How does Typeform compare to Google Forms or HubSpot forms?

Typeform focuses on user experience and engagement—one question at a time, beautiful design, conversational feel. Google Forms and HubSpot forms show all questions on one page, which is faster to set up but has 30-50% lower completion rates. Typeform's conditional logic is more powerful and easier to use than Google Forms. HubSpot forms integrate natively with HubSpot CRM, but Typeform connects to HubSpot via n8n or Zapier with identical functionality. Choose Typeform when completion rate matters (deal submission, sponsor and LP screening), choose HubSpot forms for speed and native CRM integration, choose Google Forms for internal use or free simple surveys.

What's the cost of Typeform for a CRE investment firm?

Typeform's free plan includes 10 responses/month (useful for testing). The Basic plan ($25/month) includes 100 responses/month, webhooks, hidden fields, and logic—enough for most small acquisitions teams. The Plus plan ($50/month) includes 1,000 responses/month and calculation fields—ideal for cap-rate screeners and return estimators. The Business plan ($83/month) adds team collaboration and custom branding removal. For a lean firm fielding 20-50 deal submissions/month, the Basic plan ($25/month) is sufficient. For active acquisition shops or broad broker-outreach campaigns (100+ submissions/month), the Plus plan ($50/month) is the sweet spot.

Can I use Typeform for site-tour RSVPs?

Yes, and it's one of the best use cases. Create a short Typeform: Name, Email, Phone, 'Will you attend?' (Yes/Maybe/No), 'Are you representing capital?' (Yes/No), 'What stood out about this opportunity?' Share the link via your broker newsletter, email blasts, or a QR code in the deal package. Typeform's mobile-first design makes RSVP easy—brokers and co-investors complete it in under 60 seconds on their phone. Use n8n to auto-send calendar invites, reminders 24h before, and feedback requests after the tour. Typeform's polished design makes the RSVP feel institutional, increasing response rates vs. generic forms.

How do hidden fields work for tracking deal sources?

Hidden fields let you pass data into the form via URL parameters without displaying it to users. Example: Your broker newsletter links to https://yourform.typeform.com/to/abc123?utm_source=broker_newsletter&utm_campaign=phoenix-multifamily&utm_term=value-add. In Typeform settings, create hidden fields: utm_source, utm_campaign, utm_term. When the form is submitted, these values are captured with the response data. In n8n, you can read these fields and add them to your CRM as 'Deal Source: Broker Newsletter', 'Campaign: Phoenix Multifamily', 'Strategy: Value-add'. This tracks which broker relationships and channels generate the most qualified deal flow without asking submitters 'How did you find us?'

Can Typeform calculate cap rates or returns at intake?

Yes, using Calculation fields (available on the Plus plan and above). Ask submitters for purchase price, in-place NOI, and operating expenses. Add a calculation field with the formula NOI / Price * 100 to compute the going-in cap rate, and (NOI - Debt service) / Equity to compute cash-on-cash return. Display results: 'Going-in cap rate: 5.6%. Cash-on-cash return: 8.2%.' You can also screen quality: ask for stabilized NOI to project a stabilized yield, and show a go / no-go message against your buy box. These interactive calculators provide immediate value, keep submitters engaged, and position your firm as analytical—increasing form completion and credibility.

What's the best way to use Typeform for deal qualification?

Create a multi-step deal-submission questionnaire: (1) Welcome screen: 'Submit your opportunity. This takes 2 minutes.' (2) Asset class (dropdown: Multifamily, Industrial, Retail, Office, Mixed-use). (3) Market / submarket (multiple choice or text). (4) Deal size (dropdown: <$5M, $5-15M, $15-30M, $30M+). (5) Return profile (Core, Value-add, Opportunistic, Ground-up development). (6) Financials available (T12, OM, rent roll—file upload). (7) Asking cap rate or price. (8) Name, Email, Phone. (9) Thank you screen: 'Thanks! Our acquisitions team will review and follow up within the hour.' Use conditional logic: if the asset class is multifamily, ask for unit count and in-place rents; if ground-up development, ask about entitlement status. This creates a conversational intake that qualifies deals while feeling efficient, not bureaucratic.

