This automation scenario allows you to connect Typeform and Customer.io
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Typeform and Customer.io can also be integrated using automation tools other than zapier:
When this trigger fires in Typeform
Triggers when a form is submitted.
Then this action happens in Customer.io
Creates a new person. If the person already exists, it will be updated.
This guide contains information on how to set up an automatic workflow that allows to Create customers in Customer.io from new Typeform entries.
Part I
First, we need to connect Typeform and Customer.io to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Typeform to Zapier.
Give Zapier access to your Typeform account, using Typeform credentials.
Connect Customer.io to Zapier.
Give Zapier access to your Customer.io account, using Customer.io credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Typeform
Choose the following trigger: New Entry (Triggers when a form is submitted.).
Then set up an Action for Customer.io
Choose this action: Create or Update a Person (Creates a new person. If the person already exists, it will be updated.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Typeform and Customer.io.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create customers in Customer.io from new Typeform entries!
New submission
Triggers when a form is submitted.
Triggers when a new response is submitted.
Get list of all the forms.
This trigger fires every time a form receives a new response.
Form is submitted
Creates a new person. If the person already exists, it will be updated.
Creates a new customer or updates the existing one.
Creates an event.
Deletes a customer.
Adds people to a manual segment
Deletes a customer and all their information from Customer.io.
Typeform allows building beautiful, interactive people-friendly forms without code. Typeform has next-generation templates for surveys, quizzes, research, feedback, lead generation, and more.
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