Typeform Integration
Use cases for freelancers and agencies
Capture leads and client information without manual data entry. Freelancers and agencies use Typeform's conversational forms to collect detailed information from potential clients, then Zapier pipes that data directly into Plutio.
Lead capture from website
Embed a Typeform on your website's contact page. When someone fills it out with their name, email, and project description, a Plutio contact is created immediately. You can start following up within minutes instead of waiting until you remember to check form submissions.
Project intake questionnaires
Send prospective clients a detailed intake form before discovery calls. Collect budget ranges, timeline preferences, project goals, and reference links. All responses flow into the Plutio contact record as notes, so you have everything you need when the call starts.
Client onboarding forms
After a contract is signed, send a Typeform collecting brand assets, access credentials, and project preferences. The data populates the client's Plutio record, and you can create a project with this information already attached.
- Contact form: Creates new lead in Plutio instantly
- Intake questionnaire: Adds detailed notes to contact record
- Onboarding form: Populates client details for project kickoff
- Feedback survey: Logs responses to existing client records
How to connect Typeform to Plutio
Use Zapier to bridge Typeform and Plutio. The setup takes about 10 minutes and requires no coding.
Step-by-step connection process
- Create a free Zapier account at zapier.com if you do not have one
- Click "Create Zap" in Zapier's dashboard
- Search for "Typeform" as your starting event app
- Choose "New Entry" as the event (fires when someone submits)
- Connect your Typeform account and select the specific form
- Search for "Plutio" as your action app
- Choose "Create Contact" as the action
- Connect your Plutio account when prompted
- Map Typeform fields to Plutio contact fields (email, name, notes, etc.)
- Test the automation with a sample submission
- Turn the automation on
Every submission to your selected Typeform will now create a contact in Plutio automatically.
What Typeform fields can I send to Plutio?
Any Typeform field can map to Plutio contact fields. You control the mapping during Zapier setup.
Standard field mappings
- Short text: First name, last name, company name
- Email: Contact email address
- Phone number: Contact phone
- Long text: Notes field (project description, requirements)
- Multiple choice: Custom fields or tags
- Number: Budget field or custom numeric fields
Combining multiple responses
You can combine multiple Typeform questions into a single Plutio notes field. For example, format the notes as:
"Project Type: [answer]
Budget: [answer]
Timeline: [answer]
Description: [answer]"
This keeps all intake information organized in one readable block.
Can I filter which responses create contacts?
Yes, use Zapier's Filter step to control which submissions create contacts. Filters prevent spam and unqualified leads from entering your CRM.
Common filter scenarios
- Budget threshold: Only create contacts if budget is above $2,000
- Qualifying question: Only create contacts if they answered "Yes" to a readiness question
- Email domain: Skip contacts with disposable email addresses
- Required fields: Skip if email or name is empty
Setting up filters
Add a Filter step between your Typeform starting event and Plutio action. Define conditions like "Budget is greater than 2000" or "Email does not contain @tempmail.com". Only submissions matching your criteria create contacts.
Can I create projects from form submissions?
Yes, use a multi-step Zapier automation. After creating the contact, add steps to create a project and tasks.
Multi-step automation flow
- Step 1: Create contact from Typeform submission
- Step 2: Create project linked to that contact
- Step 3: Create a follow-up task with due date
- Step 4: (Optional) Send Slack notification to your team
Project details from form data
Map Typeform responses to project fields:
- Project name: "[Client Name] - [Project Type]"
- Project description: Long text response from intake
- Budget: Number field from budget question
- Deadline: Date field from timeline question
Multi-step automations require Zapier's paid plans for more than 2 steps.
What if a contact already exists?
By default, Zapier creates a new contact even if one exists with that email. To update existing contacts instead:
Handling duplicates with lookup
- Add a "Find Contact" step that searches Plutio by email
- Use Zapier Paths to branch the workflow
- If contact exists: Update the existing record
- If contact does not exist: Create new contact
Simple approach without lookup
For simple use cases, let duplicates happen and merge them in Plutio later. Plutio makes it easy to merge duplicate contacts, and this approach keeps your Zapier automation simpler.
Lookup steps require Zapier's paid plans. Evaluate whether duplicate prevention is worth the complexity.
Tips for effective intake forms
Effective intake forms balance detail with completion rate. Typeform's conversational format helps, but form design still matters.
Essential questions for freelancers
- Name and email: Required for follow-up
- Company or website URL: Research before the call
- Project type: Dropdown helps with routing and filtering
- Budget range: Brackets work better than open text
- Timeline: When do they need it done?
- Project description: Open text for details
- How did you find us?: Marketing attribution
Keeping completion rates high
Typeform's one-question-at-a-time format naturally improves completion rates. But still:
- Keep forms under 10 questions when possible
- Make only critical fields required
- Use logic jumps to skip irrelevant questions
- Show a progress bar for longer forms
