimer: This works on the free version of Zapier but if you want to include multiple steps, you’ll need a paid Zapier subscription.
Beginner: Creating a Client
Disclaimer: If you want to replicate the below zaps, you’ll need a paid version of Zapier so that you can use multi-step zaps.
If you hate manual data entry, this is the Zap for you!
It’s not only simple to set-up but it will ensure that you’re always on top of your client data by automatically pushing their details captured from TypeForm into Ignition.
What you need to get started:
- Client Intake Form
Before we go ahead and create the Zap, You will first need a Client Intake Form setup in TypeForm.
Here's an example of a Client Intake Form.
When building out your form, be aware that lengthy forms are less likely to be filled out so be specific and targeted with your questions! We suggest 3-5 questions.
Once you have this form set-up and published, we'll be able to begin with creating the zap.
Click on the image below to get started with our pre-made Zapier template!
Intermediate: Send TypeForm from a Calendar event
If you want to eliminate another step in the process - why not automatically send your Client Intake Form once your initial meeting has been booked!
To set this up, you’ll need to create a unique identifier for all your introductory/discovery meetings. This means setting up a specific meeting name that is shared only with this meeting type.
Example: Discovery Meeting
What you need to get started:
- Meeting Name
- Calendar App (Google Cal or Outlook)
- Mail Delivery App (Gmail or Outlook)
*Note this example has been created using G Suite but this can be replicated with Office 365
Click on the image below to get started with our pre-made Zapier template!