Can I embed a Typeform on my CRE firm's website?

Yes, Typeform offers multiple embed options: (1) Inline embed—the form appears as part of your page (copy/paste iframe code), (2) Popup—the form appears as a modal overlay when a user clicks a button or after a time delay, (3) Slider—the form slides in from the side of the screen, (4) Popover—the form appears when a user clicks a text link or button. Inline embeds feel integrated with your site (good for a dedicated deal-submission or LP-inquiry landing page). Popups and sliders grab attention without navigating away from your site (good for the homepage or a fund page). All embed types work on mobile and trigger your n8n webhooks instantly on submission.

How do I prevent spam or fake submissions on Typeform?

Typeform doesn't have a built-in CAPTCHA, but you can reduce spam: (1) Enable reCAPTCHA in Typeform settings (Settings → Security → Enable reCAPTCHA), (2) Use conditional logic to create a 'honeypot' question that real users won't see but bots will fill out—discard those responses, (3) Add a verification question like 'What's 5 + 3?' that bots struggle with but humans answer instantly, (4) In n8n, filter submissions: check if the email is from a disposable domain (mailinator, guerrillamail) and mark it as spam, or use AI to analyze responses for nonsense text or off-buy-box noise. For high-traffic forms, enable reCAPTCHA—it stops 95% of bots while adding only a small UX friction.

Typeform Integration

Lead Sources & Advertising

What It Does

Typeform is a form-building platform that transforms traditional web forms into conversational, engaging experiences. Instead of showing all questions at once on a cluttered page, Typeform presents one question at a time in a full-screen, mobile-friendly interface that feels more like a conversation than a survey. Users answer questions by clicking, typing, or selecting options, and the form adapts based on their responses using conditional logic. For CRE investment and development firms, Typeform is the premium tool for qualifying inbound deals and screening sponsors and LPs without the friction of traditional forms.

Why Real Estate Professionals Use It

CRE acquisitions and development are high-stakes, capital-intensive decisions requiring significant information gathering before an investment team can properly evaluate an opportunity or counterparty. Traditional forms ask generic questions ('Name, Email, Phone, Message') and leave acquisitions teams to discover critical details (asset type, deal size, market, price, sponsor track record) through lengthy intro calls. Typeform flips this: the form does the qualification work upfront, so when a deal is submitted, the team already knows whether it's a $4M value-add multifamily deal in Phoenix or a $40M ground-up industrial development in Dallas. This lets analysts triage and respond immediately instead of burning hours on low-fit submissions.

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AI Solutions for Lead Sources

Ebook

Real Estate AI Playbook

10 AI workflows every agent needs for lead generation and client management

Solution

AI Lead Scoring Engine

Score and prioritize leads using AI based on engagement signals

Solution

AI Follow-Up Sequences

Personalized email and SMS sequences that adapt based on recipient behavior

Key Features for Real Estate

Discover how Typeform powers real estate automation workflows

1 of 8

Feature

Conversational One-Question-at-a-Time Interface

Questions appear one at a time in a clean, full-screen interface. Users answer via buttons, dropdowns, sliders, or text input, then the form transitions to the next question with smooth animations. Feels like a conversation, not a form.

Real Estate Impact

Instead of a wall of fields, a broker sees: 'Let's review your opportunity. First, what asset class is it?' They select Multifamily. Next: 'Great. What's the asking price?' This feels engaging and professional, not transactional, increasing completion rates by 40%.

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Automation Workflows

Ready-to-deploy workflows powered by Typeform + NextAutomation

Workflow 1 of 5

Intermediate

Inbound Deal Qualification Form with Auto-Routing by Asset Class and Size

When a broker submits a Typeform deal-submission questionnaire, this workflow captures their responses (asset class, deal size, market, price, return profile), scores the opportunity based on fit and quality, assigns to the appropriate acquisitions lead by market and asset expertise (multifamily, industrial, retail), sends a personalized acknowledgment via SMS and email, and creates a task for the analyst to review within the hour.

