Typeform: actions and triggers in CrocoClick automations

Connect Typeform to CrocoClick to automatically turn your form responses into leads, opportunities and personalized marketing automation.

Written By Baptiste Lorreyte

Last updated About 1 month ago

The Typeform integration allows you to connect your Typeform forms to CrocoClick in order to automatically transform responses into contacts, opportunities, tasks, or marketing actions via automations.

It is ideal for capturing qualified leads, segmenting them based on their responses, and triggering personalized journeys.

Why use Typeform with CrocoClick

  • Capture qualified leads via interactive forms.

  • Automatically segment contacts based on their responses.

  • Trigger onboarding, appointment scheduling, or sales qualification.

  • Centralize business logic in CrocoClick without re-entering data.

Typeform triggers

Typeform → CrocoClick Automations

Triggers allow you to launch a CrocoClick automation when an event occurs in Typeform.

Available triggers

TriggerDescription

New form response

A response is submitted on a Typeform form

This trigger is almost immediate, as it relies on Typeform webhooks.

Typeform actions

CrocoClick → Typeform automations

Depending on the available configuration, certain Typeform actions may be offered.

Available actions

Action

Description

Search for a form

Retrieves information from a form

Retrieve responses

Reads responses from a form

Duplicate/create a form

Creates a new form from a template

Update a form

Depending on availability and permissions

The availability of actions depends on Typeform permissions and your plan.

Connect to Typeform

You can connect Typeform to CrocoClick in two ways.

From integrations

  1. Go to Settings → Integrations.

  2. Open Typeform.

  3. Click Connect.

  4. Authorize access via OAuth.

  5. Select the Typeform account.

From an automation

  1. Open Automations → Workflows.

  2. Add a Typeform trigger or action.

  3. If Typeform is not connected, click Connect.

  4. Select the form during setup.

Automation example: lead qualification

Objective
Turn a Typeform response into a qualified lead in CrocoClick.

Trigger
New Typeform response.

Actions

  • Create or update the contact.

  • Add tags based on score or responses.

  • Create an opportunity.

  • Send an internal notification (Slack or email).

Result: each Typeform response triggers an automated qualification process.

Best practices

  • Create custom fields in CrocoClick for specific questions.

  • Keep field IDs stable in Typeform to avoid mapping breaks.

  • Use conditions (IF/ELSE) to route leads based on their responses.

  • Test with a real response before going live.

Troubleshooting

I can't see my Typeform form

  • Check that the connected Typeform account has access to the form.

  • Check that the form is not in an inaccessible workspace.

  • Refresh the configuration.

The trigger isn't launching

  • Check that the automation is published.

  • Submit a test response in Typeform.

  • Check that the Typeform webhook has not been disabled.