If you use Typeform to collect customer info, leads, or feedback, you might be wondering how you can connect it with Upfirst’s AI answering service. Good news: with the Typeform answering service integration via Zapier, you can automatically transfer caller information and conversation summaries into your Typeform forms—no manual copy-pasting required.
This is especially useful for real estate agencies, legal practices, and home service providers who want to keep all their leads organized and ensure no important details fall through the cracks. Below, we’ll break down what’s possible, what actions you can automate, and simple steps to set it all up.
What is Typeform?
Typeform is an easy-to-use online form builder that lets you create interactive, conversational forms and surveys. Small businesses use Typeform to collect lead information, take bookings, gather feedback, and more—all in a format that feels friendly for customers to fill out. It’s cloud-based, works on any device, and integrates with hundreds of other apps for seamless data collection.
What can you do with Typeform and Upfirst’s AI answering service?
By connecting Upfirst and Typeform through Zapier, you unlock powerful automations that remove data entry headaches and help you respond faster to potential clients. Here are some practical ways you can use the Typeform answering service integration:
1. Automatically log every call as a Typeform entry
How it works:
After every call completed by your Upfirst AI receptionist, Zapier can instantly add the caller’s info, answers to your custom questions, and a summary of the conversation into a Typeform form.
Why it matters:
For real estate agents or legal offices, this creates a real-time call log that’s easy to search, share, or connect to your CRM later. You’ll have a single place to view all inquiries—even if they came in by phone.
2. Qualify and segment leads based on call details
How it works:
Set up your AI receptionist in Upfirst to ask qualifying questions (e.g., “What is your budget?” or “What service do you need?”). Zapier can automatically map these answers into the right fields in your Typeform, and you can use Typeform’s built-in features to tag or segment entries.
Why it matters:
Let’s say you run a landscaping business: when a caller shares their zip code and project size, that info is instantly logged in Typeform, making it easy to prioritize high-value leads or assign them to the right team member—no manual follow-up required.
3. Route urgent calls or specific types of inquiries
How it works:
With Zapier’s filters, you can create conditional workflows: for example, if the call summary or a caller’s answer contains the word “emergency,” only then create an entry in a special Typeform form for urgent cases.
Why it matters:
For law firms or property managers, this ensures that time-sensitive calls are flagged and logged in a way that makes follow-up fast and foolproof. You can even have Typeform email notifications sent to specific staff for urgent entries.
4. Centralize call transcripts and notes for team collaboration
How it works:
Every call handled by Upfirst includes a full transcript and summary. Zapier can send this data straight into a Typeform, where your team can add follow-up notes or assign next steps—all from within the form’s responses.
Why it matters:
This is great for teams that want a searchable, all-in-one database of client calls, especially for ongoing cases in legal, real estate, or service provider settings.
What actions can you trigger in Typeform after our virtual receptionist answers a call?
With the Typeform answering service integration, you can:
- Create Entry: Each time a call is completed by Upfirst, you can automatically create a new entry (response) in any Typeform form you choose. All caller data, answers to custom questions, call summaries, and transcripts can be mapped to your form fields.
That’s the main action available—but it opens up a lot of flexibility for organizing and tracking phone leads.
How to connect Typeform to Upfirst
Setting up the Typeform virtual receptionist integration is straightforward. Here’s how you can do it:
- Sign up or log in to Zapier: Go to Zapier.com and log in, or create a free account.
- Start a new Zap: Click “Create Zap.”
- Set Upfirst as the Trigger:
- Choose “Upfirst” as your trigger app.
- Select the “Call Completed” trigger event.
- Connect your Upfirst account and test the trigger (you’ll need to have at least one recent call available).
- Add Typeform as the Action:
- Choose “Typeform” as the action app.
- Select “Create Entry” as the action event.
- Connect your Typeform account.
- Choose the Typeform form you want to send data to.
- Map your fields:
- Zapier will show you all data from the Upfirst call (caller ID, custom answers, call summary, transcript, etc.).
- Match each field from Upfirst to the corresponding question/field in your Typeform.
- Test your Zap: Run a test to make sure that when an Upfirst call comes in, the data shows up in Typeform as expected.
- Turn on your Zap: Once you’re happy with the test, turn on your Zap. You’re done!
That’s it—now every call handled by your Upfirst AI receptionist is automatically logged in Typeform, with the details you care about, ready for your team to follow up.
With the Typeform answering service integration, you can ensure every phone lead is captured, organized, and ready for your next move—without extra data entry. Whether you’re in real estate, legal, or home services, this workflow saves you hours each week and helps you deliver a better, faster customer experience.