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Typeform – Actions & Triggers in Workflows

Set up the Typeform integration in GHL Customer Care. Learn the instant trigger, actions, setup steps, FAQs, and billing to automate submissions in real time.

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  1. Key Benefits of the Typeform Integration
  2. Triggers & Actions
  3. How To Set Up the Typeform Integration
  4. Build your first flow:
  5. Use Cases
  6. Frequently Asked Questions
  7. Related Articles

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Connect Typeform to GHL Customer Care to automate lead capture, surveys, and feedback in real time. This guide covers the instant Typeform → GHL Customer Care trigger, all Typeform actions you can run from a workflow, and step‑by‑step setup. You’ll also find best‑practice mapping tips, billing notes, and links to related resources so your team can launch confidently.

TABLE OF CONTENTS

What is the Typeform Integration in Workflows?

GHL Customer Care’s native Typeform integration lets you react to Typeform submissions instantly and perform Typeform tasks directly from a workflow. Use the New Entry (Instant) trigger to start automations the moment a form is submitted, and add Typeform actions (like creating or duplicating a form, or searching responses) to streamline onboarding, feedback collection, and CRM enrichment.

Key Benefits of the Typeform Integration

These benefits highlight how GHL Customer Care and Typeform work together to route leads faster, reduce manual tasks, and centralize operations in one automation hub.

  • Instant routing: start workflows the moment a Typeform is submitted—no polling delays.

  • Form ops at scale: create or duplicate forms during an automation so each client/project has its own copy.

  • Response utilization: search historic responses to personalize follow‑ups and enrich CRM data.

  • Reduced context‑switching: work inside GHL Customer Care—no jumping between tools for common form tasks.

  • Predictable billing: premium executions are billed per run and can be rebilled to sub‑accounts (see Workflows Pro Plan – New Pricing Tiers and How to enable and rebill Premium Features for Workflows).

Triggers & Actions

This overview consolidates the Typeform trigger and actions in one place so you can quickly compare capabilities, required inputs, and the data each step returns for downstream mapping.

TypeNameDescription
TriggerNew Entry (Instant)Fires immediately when a Typeform submission is received and enrolls the record into the workflow.
ActionCreate Empty FormCreates a new blank Typeform in the connected workspace and returns the new Form ID/URL.
ActionDuplicate Existing FormClones an existing Typeform (structure/logic/design) and returns the new Form ID/URL.
ActionSearch Responses in a FormRetrieves existing submissions for a selected Typeform so you can branch logic and map fields.

How To Set Up the Typeform Integration

A clean connection and correct mapping ensure instant enrollments and reliable downstream actions. Use the options below to connect quickly and verify with a live test.

Connect Typeform (two paths)

From a Trigger/Action step

  • Go to Automations → Workflows, then open or create a workflow.
  • Add a Typeform trigger or action.
  • Review the available Typeform fields shown in the step.
  • Click Connect your account.
  • Complete the Typeform authorization in the pop-up window.
  • Select the connected Typeform account, when prompted.
  • Configure the unlocked fields.

If you switch connected accounts, Typeform-dependent fields may reload or reset. Review the step before saving.

How to Configure

Click on Test Your Trigger > Fetch Trigger Data  -> Webhook starts waiting for a new sample payload -> User does a quick form submission -> New sample payload is detected by Test Trigger

Once payload is selected and trigger is saved, user can select the Questions by their title in the output to map the answers directly

How To Set Up the Typeform Integration (image 1 of 10) What this shows Once payload is selected and trigger is saved, user can select the Questions by their title in the output to map the answers directly What this shows Illustrates the "How To Set Up the Typeform Integration" section of "Typeform – Actions & Triggers in Workflows". This screenshot appears in the "How To Set Up the Typeform Integration" section of "Typeform – Actions & Triggers in Workflows". The text alongside this image reads: Once payload is selected and trigger is saved, user can select the Questions by their title in the output to map the answers directly. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: From the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing workflow). Add New Entry (Instant) Trigger and select the form. Add Typeform Actions Create/Update Contact; map email/phone from…. Image 1 of 10 What to chooseOnce payload is selected and trigger is saved, user can select the Questions by their title in the output to map the answers directly
Fields in this part of the guide From Settings → Integrations
Buttons and menus referenced Connect Typeform (two paths)From a Trigger/Action stepAutomationsWorkflowsHow to ConfigureFrom Settings → IntegrationsSettings → IntegrationsTypeform
Next stepFrom the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing workflow). Add New Entry (Instant) Trigger and select the form. Add Typeform Actions Create/Update Contact; map email/phone from the submission. Add follow‑ups (e.g., Send Email, Notify User, Create Opportunity). Publish and submit the Typeform once to verify entries appear in Execution Logs
All 7 steps in this procedure
  1. Go to Automations → Workflows, then open or create a workflow.
  2. Add a Typeform trigger or action.
  3. Review the available Typeform fields shown in the step.
  4. Click Connect your account.
  5. Complete the Typeform authorization in the pop-up window.
  6. Select the connected Typeform account, when prompted.
  7. Configure the unlocked fields.

