10 ways to combine the power of Typeform, Zapier, and generative AI

The business world is (still) buzzing about generative AI. From creating content to formulating a winning growth strategy, AI is a treasure trove of possibility and potential. 

The technology is taking off: In a 2023 Gartner poll, 45% of executives reported that the hype around ChatGPT spurred them to up their AI investment, and 68% said they believe the benefits of generative AI exceed the risks. 

That means to stay competitive, you need to set aside your hesitations and hop on the generative AI bandwagon now. But getting started is easier said than done. It’s still early days, so reliable frameworks and proven use cases are scarce. 

Wondering where to start?

These are 10 ways to combine powerful tools like Typeform and Zapier with generative AI to work more efficiently and creatively.

But first: what exactly do Typeform, Zapier, and generative AI each do?

Before we dive deep into the incredible combinations of Typeform, Zapier, and AI, here are some quick explanations of each tool.

What is Typeform?

Typeform helps people make refreshingly different forms, quizzes, and surveys. With an appealing design and templates for a wide variety of use cases, from lead capture to market research, Typeform helps brands gather actionable insights in an engaging way. 

Some ways Typeform stands out from traditional web form providers include: 

• Complete form customizability with no coding or onboarding required

• 120+ integrations for effortless data sharing with your favorite apps 

• Personalized Q&A flows that fuel a better end-user experience

What is Zapier?

Zapier connects the digital tools in your tech stack to streamline your processes. You can use it to build custom workflows between apps, ditch the daily busywork, and focus on more impactful tasks.

For example, if you’re a marketer, you can create an automated workflow (called a Zap) to send webinar registrants a calendar invite with crucial event info.

Zapier’s powerful features let you:

• Automate several tasks at once via multi-step Zaps and logic-based triggers

• Set automation filters so Zaps only run when certain conditions are met

• Use no-code webhooks to send and receive data from your most essential URLs

What is generative AI?

McKinsey defines generative AI as “algorithms that can be used to create new content, including audio, code, images, text, simulations, and videos.” 

For example, ChatGPT is an AI-powered chatbot that uses natural language processing (NLP) and GPT-3 technology to create content in a conversational dialogue format. ChatGPT users type questions or prompts into a chat thread and receive near-instant responses mimicking the structure and tone of human-to-human exchanges.

Despite exploding in popularity in 2023 and garnering hundreds of millions of users worldwide in a matter of months, ChatGPT is still technically in research-preview mode. Parent company OpenAI admits the tool occasionally returns “plausible-sounding, but incorrect or nonsensical answers,” especially in response to a vague or broad prompt.

10 practical ways to combine Typeform, Zapier, and generative AI

1. Analyze and score leads with GPT-3 and Zapier

Lead qualification is an essential task in the sales and marketing process, but it’s also a time-consuming one.

Many lead-scoring systems let essential information, such as content engagement details or their funnel stage, slip through the cracks. Without those details, it’s tough to gauge a prospect’s potential contract value or readiness to buy.

One way to handle this is to connect a form builder like Typeform and ChatGPT to Zapier, and lean on AI to assess each consumer’s intent based on their responses to questions. By building detailed prompts, ChatGPT can classify leads as high, medium, or low priority, automatically add this data to your CRM, and fill in some contextual blanks.

Analyzing leads with GPT-3 and Zapier allows businesses to:

• Streamline the lead scoring process by removing the need for manual data entry

• Ensure your CRM data is free of inconsistencies and inaccuracies

• Increase productivity by freeing up valuable time to close deals

To learn how to set up this functionality in Zapier, check out this helpful guide.

2. Capture sentiment data in bulk from qualitative customer feedback

Lead scoring isn’t the only use for qualitative feedback. You can also use customer response data to understand consumer sentiment around your products or services and what they love the most about your brand.

Setting up this automated workflow takes just three simple steps: 

• Connect your typeform or survey to Zapier

• Set up a Zap to import your customer responses into a Google Sheet

• Use a plugin like Numerous.ai to evaluate feedback as positive, neutral, or negative and write short responses to each comment

By combining these tools, your business can quickly gauge its customer satisfaction rate. This puts you in a better position to formulate the right strategy, stay ahead of churn, and ensure your brand delivers an exceptional customer experience.

3. Run the best demand-generation program ever

Let’s face it: Deploying the same content and demand-gen strategies as your competitors is rarely an effective way to capture your target audience’s attention. Shaking things up helps you stand out, increasing your market share relatively quickly.

Instead of spending hours or days trying to develop shiny new content ideas, ask ChatGPT for some brainstorming assistance. The more specific your prompts, the better AI-generated responses you’ll get.

Then, test out these ideas on survey contacts who opt in through Typeform. Once they engage with your fresh content, Zapier can automatically add them to your customer relationship management (CRM) platform. 

4. Optimize (or kickstart) your SMS marketing tactics

In case you haven’t heard, SMS marketing is the hottest way to reach customers where they spend the most time: on their mobile devices. The market size of SMS marketing in the US is expected to exceed $12.5 billion by 2025, with a compound annual growth rate (CAGR) of 20.3% during that time.

SMS marketing is easier if you let (you guessed it) AI, Typeform, and Zapier enter the chat.