Trigger: New Typeform submission for 'Deal Submission' form

Workflow Steps

1Broker completes Typeform: asset class (Multifamily), deal size ($8-12M), market (Phoenix, Tempe), price ($10.5M), return profile (Value-add)

2Typeform webhook fires to n8n with all responses and hidden fields (utm_source=broker_newsletter, utm_campaign=phoenix-multifamily)

3Parse responses and score deal: Target market match = +50 points, In-buy-box asset class = +30 points, Size in $8-12M range = +20 points. Total score: 100/100 (high-fit deal)

4Check if contact exists in HubSpot by email; create new contact or update existing with Typeform data

+6 more steps

Deals arrive pre-qualified with detailed parameters. The analyst knows exactly what the opportunity is before calling, allowing for a substantive, underwriting-led conversation instead of generic intake. Response time under 60 seconds with automated SMS strengthens broker relationships and keeps your firm top-of-mind for off-market deals. Deal scoring prioritizes the team's time on in-buy-box opportunities.

Triggers & Actions

Connect Typeform to your workflows with powerful triggers and actions

Triggers

New Form Response

Fires when a user submits a Typeform. Provides all form fields, hidden fields, calculated values, and metadata (timestamp, referrer, device).

A broker submits a deal-qualification form. Trigger a workflow that creates a HubSpot contact, scores the deal based on asset class and market fit, and sends a personalized SMS acknowledging receipt.

Partial Response (Form Abandonment)

Fires when a user starts a form but doesn't complete it. Captures partial data (questions answered before abandonment).

A submitter answers 'Asset class: Multifamily' and 'Market: Phoenix' but abandons the form at the financials question. Trigger follow-up: a templated email offering to walk the deal through together to recapture the submission.

Form Opened

Fires when a user opens a Typeform (before submitting). Can track form views and calculate conversion rates.

Track how many brokers open your deal-submission form vs. how many submit. If the open rate is high but completion is low, the form is too long—simplify it.

Specific Answer Given

Fires when a user selects a specific answer to a question. Can be used to trigger actions mid-form before submission.

If a submitter selects 'Deal size: $25M+' (institutional-scale opportunity), trigger an immediate Slack alert to the acquisitions lead even before the form is fully submitted: 'Large deal on your form right now!'

Actions

Retrieve Form Responses

Pulls all responses from a specific Typeform. Can filter by date range or response count.

Every Monday, retrieve all responses from last week's 'Deal Submission' form and import them into Google Sheets for the acquisitions team's pipeline review.

Update Hidden Fields

Dynamically change hidden field values in a Typeform URL (for UTM tracking, personalization, or prefilling data).

When emailing a known broker, include a Typeform link with hidden field 'deal_source=broker_relationship' so you know this submission came from that relationship outreach.

Create or Update Form

Programmatically create new Typeforms or update existing ones via API (add questions, change logic, update branding).

When you open a new fund or strategy, auto-create a Typeform LP intake with logic: 'Interested in [Fund Name]?' and embed it on the fund landing page.

Send Form via Email or SMS

Send a Typeform link to contacts via email or SMS (usually combined with Twilio or email tool).

After an initial broker conversation, send SMS: 'Thanks for the intro! To get this in front of our acquisitions team, please complete this quick deal-submission form: [Typeform link]'

Embed Response Data in CRM

Map Typeform question responses to CRM fields (name → Name field, asset class → Asset Class field, etc.) for seamless data sync.

Typeform question 'What's the asking price?' maps to the HubSpot field 'Deal Size'. 'Market?' maps to 'Target Market'. Data syncs automatically on submission.

Generate PDF from Responses

Compile form responses into a formatted PDF (usually via integration with document generation tool like DocuPilot or Pdfmonkey).

After a sponsor submits the screening form, generate a track-record summary PDF with their profile and full-cycle deal history. Email the internal brief to the investment team immediately.