  • From Settings → Integrations

    • Go to Settings → Integrations, locate Typeform, and complete the OAuth connection (connections are per sub‑account; see Marketplace Apps – Managing External Connections).

      Step 1 of 1: Go to Settings → Integrations, locate Typeform, and complete the OAuth… What this shows Step 1 of 1: Go to Settings → Integrations, locate Typeform, and complete the OAuth connection (connections are per sub‑account; see Marketplace Apps –… What this shows Shows where to go for step 1 of 1 in the "How To Set Up the Typeform Integration" section of "Typeform – Actions & Triggers in Workflows". This screenshot accompanies step 1 of 1 in the "How To Set Up the Typeform Integration" section of "Typeform – Actions & Triggers in Workflows". At this point in the walkthrough you go to Settings → Integrations, locate Typeform, and complete the OAuth connection (connections are per sub‑account; see Marketplace Apps – Managing External Connections). This part of the guide covers 1 field, listed below. Step 1 of 1Image 2 of 10 Where to goGo to Settings → Integrations, locate Typeform, and complete the OAuth connection (connections are per sub‑account; see Marketplace Apps – Managing External Connections).
      Fields in this part of the guide From Settings → Integrations
      Buttons and menus referenced Settings → IntegrationsTypeformConnect Typeform (two paths)From a Trigger/Action stepAutomationsWorkflowsHow to ConfigureFrom Settings → Integrations

Build your first flow:

  1. From the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing workflow).

    Step 1 of 5: From the desired sub‑account, go to Automations → Workflows and click… What this shows Step 1 of 5: From the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing workflow). What this shows Shows what to click for step 1 of 5 in the "Build your first flow:" section of "Typeform – Actions & Triggers in Workflows". This screenshot accompanies step 1 of 5 in the "Build your first flow:" section of "Typeform – Actions & Triggers in Workflows". At this point in the walkthrough you from the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing workflow). The next step is to add New Entry (Instant) Trigger and select the form. Step 1 of 5Image 3 of 10 What to clickFrom the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing workflow).
    Buttons and menus referenced sub‑accountAutomations → WorkflowsCreate WorkflowNew Entry (Instant) TriggerCreate/Update ContactSend EmailNotify UserCreate OpportunityPublishExecution Logs
    Next stepAdd New Entry (Instant) Trigger and select the form.
    All 5 steps in this procedure
    1. From the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing workflow). this image
    2. Add New Entry (Instant) Trigger and select the form.
    3. Add Typeform Actions Create/Update Contact; map email/phone from the submission.
    4. Add follow‑ups (e.g., Send Email, Notify User, Create Opportunity).
    5. Publish and submit the Typeform once to verify entries appear in Execution Logs

