Clientify + Typeform Integration

Integrate Clientify to Typeform in one click, or tell Integrately AI how you want each submission handled. Create contacts, search responses, update deals, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
  • Typeform
    Form is submitted in Typeform Instant
  • Typeform
    Form is created in Typeform
Arrow Right
2.
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify
  • Typeform
    Search form in Typeform
  • Typeform
    Create an empty form in Typeform
  • Typeform
    Search response in Typeform
  • Typeform
    Get form by id in Typeform
  • Typeform
    Duplicate form in Typeform

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Ready Workflows Ready Workflows for Clientify + Typeform Integration

Capture form submissions, create contacts, update deals, and trigger follow-ups, all in just one click.

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Connect more apps to your Clientify + Typeform flow

Connect your favourite tools to handle email marketing, messaging, CRM records, scheduling, payments, and notifications after your core integration runs. Pick a combination and activate it in one click.

Clientify
Typeform
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MailchimpMailchimp (4)
+
WhatsAppWhatsApp (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
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StripeStripe (4)
+
GmailGmail (4)
T
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Add every new Typeform submission as a Clientify contact, and add the subscriber in Mailchimp
Form submissions appear instantly in Clientify as new contacts while Mailchimp updates your subscriber list automatically, eliminating manual copy-pasting.
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T
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When a Clientify contact is created, search response in Typeform and notify your list in Mailchimp
New Clientify contacts trigger a search in Typeform for matching responses, updating your Mailchimp subscriber segment instantly.
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T
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When a Clientify deal stage updates, search the Typeform form and update the subscriber tag in Mailchimp
Deal progress in Clientify triggers form lookups and updates subscriber tags in Mailchimp so marketing campaigns reflect sales status.
T
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If a Typeform submission selects premium tier, create a Clientify deal and add the tag in Mailchimp
High-value form submissions automatically generate deals in Clientify and apply targeted tags in Mailchimp for priority marketing.

Supported triggers and actions for Clientify and Typeform

Mix and match to build the exact automation you need

Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
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Contact is created in Clientify
Triggers the automation when a new contact is added
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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Typeform
Typeform Triggers & Actions
Instant
Form is submitted in Typeform
Triggers the automation when a form is filled
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Form is created in Typeform
Triggers the automation when a new form is created
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Search form in Typeform
Searches for a form
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Create an empty form in Typeform
Creates a new empty form
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Search response in Typeform
Searches for a response
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Get form by id in Typeform
Retrieves a form by its id
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Duplicate form in Typeform
Creates a copy of the existing form
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What can you automate with Clientify + Typeform?

Streamline your entire lead capture and sales pipeline by connecting form submissions directly to your CRM workflows.

What you can automate?
🔄
Create Clientify contacts from every Typeform submission
Automatically transfer every new form response into Clientify as a contact the moment it arrives. Eliminate manual data entry and ensure every lead is captured.
📋
Capture every submitted form field in your CRM
Map all survey questions, text inputs, and dropdown selections from Typeform into Clientify contact records. Maintain complete customer context without missing details.
🔔
Alert your sales team instantly when a form is submitted
Trigger instant team notifications and task assignments in Clientify as soon as a prospective customer completes your online form.
🔀
Route leads to different sales reps based on form answers
Evaluate submitted form criteria to assign tasks, create deals, or route prospects to appropriate team members automatically.
✏️
Update existing CRM contacts when form details change
Keep your client database current by automatically updating existing contact profiles in Clientify whenever a repeat form submission occurs.
🔍
Search and update existing contacts instead of creating duplicates
Check for existing contact records before creating new ones in Clientify, maintaining a clean and deduplicated database.
📈
Trigger follow-ups when deal stages or tasks update
Automate subsequent operational steps in Clientify whenever pipeline stages shift or new customer support tasks are created.
🔗
Sync form submissions to Mailchimp alongside your CRM
Extend your core integration to secondary platforms like Mailchimp so marketing lists stay updated alongside your primary CRM records.
And much more...

Who is Clientify + Typeform integration for?

Teams capturing leads through online forms and managing sales pipelines need instant data flow between their web forms and CRM to close deals faster.

Data analysts and operations managers
Data analysts and operations managers
Sales representatives and account managers
Sales representatives and account managers
Agency account managers and client leads
Agency account managers and client leads
Customer intake and support teams
Customer intake and support teams
Project coordinators and operations leads
Project coordinators and operations leads
Finance and administrative supervisors
Finance and administrative supervisors
📈
Data analysts and operations managers
You report on form conversion metrics and campaign pipeline value, but your CRM counts only update when someone manually exports submissions, so the dashboards you review are always hours behind — with this integration, every new submission lands in your CRM instantly and your reports stay current.
Sales representatives and account managers
You need to reach out to high-intent leads the moment they express interest, but new form entries sit unread until an end-of-day review, so prospects look elsewhere while you wait to follow up — with this integration, every form submission creates a contact instantly and your team can engage right away.
📊
Agency account managers and client leads
You answer to clients who expect real-time updates on campaign lead generation, but piecing together form data and CRM deals takes hours of manual reconciliation every week — with this integration, every submission updates your sales records automatically and your client reporting is always accurate.
📥
Customer intake and support teams
You handle high volumes of incoming customer inquiries and booking requests daily, but copying form answers into client profiles leads to missed entries and dropped tickets — with this integration, every inquiry becomes a structured CRM record without manual typing.
🗂️
Project coordinators and operations leads
You own the onboarding and delivery phase that begins right after a form is submitted, but waiting for manual handoffs from form builders to sales tools causes costly project delays — with this integration, every submission flows directly into your workflow management pipeline.
🗄️
Finance and administrative supervisors
You depend on complete customer histories for auditing and billing reconciliation, but manual data transfers leave recurring gaps and missing contact details in your records — with this integration, every form response creates a verified CRM trail with zero missing data.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Clientify + Typeform

Build and manage your Clientify + Typeform automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clientify + Typeform with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Clientify to Typeform?
Frequently Asked Questions
You can connect Clientify and Typeform in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It also integrates smoothly with Mailchimp, WhatsApp, HubSpot, Calendly, Stripe, and Gmail.
How can I automatically send form responses from Typeform to Clientify?
Frequently Asked Questions
Can I connect Clientify, Typeform, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Typeform?
Frequently Asked Questions
How does Clientify handle incoming contact data from form submissions?
Frequently Asked Questions
How does Typeform capture and manage form responses?
Frequently Asked Questions
Can I automate this workflow without any coding skills?
Frequently Asked Questions
Is the Clientify and Typeform integration free?
Frequently Asked Questions
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