Trigger Pitchsite proposals from Typeform enquiry submissions
Typeform creates beautiful, conversational forms that collect information in a way that feels like a dialogue, not an interrogation. Agencies use Typeform for client intake, lead qualification, and project briefing. Connecting Typeform to Pitchsite creates an automated path from enquiry form to personalised proposal — in under 24 hours.
A step-by-step look at how Typeform and Pitchsite work together.
Build a Typeform that qualifies inbound leads — company size, budget range, project type, timeline, and any service-specific questions your team needs to scope a proposal.
When a Typeform is submitted, the response data is sent to Pitchsite via webhook or Zapier. Pitchsite receives the lead data and pre-fills a new proposal template.
Typeform responses map to Pitchsite proposal variables — client name, company, project type, budget, and timeline all pre-populate the relevant proposal template.
A draft proposal appears in your Pitchsite dashboard for review. Your team adds the finishing touches and sends it within hours of the Typeform submission.
After a proposal is accepted, trigger a Typeform satisfaction survey via Pitchsite — collecting first impression data on your proposal experience from new clients.
Real ways agencies use Typeform and Pitchsite together.
Your website has a "Get a quote" Typeform. When it's submitted, Pitchsite automatically creates a personalised proposal draft. Your team sends a polished proposal within the hour — competitors send an acknowledgement email.
Use Typeform to qualify leads before the discovery call. Pitchsite auto-generates a proposal framework from the Typeform data — your team reviews it before the call so you arrive with a near-ready proposal.
After a discovery call, send a Typeform brief for the client to complete. The Typeform responses feed back into the Pitchsite proposal as scope detail — client-defined, agency-packaged.
Use Typeform for post-project retrospectives. Insights from the review — what the client valued most, what they'd add — inform future proposal templates for similar projects.
Why agencies connect Typeform to Pitchsite.
Trigger Pitchsite proposals from Typeform enquiry submissions
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Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →You can use Zapier or Pitchsite's native webhook integration with Typeform's webhook feature. For simple connections, Zapier is easier; for custom data mapping, webhooks offer more control.
Yes. Typeform forms can be embedded as a block in Pitchsite proposals — useful for collecting client approval information, onboarding details, or project brief data at the moment of signature.
Short text (company name, contact), multiple choice (service type, budget tier), opinion scale (urgency), and date fields (project timeline) map cleanly to Pitchsite proposal variables.
Yes. With Typeform Logic Jumps, different answers lead to hidden fields that classify the lead. Pitchsite receives the classification and selects the appropriate proposal template automatically.
Other tools that work well alongside Typeform + Pitchsite.