Integrations · Marketing & growth

Typeform in the conversation.

Forms and surveys people actually finish, often the front door to a sales enquiry. Connect it once and your copilot works with forms, responses, answers and webhooks without leaving the thread — and your workflows can act on it while the customer is still typing.

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Typeform
Marketing & growth
01 · COPILOT

Ask for it in plain language. It does the Typeform part.

Copilot rides inside the inbox. With Typeform connected it reads forms, responses, answers and webhooks and acts on them from the same panel as the conversation — no second tab, no copying an order number across.

  • List forms in a workspace
  • Read the responses to a form
  • Look up a single response and its answers

What a specific connection exposes is decided by Typeform, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Something happens in Typeform. A workflow starts.

Once Typeform is connected, its events show up in the workflow editor's trigger picker, and the fields the event carries become variables every later step can read — so the message you send is written from what actually happened.

  • A form is submitted

The picker is the authority on which events your Typeform connection publishes — these are the kinds that apps of this sort emit.

03 · THE AI AGENT STEP

One step that decides which Typeform tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what Typeform said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the Typeform tools you left enabled and nothing else.

What teams do with it

Two ways Typeform earns its connection.

01

A submission becomes a conversation

A workflow opens a WhatsApp thread the moment the form is submitted, opening with what they told you rather than "how can we help?".

02

The answers travel with the customer

The form responses are attached to the conversation, so whoever picks it up sees the budget and the timeline already.

Setup

Connect Typeform in about a minute.

  1. 1

    Open Settings → Apps

    It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.

  2. 2

    Find Typeform in Browse

    The catalogue runs to hundreds of apps and is searchable. Connect Typeform from its card.

  3. 3

    Authorize with your own Typeform account

    You sign in on Typeform's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.

  4. 4

    Choose the tools it may call

    Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Typeform questions.

How do I connect Typeform to Cloodot?
Open Settings → Apps in Cloodot, switch to Browse, and search for Typeform. Connecting it opens Typeform's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.
What can Cloodot do in Typeform?
Work of this kind: list forms in a workspace; read the responses to a form; look up a single response and its answers. The exact list depends on what your Typeform account is allowed to do — Settings → Apps shows every tool the connection actually exposes.
Can I limit which Typeform tools Cloodot may use?
Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only Typeform connection is a matter of leaving the writes off.
Can an event in Typeform start a Cloodot workflow?
Yes. Events like a form is submitted appear in the workflow editor's trigger picker once Typeform is connected, and the event's own fields become variables the rest of the workflow can read.
Who in my team can connect Typeform?
Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the Typeform account that authorized it, so a marketing & growth connection is only ever as broad as the account behind it.
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