Plutio + Typeform Integration (2026): Forms to Contacts

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

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 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

1. Step 1: Create contact from Typeform submission
2. Step 2: Create project linked to that contact
3. Step 3: Create a follow-up task with due date
4. 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.

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