Typeform
Customer.io
zapier

An automated workflow using zapier

Connects Typeform + Customer.io

Create customers in Customer.io from new Typeform entries

About this workflow template

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.

Typeform and Customer.io can also be integrated using automation tools other than zapier:

Diagram

Create customers in Customer.io from new Typeform entries
Workflow diagram: Typeform + Customer.io integration

How it works?

When this trigger fires in Typeform

Typeform

New Entry in Typeform

Triggers when a form is submitted.

Then this action happens in Customer.io

Customer.io

Create or Update a Person in Customer.io

Creates a new person. If the person already exists, it will be updated.

How to set up this workflow

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

Configure Applications

First, we need to connect Typeform and Customer.io to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Typeform to Zapier.

    Connect Typeform to Zapier.

    Give Zapier access to your Typeform account, using Typeform credentials.

  • Connect Customer.io to Zapier.

    Connect Customer.io to Zapier.

    Give Zapier access to your Customer.io account, using Customer.io credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Typeform

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Typeform

    New submission

    New submission

    pipedream
    triggerbypipedream
  • Typeform

    New entry

    Triggers when a form is submitted.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Typeform

    Watch responses

    Triggers when a new response is submitted.

    integromat
    triggerbyintegromat
  • Typeform

    List forms

    Get list of all the forms.

    zapierintegromatpipedream
    triggerbyzapierintegromatpipedream
  • Typeform

    New response in a form

    This trigger fires every time a form receives a new response.

    ifttt
    triggerbyifttt
  • Typeform

    Form is submitted

    Form is submitted

    integrately
    triggerbyintegrately
  • Customer.io

    Create or update a person

    Creates a new person. If the person already exists, it will be updated.

    zapier
    actionbyzapier
  • Customer.io

    Create or update a customer

    Creates a new customer or updates the existing one.

    integromat
    actionbyintegromat
  • Customer.io

    Create event

    Creates an event.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Customer.io

    Delete customer

    Deletes a customer.

    zapier
    actionbyzapier
  • Customer.io

    Add people to segment

    Adds people to a manual segment

    integromat
    actionbyintegromat
  • Customer.io

    Delete a customer

    Deletes a customer and all their information from Customer.io.

    integromat
    actionbyintegromat

Apps you need

Typeform

Typeform

Form Builders

Online forms and surveys builder

Typeform allows building beautiful, interactive people-friendly forms without code. Typeform has next-generation templates for surveys, quizzes, research, feedback, lead generation, and more.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.