Create clients in Copilot from new Typeform submissions | Scribe

    Create clients in Copilot from new Typeform submissions

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