  2. Add New Entry (Instant) Trigger and select the form.

    Step 2 of 5: Add New Entry (Instant) Trigger and select the form What this shows Step 2 of 5: Add New Entry (Instant) Trigger and select the form. What this shows Shows what to choose for step 2 of 5 in the "Build your first flow:" section of "Typeform – Actions & Triggers in Workflows". This screenshot accompanies step 2 of 5 in the "Build your first flow:" section of "Typeform – Actions & Triggers in Workflows". At this point in the walkthrough you add New Entry (Instant) Trigger and select the form. The next step is to add Typeform Actions Create/Update Contact; map email/phone from the submission. Step 2 of 5Image 4 of 10 What to chooseAdd New Entry (Instant) Trigger and select the form.
    Buttons and menus referenced New Entry (Instant) Triggersub‑accountAutomations → WorkflowsCreate WorkflowCreate/Update ContactSend EmailNotify UserCreate OpportunityPublishExecution Logs
    Next stepAdd Typeform Actions Create/Update Contact; map email/phone from the submission.
    All 5 steps in this procedure
    1. From the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing workflow).
    2. Add New Entry (Instant) Trigger and select the form. this image
    3. Add Typeform Actions Create/Update Contact; map email/phone from the submission.
    4. Add follow‑ups (e.g., Send Email, Notify User, Create Opportunity).
    5. Publish and submit the Typeform once to verify entries appear in Execution Logs
    Step 2 of 5: Add New Entry (Instant) Trigger and select the form What this shows Step 2 of 5: Add New Entry (Instant) Trigger and select the form. What this shows Shows what to choose for step 2 of 5 in the "Build your first flow:" section of "Typeform – Actions & Triggers in Workflows". This screenshot accompanies step 2 of 5 in the "Build your first flow:" section of "Typeform – Actions & Triggers in Workflows". At this point in the walkthrough you add New Entry (Instant) Trigger and select the form. The next step is to add Typeform Actions Create/Update Contact; map email/phone from the submission. Step 2 of 5Image 5 of 10 What to chooseAdd New Entry (Instant) Trigger and select the form.
    Buttons and menus referenced New Entry (Instant) Triggersub‑accountAutomations → WorkflowsCreate WorkflowCreate/Update ContactSend EmailNotify UserCreate OpportunityPublishExecution Logs
    Next stepAdd Typeform Actions Create/Update Contact; map email/phone from the submission.
    All 5 steps in this procedure
    1. From the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing workflow).
    2. Add New Entry (Instant) Trigger and select the form. this image
    3. Add Typeform Actions Create/Update Contact; map email/phone from the submission.
    4. Add follow‑ups (e.g., Send Email, Notify User, Create Opportunity).
    5. Publish and submit the Typeform once to verify entries appear in Execution Logs

  3. Add Typeform Actions Create/Update Contact; map email/phone from the submission.

    Step 3 of 5: Add Typeform Actions Create/Update Contact; map email/phone from the… What this shows Step 3 of 5: Add Typeform Actions Create/Update Contact; map email/phone from the submission. What this shows Shows what this covers for step 3 of 5 in the "Build your first flow:" section of "Typeform – Actions & Triggers in Workflows". This screenshot accompanies step 3 of 5 in the "Build your first flow:" section of "Typeform – Actions & Triggers in Workflows". At this point in the walkthrough you add Typeform Actions Create/Update Contact; map email/phone from the submission. The next step is to add follow‑ups (e.g., Send Email, Notify User, Create Opportunity). Step 3 of 5Image 6 of 10 What this coversAdd Typeform Actions Create/Update Contact; map email/phone from the submission.
    Buttons and menus referenced Create/Update Contactsub‑accountAutomations → WorkflowsCreate WorkflowNew Entry (Instant) TriggerSend EmailNotify UserCreate OpportunityPublishExecution Logs
    Next stepAdd follow‑ups (e.g., Send Email, Notify User, Create Opportunity).
    All 5 steps in this procedure
    1. From the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing workflow).
    2. Add New Entry (Instant) Trigger and select the form.
    3. Add Typeform Actions Create/Update Contact; map email/phone from the submission. this image
    4. Add follow‑ups (e.g., Send Email, Notify User, Create Opportunity).
    5. Publish and submit the Typeform once to verify entries appear in Execution Logs
    Step 3 of 5: Add Typeform Actions Create/Update Contact; map email/phone from the… What this shows Step 3 of 5: Add Typeform Actions Create/Update Contact; map email/phone from the submission. What this shows Shows what this covers for step 3 of 5 in the "Build your first flow:" section of "Typeform – Actions & Triggers in Workflows". This screenshot accompanies step 3 of 5 in the "Build your first flow:" section of "Typeform – Actions & Triggers in Workflows". At this point in the walkthrough you add Typeform Actions Create/Update Contact; map email/phone from the submission. The next step is to add follow‑ups (e.g., Send Email, Notify User, Create Opportunity). Step 3 of 5Image 7 of 10 What this coversAdd Typeform Actions Create/Update Contact; map email/phone from the submission.
    Buttons and menus referenced Create/Update Contactsub‑accountAutomations → WorkflowsCreate WorkflowNew Entry (Instant) TriggerSend EmailNotify UserCreate OpportunityPublishExecution Logs
    Next stepAdd follow‑ups (e.g., Send Email, Notify User, Create Opportunity).
    All 5 steps in this procedure
    1. From the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing workflow).
    2. Add New Entry (Instant) Trigger and select the form.
    3. Add Typeform Actions Create/Update Contact; map email/phone from the submission. this image
    4. Add follow‑ups (e.g., Send Email, Notify User, Create Opportunity).
    5. Publish and submit the Typeform once to verify entries appear in Execution Logs

  4. Add follow‑ups (e.g., Send Email, Notify User, Create Opportunity).

  5. Publish and submit the Typeform once to verify entries appear in Execution Logs

Use Cases

Use Case 1: Create Tasks and Notify Team from Typeform Submissions


Goal: Automatically create a ClickUp task, update the contact field, and send an internal notification when someone submits a Typeform entry.

