How to update clients in Copilot from new Typeform entries | Scribe

    How to update clients in Copilot from new Typeform entries

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    • 0 step |
    • 3 minutes
    Navigate to your Zapier dashboard and click + Create to start creating your Zap.
    Click the "Search…" field.
    Type "Typeform"
    Click "Typeform"
    Click the "*EventRequired" field.
    Click here.
    Click "Continue"
    Click "Choose" to select your connected Typeform account, or connect a new one.
    Click "Continue"
    Click "Choose value…"
    Select the form you want to use to update clients.
    Click "Continue"
    Click "Test trigger"
    Click "Continue"
    Type "Copilot"
    Click "Copilot"
    Click the "*EventRequired" field.
    Click "Find a Custom Field Option"
    Click "Continue"
    Click "Choose" to select your connected Copilot account, or connect a new one.
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