A full new-client welcome after the form

From a Typeform submission the scenario emails the client at Gmail, creates an onboarding task in amoCrm, keeps a record in Microsoft SharePoint, and notifies the team in Telegram.

  • The welcome email goes out on its own
  • An onboarding task is created automatically
  • The team is notified right away
  • A submission with no email is flagged, not lost
Connect Typeform and goMade with Scriptera