Income Mavericks / Integrations / Typeform
Typeform integration

Answers that become a record

Typeform surveys and quizzes captured straight into the CRM.

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Fig. 01 — What changes
Today

The responses sit in a results screen. Somebody means to read through them on Thursday, and the person who answered on Monday is still waiting to hear whether it was worth their four minutes.

Connected
When somebody finishes a questionnaire → Income Mavericks → opens a contact who has just told you what they want with every answer they gave attached to them
What it connects

The gap it closes

Somebody spent four minutes answering a questionnaire you were proud to send, one thoughtful question at a time. Then the answers went to a results screen nobody opens, and the person who wrote them heard nothing back.

Connect it and the asking stops being separate from the answering: the moment they press submit they are a person on your list, with what they told you attached, and the reply they were expecting is already on its way.

Where it fits

Sits where you ask the careful questions, between the person deciding to answer and anybody reading what they said.

Need more than it does

Tell us what the connection has to do and we will wire the rest of it.

What it does once connected

What stops being your job

01

The answer gets an answer

Pressing submit starts your reply, not a wait. They hear from you while the questions are still fresh in their mind.

02

Every client gets their own copy

A fresh questionnaire can be made for each new client or project as the work starts. Nobody duplicates one by hand and renames it.

03

Old answers still count

What somebody told you last time can be looked back over and shape what happens next. Responses stop being an archive.

In practice

Watch one go through

One job going through, start to finish, with nobody watching it. The steps are what this connection actually does; the times beside them are illustrative.

Typeform · one run
2.1s
✓
Somebody finishes a questionnaire They have just told you what they want
✓
A contact is created or matched Not a duplicate of someone you know
✓
Every answer is attached to them Old answers still count later
Weighing it up See it running
Already a client Connect it →
Already a client

You will find it under Settings → Integrations, and in the automation itself when you reach for it.

Open the setup guide →
Questions

What people ask

What does this cover?

Three things. A finished response becomes a contact with their answers on it. A questionnaire can be made fresh, or copied from one of yours, as a job begins. And past responses can be looked back over to decide what happens next. That is the scope.

How soon does anything happen after somebody answers?

Straight away. The response starts the work as it is submitted. Your thank-you, your next question or your booking link goes while they are still at their desk. The person who just spent four minutes on you gets an answer. Not a silence they have to interpret.

We send a different questionnaire to every client. Does that get easier?

Yes, and this is where most of the saving is. A copy can be created for each new client or project as the work begins. The per-client version exists without anybody duplicating and renaming it by hand. Your carefully built original stays the master.

Do I need a particular kind of Typeform account?

No. This works with the account you already have, paid or not. You keep designing your questionnaires in Typeform, exactly as you do now. What changes is where the answers land afterwards and how quickly the person who wrote them hears back.

We already read every response. Why connect it?

Because reading is not replying. A results screen tells you somebody answered. It will not tell you who was thanked and who was booked. Somebody who answered on Monday can still be waiting on Thursday. Connecting it turns each answer into a person with a next step.

Also connects to

Every native connection comes with the platform. Tell us what else you need and we will wire it.

Want this connected for you?

See the whole system running

An hour, watching a lead arrive and a job get scheduled. Then you tell us where it would not fit your work.

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