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Agents for Typeform

Typeform collects structured respondent data, but qualifying applicants, triaging inbound leads, and resolving customer complaints requires contextual evaluation. Pump Up's hosted AI agent parses Typeform responses, cross-references submissions against criteria, prepares structured briefings, and pauses for authorized team decisions before writing to downstream systems.

5 related templates

When to use it

Operations managers, recruiters, and customer success leads at smaller established businesses using Typeform for inbound intake and feedback.

Example scenario

A specialized consultancy receives twenty prospective client intake forms weekly through Typeform. The AI agent inspects incoming responses, extracts project scope and timeline parameters, and compares requested budgets against minimum engagement thresholds. When a prospect requests custom ERP integration on a compressed four-week timeline with an indeterminate budget, the agent highlights the scope contradiction and drafts specific discovery questions. The account director reviews the intake dossier, approves the clarifying questions, and directs the agent to hold CRM stage progression until the prospect confirms budget viability.

Getting started

  • Supply a Typeform Personal Access Token or configure OAuth 2.0 with responses:read and forms:read scopes
  • Map Typeform field references and question tags to internal schema attributes for each form
  • Configure webhook endpoints or establish a polling schedule for retrieving new completed submissions
  • Designate authorized human approvers for intake triage, candidate advancement, and customer feedback resolution

Common questions

How does an AI agent access Typeform responses without exposing administrative credentials?

Pump Up connects via Typeform OAuth 2.0 or a Personal Access Token restricted to responses:read and forms:read scopes. This permits reading form definitions and completed submissions without granting permissions to delete forms, modify billing settings, or edit themes.

Can the agent process file uploads submitted through Typeform?

Yes. Typeform response payloads provide hosted URLs for file upload questions. The agent verifies file accessibility and parses resumes, portfolios, or specifications using native document tools, flagging corrupt or password-protected files for manual inspection.

Does Typeform automatically update downstream CRMs or applicant tracking systems?

Typeform offers native integrations, such as its HubSpot connector, to sync mapped form fields directly to contacts, companies, or deals. However, native field mapping does not evaluate complex project scope, cross-reference contradictory answers, or request clarification before pipeline progression. The hosted AI agent performs that substantive evaluation and pauses for an authorized team decision before updating records.

What happens if a respondent skips optional fields or provides contradictory answers?

The agent identifies missing decisive information and cross-references answers for inconsistencies, such as conflicting timeline and scope declarations. It presents these discrepancies in an intake review packet rather than guessing missing facts or rejecting valid leads.

How these workflows use your software

Partner application review

Source records
Partner application form response with company profile, partnership tier selection, and market focus
Agent work
Compare declared business model against tier criteria, evaluate market overlap, and flag unverified credentials
Result
Structured partnership evaluation briefing with flagged gaps and draft follow-up questions
Human decision
Partnership manager decides tier eligibility, interview scheduling, or application decline

Client intake triage

Source records
Client intake form response detailing business challenge, desired deliverables, budget range, and timeline
Agent work
Evaluate service fit against core capabilities, compare budget to minimum thresholds, and detect delivery risks
Result
Triage summary with service category recommendation and customized discovery questions
Human decision
Account director decides project acceptance, discovery consultation, or partner referral

Customer feedback resolution

Source records
CSAT or NPS survey response containing numeric ratings, verbatim feedback, and account metadata
Agent work
Classify sentiment, categorize operational issues across product, billing, or support, and detect churn indicators
Result
Feedback investigation dossier with root-cause summary and recommended follow-up response
Human decision
Customer success lead approves customer reply, escalation path, or internal corrective action

Application review

Source records
Candidate application form response with screening answers, work history highlights, and resume link
Agent work
Verify baseline qualification criteria, match demonstrated skills against job requirements, and identify resume contradictions
Result
Candidate screening profile with structured evidence summary and suggested interview topics
Human decision
Hiring manager or recruiter decides progression to screening interview or polite rejection

Candidate information collection

Source records
Supplementary candidate questionnaire covering start availability, compensation expectations, and work authorization
Agent work
Check submission completeness, verify alignment with offer parameters, and flag timing conflicts
Result
Candidate pre-offer verification summary detailing verified facts and remaining gaps
Human decision
Recruiter decides to proceed with formal offer assembly or seek specific clarification

Platform documentation