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How to create clients in Copilot from new Typeform entries
This Zap allows you to automate client creation from new Typeform submissions. Your form must have first name, last name, and email fields to match the required fields to create a client in Copilot.
Allene Norton
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2 minutes
Zapier
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Navigate to your Zapier dashboard and click + Create to start creating your Zap.
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Click the "Search…" field.
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Type "Typeform"
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Click "Typeform"
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Click the "*EventRequired" field.
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Click here.
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Click "Continue"
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Click "Choose" to select your connected Typeform account, or connect a new one.
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Click "Continue"
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Click "Choose value…"
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Choose the form you want to use to trigger client creation.
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Click "Continue"
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Click "Test trigger"
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Click "Continue"
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Create Client".
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Click "Continue"
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Click "Choose" to select your connected Copilot account, or connect a new one.
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