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Create clients in Copilot from new Typeform submissions
Allene Norton
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0 step
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2 minutes
Make
Typeform
Copilot
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Create a new scenarion in Make
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Click the + button to add a trigger. Search for and select "Typeform"
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Click "Watch Responses \[Instant\]"
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Click "Create a webhook"
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Click "Create a connection" to add you Typeform connection
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Name your connection \[optional\]
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Click "Save"
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A new pop-up window will appear prompting you to log into your Typeform account. Sign in with any method provided.
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After your connection is successful, click the dropdown
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Select the form you wish to use to create clients in Copilot
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information ordinal icon
Your form must include fields for First Name, Last Name, and Email to map correctly to Copilot
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Click "Save"
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Click "OK"
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Add a new module and search for “Copilot”
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Click "Create a Client"
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Click here.
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Click the form field used for First Name
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Click here
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Click the form field used for Last Name
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