Reduce meeting load with automated data capture + adjust onboarding flows based on form responses with GUIDEcx’s Typeform integration!
- Spin up a project-specific Typeform URL that can be added to tasks as a merge tag
- Customers can take action from a task assignment email, and once a form is completed, the GUIDEcx task is automatically marked "Done"
- Form questions and answers are added as a new note
Use the "Form Questions and Answer list" in Recipe Builder to set custom actions based on form responses. For example:
- Activate templates
- Create new tasks
- Mark tasks as N/A
Check it out →
Sound similar to the recently released Google Forms integration? It is! This recipe framework can be implemented with any forms software you use! 😄