Setup Guide

Get started in approximately 15 minutes for basic form setup; 1 hour for advanced logic, calculations, and n8n workflow

Prerequisites

Typeform account (free tier includes 10 responses/month, paid plans start at $25/month)
Typeform API key or webhook capability (available on all paid plans)
n8n instance with Typeform node available
Landing page or website to embed or link to your Typeforms

Create Typeform Account and Build Your First Form

Sign up at typeform.com. Click 'Create Typeform' and choose a template (Contact Form, Lead Generation, Survey) or start from scratch. Add questions: Welcome screen, Name, Email, Phone, and custom questions (asset class, deal size, market). Use question types: Multiple Choice, Opinion Scale, Dropdown, Short Text. Preview on mobile to ensure it looks good.

Keep your first form short (5-7 questions) to maximize completion rate. You can always add more questions via conditional logic later once you see baseline completion data.

Add Conditional Logic and Hidden Fields

For each question, click the Logic icon to add conditional jumps. Example: If 'Is this stabilized or value-add?' = Value-add, show 'What's the renovation budget?' If Stabilized, skip to the next question. Add hidden fields (Settings → Hidden Fields) for utm_source, utm_campaign, utm_term, and any other tracking data you want to capture from URLs.

Use logic to keep forms short and relevant. If someone selects 'Industrial', don't ask multifamily unit-count questions—jump to the relevant topic. This personalizes the experience and respects the submitter's time.

Customize Design and Branding

Click the Design tab to customize colors, fonts, and add your logo. Upload a background image (a flagship asset, a skyline) to make the form visually appealing. Set button text to match your brand voice ('Continue', 'Next', 'Submit Deal'). Enable the progress bar so respondents see how far along they are.

Use high-quality photos of your portfolio assets or target markets as backgrounds. This makes the form feel institutional and reinforces your market focus.

Set Up Webhook to n8n

In Typeform, go to Connect → Webhooks. Enter your n8n webhook URL (create a Webhook node in n8n and copy the URL). Choose when to trigger: 'On form submission'. Test by submitting your form—check the n8n execution log to see the response data.

Webhooks fire instantly on submission (no delay). This matters for deal-flow response speed—brokers shop opportunities to the firms that respond first. If a webhook fails, Typeform queues the data and retries—check the delivery log in Typeform.

Build n8n Workflow for Deal Routing

In n8n, create the workflow: Typeform Trigger (webhook) → Parse response data → Check if contact exists in HubSpot → Create/update contact → AI deal scoring → Assign to acquisitions lead → Send SMS via Twilio → Slack notification → Create task. Test with a real form submission to ensure data flows correctly.

Map Typeform question IDs to HubSpot fields carefully. Typeform uses IDs like 'oPEZjWmRSGLd' for questions—use the 'Map Fields' feature in n8n to link these to readable HubSpot fields like 'Deal Size' and 'Target Market'.

Add Calculation Fields for Interactive Tools

For forms like cap-rate screeners or return estimators, add Calculation fields (available on paid plans). Example: Ask 'Purchase price?', 'In-place NOI?'. Add calculation: {{In_place_NOI}} / {{Purchase_price}} * 100. Display result: 'Estimated going-in cap rate: X%.'

Calculations engage submitters and provide immediate value. A broker is more likely to complete a form that returns useful math (an instant cap rate) than one that just collects data.

Embed or Share Your Typeform

Click Share and choose how to deploy: (1) Direct link—share via email, SMS, or your broker newsletter, (2) Embed on website—copy the embed code and paste it into your site, (3) Popup or Slider—the form appears as an overlay on your site after scroll or time delay. Add UTM parameters to links for tracking: ?utm_source=broker_newsletter&utm_campaign=phoenix-multifamily.

For broker outreach and newsletters, use direct links with UTM parameters. For your website, use embedded forms or popups to reduce friction—visitors don't leave your site to complete the form.

Monitor Performance and Optimize

In the Typeform Results tab, view completion rate, average time to complete, and question drop-off points. If the completion rate is below 50%, identify where submitters abandon (which question) and simplify it or make it optional. Test different question orders, wording, and logic paths to improve conversion.

If submitters drop off at the 'Email' question, move it later in the form (after they've invested time answering deal questions). Once they've answered 5 questions, they're more likely to provide an email to see the results.

Frequently Asked Questions

Common questions about Typeform integration

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