Overview
Typeform, Tally, and Google Forms cover most of the ways small teams collect structured information — polished conversational forms, free-flexible forms, and the zero-cost default respectively. Whatever the tool, the failure pattern is identical: responses accumulate in a spreadsheet nobody rechecks, and the person who filled the form waits for a reply that depends on someone remembering to look. The integration turns submissions from any of the three into CRM leads the moment they arrive.
Each response maps to a lead with fields matched — name, contact, and every custom question — source-tagged per form, routed by your rules, and first-touched by automation (a welcome email or WhatsApp acknowledgement) while the enquiry is minutes old. The form tools keep doing what they're good at; the CRM does what spreadsheets never will: own the follow-up.
What data is involved
- Submissions from Typeform, Tally, and Google Forms creating CRM leads in real time.
- Form fields mapped to CRM fields, including custom questions to custom fields.
- Source tagged per form for campaign and channel attribution.
- Routing rules assigning leads by form answers (territory, interest, budget).
- Instant acknowledgement workflows triggered on arrival.
- Duplicate handling by email so repeat submitters update rather than multiply.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Configure each form’s webhook URL to your CRM ingestion endpoint.
- Map question fields to CRM lead fields.
- Enable deduplication on email or phone.
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Configure each form’s webhook URL to your CRM ingestion endpoint.
- Map question fields to CRM lead fields.
- Enable deduplication on email or phone.
Best practices
- Map every question to a real CRM field before launch — unmapped answers die in a notes blob nobody queries.
- Ask one routing question (what do you need? / where are you?) and route on it automatically; it beats a human triaging a spreadsheet.
- Send the acknowledgement instantly and the human follow-up within the hour — the form filler is comparing you to whoever else they filled forms with today.
- Use one form per campaign or intent rather than one mega-form; source-level conversion reporting depends on it.
- Test the full path — submit, check the lead, check the routing, check the acknowledgement — after any form edit; renamed questions silently break mappings.
Best for & common use cases
Marketing and event teams that collect leads without a custom landing stack.
- Webinar and content downloads flowing straight into routing rules.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
Troubleshooting
- Submissions not arriving: the webhook was removed when the form was duplicated — forms don't copy webhooks; re-add it to the new form.
- Fields landing empty: questions were renamed after mapping — re-map in the integration settings; mappings key on question identity.
- Google Forms lagging: the connected trigger script was disabled by a Google security review — reauthorise it from the form's script editor.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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