Workflow Setup:

  • Trigger: Typeform → New Entry (Instant)
  • Filter: Form Name = “Client Onboarding Form”
  • Actions:
    • Create Task (ClickUp)
    • Update Contact Field (workflows)
    • Send Internal Notification (workflows)

Example:
A new client fills out your “Client Onboarding Form” in Typeform. Instantly, a ClickUp task is created with the client’s details, their contact field in workflows is updated with the latest information, and your internal team receives a notification to begin the onboarding process.

Use Cases (image 8 of 10) What this shows Example: A new client fills out your “Client Onboarding Form” in Typeform. What this shows Illustrates the "Use Cases" section of "Typeform – Actions & Triggers in Workflows". This screenshot appears in the "Use Cases" section of "Typeform – Actions & Triggers in Workflows". The text alongside this image reads: Example: A new client fills out your “Client Onboarding Form” in Typeform. Instantly, a ClickUp task is created with the client’s details, their contact field in workflows is updated with the latest information, and your internal team receives a notification to begin the onboarding process. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Use Case 2: Create Conditional Tasks and Send Notifications from Typeform Submissions. Image 8 of 10 What this coversExample: A new client fills out your “Client Onboarding Form” in Typeform. Instantly, a ClickUp task is created with the client’s details, their contact field in workflows is updated with the latest information, and your internal team receives a notification to begin the onboarding process.
Fields in this part of the guide Trigger: Typeform → New Entry (Instant)Filter: Form Name = “Client Onboarding Form”Actions:Send Internal Notification (workflows)
Buttons and menus referenced GoalTrigger
Next stepUse Case 2: Create Conditional Tasks and Send Notifications from Typeform Submissions
All 3 steps in this procedure
  1. Trigger: Typeform → New Entry (Instant)
  2. Filter: Form Name = “Client Onboarding Form”
  3. Actions:

Use Case 2: Create Conditional Tasks and Send Notifications from Typeform Submissions


Goal: Automatically create a new document, check form response values, and trigger different follow-up actions based on the number of items submitted in a Typeform entry.

Workflow Setup:

  • Trigger: Typeform → New Entry (Instant)
  • Filter: Form Name = “Order Submission Form”
  • Actions:
    • Create New Document (ClickUp)
    • Condition: Check if “total_items” equals “3”
    • Branch (If True):
      • Update Contact Field (workflows)
      • Send Internal Notification (workflows)
      • Send Email (workflows)
    • Branch (If False):
      • End Workflow

Example:
A customer submits an order through your “Order Submission Form” on Typeform. The workflow creates a new document in ClickUp with their order details. If the customer ordered exactly three items, the contact record is updated, the operations team is notified internally, and a confirmation email is sent to the customer. If the total items are not three, the workflow ends without additional actions.

Use Cases (image 9 of 10) What this shows Example: A customer submits an order through your “Order Submission Form” on Typeform. What this shows Illustrates the "Use Cases" section of "Typeform – Actions & Triggers in Workflows". This screenshot appears in the "Use Cases" section of "Typeform – Actions & Triggers in Workflows". The text alongside this image reads: Example: A customer submits an order through your “Order Submission Form” on Typeform. The workflow creates a new document in ClickUp with their order details. If the customer ordered exactly three items, the contact record is updated, the operations team is notified internally, and a confirmation…. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Use Case 3: Automate Document Creation and Notifications on Pipeline Stage Change. Image 9 of 10 What this coversExample: A customer submits an order through your “Order Submission Form” on Typeform. The workflow creates a new document in ClickUp with their order details. If the customer ordered exactly three items, the contact record is updated, the operations team is notified internally, and a confirmation email is sent to the customer. If the total items are not three, the workflow ends without additional actions.
Fields in this part of the guide Trigger: Typeform → New Entry (Instant)Filter: Form Name = “Order Submission Form”Actions:Condition: Check if “total_items” equals “3”Branch (If True):Send Internal Notification (workflows)Send Email (workflows)Branch (If False):End WorkflowTrigger: Pipeline Stage Changed (CRM)Filter: Pipeline = “Client Onboarding Pipeline”Branch (Responses Found):
Buttons and menus referenced GoalTriggerFilterActionsExampleBranch
Next stepUse Case 3: Automate Document Creation and Notifications on Pipeline Stage Change
All 3 steps in this procedure
  1. Trigger: Typeform → New Entry (Instant)
  2. Filter: Form Name = “Order Submission Form”
  3. Actions:

