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Zapier: Automate your Client Onboarding (TypeForm & Ignition)
Zapier: Automate your Client Onboarding (TypeForm & Ignition)

Learn how to link your TypeForm account to Ignition to automatically create clients and send off your next steps form fill.

Matthew Kanas avatar
Written by Matthew Kanas
Updated over a week ago

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.

Beginner: Creating a Client

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.

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!

This quick 3 minute video below will walk you through how to set this Zap up!


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:

  1. Meeting Name

  2. Calendar App (Google Cal or Outlook)

  3. 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!

This quick 3 minute video below will walk you through how to set this Zap up!

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