Typeform Integration
Lead Sources & AdvertisingWhat 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 real estate professionals, Typeform is the premium tool for qualifying buyers and sellers without the friction of traditional forms.
Why Real Estate Professionals Use It
Real estate is a high-consideration purchase requiring significant information gathering before agents can properly serve a client. Traditional forms ask generic questions ('Name, Email, Phone, Message') and leave agents to discover critical details (budget, timeline, neighborhoods, pre-approval status) through lengthy discovery calls. Typeform flips this: the form does the qualification work upfront, so when a lead submits, the agent already knows if they're a $300k first-time buyer in Riverside or a $2M luxury investor in Scottsdale. This lets agents personalize their response immediately instead of wasting time on discovery.
AI Solutions for Lead Sources
Real Estate AI Playbook
10 AI workflows every agent needs for lead generation and client management
AI Lead Scoring Engine
Score and prioritize leads using AI based on engagement signals
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
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.
Instead of a wall of fields, buyers see: 'Hi! Let's find your dream home. First, what's your budget range?' They select $300-500k. Next: 'Great! Which neighborhoods interest you?' This feels engaging and personal, not transactional, increasing completion rates by 40%.
See how we automate Typeform
Get a personalized plan for your tech stack
Automation Workflows
Ready-to-deploy workflows powered by Typeform + NextAutomation
Buyer Qualification Form with Auto-Routing by Budget and Timeline
When a buyer submits a Typeform buyer questionnaire, this workflow captures their responses (budget, neighborhoods, timeline, pre-approval status), scores the lead based on urgency and qualification, assigns to the appropriate agent by territory and expertise (luxury, first-time buyer, investor), sends a personalized SMS and email with relevant listings, and creates a task for the agent to call within the hour.
1Buyer completes Typeform: budget ($400-600k), neighborhoods (Riverside, Oakwood), timeline (0-3 months), pre-approved (Yes)
2Typeform webhook fires to n8n with all responses and hidden fields (utm_source=facebook, utm_campaign=riverside-buyers)
3Parse responses and score lead: Timeline 0-3 months = +50 points, Pre-approved = +30 points, Budget $400-600k = +20 points. Total score: 100/100 (hot lead)
4Check if contact exists in HubSpot by email; create new contact or update existing with Typeform data
Leads arrive pre-qualified with detailed preferences. Agent knows exactly what they want before calling, allowing for a personalized, value-driven conversation instead of generic discovery. Response time under 60 seconds with automated SMS increases contact rate by 50%. Lead scoring prioritizes agent's time on high-probability closers.
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).
Buyer submits qualification form. Trigger workflow that creates HubSpot contact, scores lead based on budget and timeline, and sends personalized SMS with listings.
Partial Response (Form Abandonment)
Fires when a user starts a form but doesn't complete it. Captures partial data (questions answered before abandonment).
User answers 'Budget: $500k' and 'Neighborhoods: Riverside' but abandons form at email question. Trigger remarketing: Show Facebook ad for Riverside listings to recapture.
Form Opened
Fires when a user opens a Typeform (before submitting). Can track form views and calculate conversion rates.
Track how many users open your buyer qualification form vs. how many submit. If open rate is high but completion is low, 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 user selects 'Timeline: 0-1 month' (hot buyer), trigger immediate Slack alert to agent even before form is fully submitted: 'Urgent buyer 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 'Seller Valuation' form and import into Google Sheets for agent review.
Update Hidden Fields
Dynamically change hidden field values in a Typeform URL (for UTM tracking, personalization, or prefilling data).
When sending email to past client, include Typeform link with hidden field 'referral_source=past_client_email' so you know this lead came from referral outreach.
Create or Update Form
Programmatically create new Typeforms or update existing ones via API (add questions, change logic, update branding).
When new listing goes live, auto-create a Typeform for that property with logic: 'Interested in [Address]?' and embed on listing 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 initial inquiry, send SMS: 'Thanks for your interest! To help me find the perfect home, please complete this quick form: [Typeform link]'
Embed Response Data in CRM
Map Typeform question responses to CRM fields (name → Name field, budget → Budget field, etc.) for seamless data sync.
Typeform question 'What's your budget?' maps to HubSpot field 'Buyer Budget'. 'Timeline?' maps to 'Timeline to Purchase'. 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 seller submits home valuation form, generate CMA report PDF with their property details and comparable sales. Email PDF to seller 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 (budget, timeline, neighborhoods). 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 'Are you pre-approved?' = No, show 'Would you like a lender referral?' If Yes, skip to 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 says 'Not interested in luxury homes', don't ask luxury-specific questions—jump to next topic. This personalizes the experience and respects their time.
Customize Design and Branding
Click Design tab to customize colors, fonts, and add your logo. Upload a background image (property photo, cityscape) to make the form visually appealing. Set button text to match your brand voice ('Let's Go!', 'Next', 'Find My Home'). Enable progress bar so users see how far along they are.
Use high-quality photos of your listings or local landmarks as backgrounds. This makes the form feel premium and reinforces your local expertise.
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 n8n execution log to see the response data.
Webhooks fire instantly on submission (no delay). This is critical for real estate lead response speed. If webhook fails, Typeform queues the data and retries—check delivery log in Typeform.
Build n8n Workflow for Lead Routing
In n8n, create workflow: Typeform Trigger (webhook) → Parse response data → Check if contact exists in HubSpot → Create/update contact → AI Lead Scoring → Assign to agent → 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 'Budget' and 'Timeline'.
Add Calculation Fields for Interactive Tools
For forms like mortgage calculators or ROI estimators, add Calculation fields (available on paid plans). Example: Ask 'Home price?', 'Down payment %?', 'Interest rate?'. Add calculation: {{Home_price}} * (1 - {{Down_payment}} / 100) * ({{Interest_rate}} / 100 / 12). Display result: 'Your estimated monthly payment: $X.'
Calculations engage users and provide immediate value. They're more likely to complete a form that gives them useful info (mortgage estimate) than one that just collects data.
Embed or Share Your Typeform
Click Share and choose how to deploy: (1) Direct link—share via SMS, email, or social media, (2) Embed on website—copy embed code and paste into your site, (3) Popup or Slider—form appears as overlay on your site after scroll or time delay. Add UTM parameters to links for tracking: ?utm_source=facebook&utm_campaign=riverside-buyers.
For Facebook/Instagram ads, 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 Typeform Results tab, view completion rate, average time to complete, and question drop-off points. If completion rate is below 50%, identify where users abandon (which question) and simplify it or make it optional. Test different question orders, wording, and logic paths to improve conversion.
If users drop off at the 'Email' question, move it later in the form (after they've invested time answering property questions). Once they've answered 5 questions, they're more likely to provide email to see the results.
Frequently Asked Questions
Common questions about Typeform integration
Related Integrations
Explore other tools that work great with your workflow
Ready to Automate Typeform?
Get a free AI roadmap showing how to connect Typeform with your existing tools for maximum impact.
Get Your Free AI Roadmap