• Use Jasper or ChatGPT to draft polished SMS content

• A/B test a few of the resulting options to see what performs best

• Add ‌a Typeform link for lead capture. (Note: We have a template for that!) 

• Send out your messages using a Zap

As exciting as the SMS marketing space is, your brand should avoid biting off more than it can chew execution-wise. Make sure you research the right vendors to work with, and carefully consider how SMS fits into your overall communications plan.

5. Sales, this one’s for you: Write stronger, faster follow-up emails

Individually reaching out to every prospect in your inundated inbox is a monumental task. At the same time, you don’t want to ignore warm-to-hot leads. 

The solution? Implement the Big 3 of Typeform, Zapier, and ChatGPT Writer, a free Chrome extension, to significantly reduce the time you spend responding.

The process is pretty simple: 

• Ask Zapier to notify you once someone fills out a typeform on a landing page

• Using this response data, prompt ChatGPT Writer to draft a personalized email in seconds

• Infuse the email with a little of your human touch, and click “Send”

Once again, prompt quality is a key success factor for ChatGPT Writer. Add as much detail as possible by telling the AI, for example, to skip mentions of ROI or to gauge interest instead of asking for a meeting.

For more guidelines on creating excellent sales emails with AI’s help, check out this article from Gong Labs.

6. Build a team directory your team actually wants to read

Teamwork makes the dream work—but a boring internal directory can turn that dream into a nightmare. Take a page from Typeform’s book, and leverage AI to create engaging getting-to-know-you questions your employees will enjoy answering. 

Try this step-by-step approach: 

• Ask an AI writing tool like ChatGPT to create icebreaker questions in a fun or playful tone

• Add these questions to a typeform for your employees

• Tell Zapier to send the responses to a digital workspace platform like Trello

The process yields individual profiles, complete with names, photos, and fun facts. Literal smiles all around!

7. Create meeting agendas in seconds

In a world where 71% of average work meetings are considered unproductive, setting a clear, actionable agenda is more critical than ever. You want team members to know what to expect at the meeting so they can prepare accordingly.

Prepping for important calls is much easier with Typeform, Zapier, and Wordtune, a ChatGPT writing assistant that expertly condenses wordy text. Gather stakeholder questions or ideas with a typeform, and create a Zap to send those responses to a Google Doc for safekeeping.

Then, with Wordtune’s help, slice and dice the language into carefully crafted bite-sized pieces for your invitees. No more agonizing over what to include in your agenda or how to craft the perfect turn of phrase. 

8. Plan out your OKRs more thoughtfully as a team

Generative AI content tools also save you time when setting up objectives and key results (OKRs) for your team or organization. No more spending hours poring over industry research or benchmarking your business practices against broader industry standards. Instead, expedite the process with ChatGPT prompts like:

• What future-focused KPIs should I consider for my marketing team in [industry]?

• What are some dated [insert field here] practices in [industry] I should avoid?

• What are essential [industry] metrics I should focus on to fuel my SMART goals?

Once you have AI’s input, get some from the humans in your organization too. Ask everyone on your team to submit their top 3–5 priorities for the upcoming fiscal quarter via Typeform. Zap those responses to a Google Sheet, and devise your OKR plan by combining your team’s insights and your GPT findings.

9. Host a social competition where respondents generate DALL·E 2 images

Engaging your brand’s social media followers requires more than serving them the occasional poll question or meme. To deliver an interactive experience, start a friendly AI competition.

For example, you can ask followers to use widely available online software like DALL·E 2 to generate iconic images featuring your brand. Say you start with this open-ended challenge: “Use generative AI to make [BRAND] feel larger than life.” Participants may prompt the AI to create:

• “A sketch of the Dalai Lama wearing a [BRAND] t-shirt and sunglasses”

• “A pastel painting of a sunset with the [BRAND] logo as the sun”

Set up the submission flow so users upload their AI-generated images to a typeform. All content then gets Zapped to a shared Dropbox folder, where a social media manager or content specialist reviews them and selects the winner.

With all the hand-wringing about AI taking over every aspect of our lives, this reminds your brand’s followers that this technology can be fun, too. Just look at some of the incredible images people are generating with AI.

10. Level up your corporate gifting strategy

Finally, combine the powers of Typeform, Zapier, and AI to take your organization’s gifting strategy to the next level. 

Say you have an exclusive event on the horizon, like a VIP field marketing summit or a webinar for top prospects only. Send all attendees a typeform to register for the event and include questions about their interests and hobbies. Then, create a Zap that sends their answers to a primary point of contact via Slack.

Once registrants have submitted their responses, the point of contact can ask a generative AI tool for gift recommendations in a specified price range. (Note: When setting your price range, remember to consider nuances like packaging and international shipping.)

Instead of spending hours agonizing over the right gift for ‌each attendee, you get AI’s guidance in seconds.

How are you using Typeform, Zapier, and AI to transform your business?

If you feel overwhelmed by the explosion of AI use cases and integration options, you’re not alone. 

Luckily, you can combine Typeform, Zapier, and AI to transform how your business operates. By integrating those tools, you ditch the menial data manipulation, saving truckloads of time, resources, and mental energy.

Every business is different, and we’d love to know all the innovative ways your marketing team uses AI.