What is Typeform?
Typeform is an online form builder that allows users to create interactive and engaging forms, surveys, quizzes, and more. Recruitly seamlessly integrates with Typeform, enabling you to effortlessly gather information from your leads and elevate your business. You can send a Typeform link to your leads via Recruitly.
Pre-requisites before I send a Typeform?
The first step is to integrate your Recruitly with Typeform. You can find detailed instructions in this article:
What are the steps to send a Typeform link?
After integrating Typeform, please follow the steps below to send Typeform links to your leads:
Navigate to the "Lead" section under the "Sales" module
Or, click here:
Click on your lead followed by the "More" button located at the top right corner of the screen. A dropdown will appear, from which you can select "Typeform."
Click on "Mail" to send an email with the Typeform link to the Lead
You can then choose to edit the email that will be sent, however, do not make any changes to the Typeform link itself. You can also specify the "Activity Type" and a "Follow-up task"
5. Once you send the form, the Lead will receive an email similar to this:
6. Upon opening the link the Lead will see a Typeform such as this based on your customization
