Typeform Integration
Portal extensionAgencyPro has a Typeform portal extension. Paste a Typeform URL and the form appears as its own page in the client portal menu. Responses are stored in Typeform; with Zapier on the Plus plan, a new response can create a request in AgencyPro.
Why connect Typeform with AgencyPro
If you already collect briefs or feedback with Typeform, the extension puts that form in the portal where clients already log in.
Responses go to Typeform, not AgencyPro. To turn a response into work, build a Zap on the Plus plan: a new Typeform entry runs Find or Create Client and Create Request in AgencyPro. If you would rather not run a separate form tool, AgencyPro's own intake forms on the Pro and Plus plans create pipeline leads directly.
Key features
Benefits for your agency
How agencies use Typeform with AgencyPro
Creative briefs
Clients fill in a project brief in the portal before kickoff.
Satisfaction surveys
Ask for feedback at the end of a project from inside the portal.
Brief to request
With Zapier, each brief becomes an AgencyPro request with the client attached.
How to set up Typeform
- In Typeform, open Share and copy the form's link.
- In AgencyPro, go to Workspace Settings > Extensions and click Add extension.
- Choose Typeform, enter a navigation label such as Project brief, and paste the URL.
- Pick the scope, enable it for the client portal and save.
- Submit a test response as a client and check it arrives in Typeform.
Frequently asked questions
Are Typeform responses saved in AgencyPro?
No. They are stored in Typeform. Use a Zap on the Plus plan to create requests or update clients in AgencyPro from each response.
Can I use AgencyPro forms instead?
Yes. AgencyPro includes intake forms that create leads in the pipeline on the Pro and Plus plans, which avoids a separate form subscription.
Which plan do I need?
Portal extensions are on the Pro and Plus plans. Zapier is on Plus.
More Extensions integrations
Google Sheets
Show a live Google Sheet as a page in your client portal, one sheet per client if you want (Pro). Log events to Sheets with Zapier (Plus).
Airtable
Show an Airtable shared view or form as a page in your client portal with AgencyPro's Airtable extension (Pro and Plus plans).
Calendly
Let clients book calls from your portal. AgencyPro's Calendly extension shows your booking page as a portal page (Pro and Plus).
Ready to get started?
See how Typeform fits into your AgencyPro setup, or ask us which plan you need.