Typeform Integration

Typeform Integration Benefits

Automate Data Collection  

Reduce meeting load through automated data capture. 

A project-specific Typeform URL can be added to any task description. Then, customers can take action directly from task assignment emails to complete the form.

Autocomplete Tasks 

Keep projects moving.

Once a completed form has been submitted, the task is automatically marked Done, and any dependent tasks kick-off. 

Personalize Workflows

Use form responses to trigger custom actions in Recipe Builder. 

Create new tasks, mark unneeded tasks as not applicable, activate an onboarding template, send Slack messages, and more! Let your customers’ responses guide their onboarding flow. 

Help Your Teams Work Better Together

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“These days project management tools are a dime a dozen with variable levels of customization and integration options. GuideCX has positioned itself at the top of the group, catering functionality to your workflows and providing optimal integration options to allow seamless work between internal departments and external stakeholders.” 
Cameron M

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Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.