Use Case 3: Automate Document Creation and Notifications on Pipeline Stage Change


Goal: Automatically check for existing form responses when a deal’s pipeline stage changes, create or duplicate documents accordingly, and notify the team or contact based on the outcome.

Workflow Setup:

  • Trigger: Pipeline Stage Changed (CRM)
  • Filter: Pipeline = “Client Onboarding Pipeline”
  • Actions:
    • Search Responses in a Form (Typeform)
    • Branch(Responses Found):
      • Create New Document (ClickUp)
      • Update Contact Field (workflows)
      • Send Internal Notification (workflows)
      • Send Email (workflows)
    • Branch(Responses Not Found):
      • Duplicate Existing Form (Typeform)
      • Send Internal Notification (workflows)
      • Send Email (workflows)

Example:
When a deal moves to the “Onboarding” stage in your CRM pipeline, the workflow searches for existing Typeform responses linked to the client.

  • If a response is found, a new document is created in ClickUp with the client’s data, their contact record is updated, and both your team and the client are notified.

  • If no response is found, a new copy of the onboarding form is created for the client to fill out, followed by an internal notification to your team and an email prompt sent to the client.

Use Cases (image 10 of 10) What this shows If a response is found, a new document is created in ClickUp with the client’s data, their contact record is updated, and both your team… What this shows Illustrates the "Use Cases" section of "Typeform – Actions & Triggers in Workflows". This screenshot appears in the "Use Cases" section of "Typeform – Actions & Triggers in Workflows". The text alongside this image reads: If a response is found, a new document is created in ClickUp with the client’s data, their contact record is updated, and both your team and the client are notified. If no response is found, a new copy of the onboarding form is created for the client to fill out, followed by an internal…. This part of the guide covers 12 fields, listed below. Immediately after, the guide continues: Q: Do I need a paid Typeform plan? Image 10 of 10 What to fill inIf a response is found, a new document is created in ClickUp with the client’s data, their contact record is updated, and both your team and the client are notified. If no response is found, a new copy of the onboarding form is created for the client to fill out, followed by an internal notification to your team and an email prompt sent to the client.
Fields in this part of the guide Trigger: Typeform → New Entry (Instant)Filter: Form Name = “Order Submission Form”Actions:Condition: Check if “total_items” equals “3”Branch (If True):Send Internal Notification (workflows)Send Email (workflows)Branch (If False):End WorkflowTrigger: Pipeline Stage Changed (CRM)Filter: Pipeline = “Client Onboarding Pipeline”Branch (Responses Found):
Buttons and menus referenced GoalTriggerFilterActionsExampleBranch
Next stepQ: Do I need a paid Typeform plan?
All 3 steps in this procedure
  1. Trigger: Typeform → New Entry (Instant)
  2. Filter: Form Name = “Order Submission Form”
  3. Actions:

Frequently Asked Questions

Q: Do I need a paid Typeform plan?

The integration works with free and paid Typeform accounts. Typeform’s own plan limits (e.g., response caps, branding) still apply.

Q: Is this integration available to all users?
Yes, it’s available to all accounts that have access to workflows and integrations.

Q: Are the Typeform steps premium‑billed in GHL Customer Care?
Yes. The Typeform trigger and actions are premium and billed per execution at your account’s standard rate. Agencies can optionally rebill sub‑accounts.

Q: Where do new/duplicated forms live?
Forms are created in the connected Typeform workspace tied to the OAuth account selected for that step.

Q: Can I edit questions of an existing Typeform from a workflow?
Not at this time. Current actions include Create Empty Form, Duplicate Existing Form, and Search Responses in a Form.

Q: How do I troubleshoot failures?
Check Execution Logs for the specific step error (e.g., invalid form ID, missing permissions). If authorization expired, reconnect the Typeform app and re‑run a test.

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