Automate inbound workflows using Clay + Typeform
The Clay integration with Typeform automates the inbound lead routing process, ensuring that leads captured through Typeform are quickly and efficiently routed to the right sales representatives or teams. With this integration, teams can:
- Pulls data filled in the typeform.
- Clay's data enrichment tools automatically add context to Typeform submissions, providing a more comprehensive understanding of leads and contacts.
- Clay automatically routes incoming leads from Typeform to the appropriate sales reps or teams, based on custom rules and criteria.
- Use enriched data to automate personalized messages and campaigns at scale, increasing engagement and conversion rates.
- Ensure timely and personalized follow-up with leads, without manual intervention or delays.
- By automating lead routing and assignment, your team can focus on high-value activities like closing deals and building relationships.
Send form responses to your Clay Table in an Instant
Our Clay integration is a great way to automate your inbound lead process, ensuring your leads never go cold. Use this integration to get responses sent to your Clay table the moment someone completes your form.
What you need
- A free Typeform account
- A Clay account
- A form to connect to your Clay table
Set up your Typeform integration in Clay
- In your Clay Workspace, create a new table by selecting “Import Typeform form responses”.
- Next, you select the Typeform account you want to pull responses from. If you do not have an existing Typeform account within Clay, you will add your account by clicking ‘add account’ and sign into your Typeform account
- Next, you will get a dropdown list of all your forms and you get to select the specific form you want to pull your responses from.
- Once your table is created, new responses from the form will be imported into the table instantly.
A few things to note:
- Due to the instant nature of the source, the source now only works on new responses, not existing ones
- “form response" is the raw data, while "formatted answers" is the custom structuring we have added to make it easier for you to interact with your responses.
- In case, any changes is made to your Typeform, you can always have access to the raw response data with “form response”
You can also access Cla learning library at Clay University.
If you still feel uncertain feel free to reach out to us at support@clay.com!
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