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Typeform to GHL Customer Care (Migration Guide)

This comprehensive guide outlines the steps to effectively migrate forms, surveys, and associated data from Typeform to GHL Customer Care. The goal is to…

5 min read1,235 words7 explained imagesUpdated Fri, 7 Mar, 2025 at 11:18 AM
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On this page
  1. Step 1: View TypeForms
  2. Step 2: Recreate Questions in GHL Customer Care
  3. Step 3: Recreate Forms & Surveys in GHL Customer Care
  4. Step 1: Export Form Responses from Typeform
  5. Step 2: Prepare CSV for GHL Customer Care Import
  6. Step 3: Import Contacts into GHL Customer Care
  7. Step 4: Review Imported Data
  8. Step 1: Review Existing Automations in TypeForm
  9. Step 2: Recreate Automations in GHL Customer Care
  10. Step 1: Document and Remove TypeForm Domain
  11. Step 2: Add 301 redirect in GHL Customer Care
  12. Step 3: Add API Domain in GHL Customer Care
  13. Step 4: Document Forms with QR Codes in TypeForm
  14. Step 5: Add QR codes in GHL Customer Care
  15. Step 1: Export Reports from TypeForm
  16. Step 2: Save the Report as a PDF
  17. Step 3: Form Submissions and Dashboard Widget Reporting

This comprehensive guide outlines the steps to effectively migrate forms, surveys, and associated data from Typeform to GHL Customer Care. The goal is to ensure a smooth transition while maximizing the use of GHL Customer Care’s comprehensive features such as CRM integration, marketing automation, and advanced analytics.

IMPORTANT: Make sure you migrate all of the following components when switching over from Typeform to GHL Customer Care.
1. Forms
2. Contacts
3. Automations
4. Domains & QR codes
5. Reports

TABLE OF CONTENTS

Migrate Forms

Typeform helps user collect information through forms, surveys, and polls and all responses can be downloaded in a CSV.

Step 1: View TypeForms

  • Log in to TypeForm: Log in to access your Workspace and manage all forms and surveys.
  • View Form Questions: Click on each form to view each form question on the left side of the form preview screen.
  • Document Existing Automations: Review any existing automation sequences in Typeform, including form logic, calculations, email validation, and notifications.

Step 2: Recreate Questions in GHL Customer Care

  • Log in to GHL Customer Care: Go to Contacts > Settings > Custom Fields.
  • Recreate form questions: Add Custom Value Folders for all Form Questions. Manually add these as custom fields, matching their data types.

Step 3: Recreate Forms & Surveys in GHL Customer Care

  • Recreate Forms and Surveys: Create Individual forms and surveys and add their corresponding questions.
  • Recreate Form Design: Use GHL Customer Care’s customization options to match the design and branding of the original TypeForm.
  • Add Form Builder Automations: Replicate any existing automation sequences in Typeform, including logic, calculations, email/phone validation, and notifications. Several settings can be built within the form builder. Remaining automations are built at the Automation Step.
  • Test Forms: Test Forms and ensure they perform correctly.
Step 3: Recreate Forms & Surveys in GHL Customer Care (image 1 of 7) What this shows Recreate Forms and Surveys: Create Individual forms and surveys and add their corresponding questions. What this shows Illustrates the "Step 3: Recreate Forms & Surveys in GHL Customer Care" section of "Typeform to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 3: Recreate Forms & Surveys in GHL Customer Care" section of "Typeform to GHL Customer Care (Migration Guide)". The text alongside this image reads: Recreate Forms and Surveys: Create Individual forms and surveys and add their corresponding questions. Recreate Form Design: Use GHL Customer Care’s customization options to match the design and branding of the original TypeForm. Add Form Builder Automations: Replicate any existing automation…. Immediately after, the guide continues: Unlike GHL Customer Care, Typeforms doesn't require email or phone for each form submission. You must only export form responses that have phone and email fields to migrate to GHL Customer Care Contacts. Image 1 of 7 What this coversRecreate Forms and Surveys: Create Individual forms and surveys and add their corresponding questions. Recreate Form Design: Use GHL Customer Care’s customization options to match the design and branding of the original TypeForm. Add Form Builder Automations: Replicate any existing automation sequences in Typeform, including logic, calculations, email/phone validation, and notifications. Several settings can be built within the form builder. Remaining automations are built at the Automation Step. Test Forms: Test Forms and ensure they perform correctly. Next stepUnlike GHL Customer Care, Typeforms doesn't require email or phone for each form submission. You must only export form responses that have phone and email fields to migrate to GHL Customer Care Contacts.
All 4 steps in this procedure
  1. Recreate Forms and Surveys: Create Individual forms and surveys and add their corresponding questions.
  2. Recreate Form Design: Use GHL Customer Care’s customization options to match the design and branding of the original TypeForm.
  3. Add Form Builder Automations: Replicate any existing automation sequences in Typeform, including logic, calculations, email/phone validation, and notifications. Several settings can be built within the form builder. Remaining automations are built at the Automation Step.
  4. Test Forms: Test Forms and ensure they perform correctly.

Step 3: Recreate Forms & Surveys in GHL Customer Care (image 2 of 7) What this shows Recreate Forms and Surveys: Create Individual forms and surveys and add their corresponding questions. What this shows Illustrates the "Step 3: Recreate Forms & Surveys in GHL Customer Care" section of "Typeform to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 3: Recreate Forms & Surveys in GHL Customer Care" section of "Typeform to GHL Customer Care (Migration Guide)". The text alongside this image reads: Recreate Forms and Surveys: Create Individual forms and surveys and add their corresponding questions. Recreate Form Design: Use GHL Customer Care’s customization options to match the design and branding of the original TypeForm. Add Form Builder Automations: Replicate any existing automation…. Immediately after, the guide continues: Unlike GHL Customer Care, Typeforms doesn't require email or phone for each form submission. You must only export form responses that have phone and email fields to migrate to GHL Customer Care Contacts. Image 2 of 7 What this coversRecreate Forms and Surveys: Create Individual forms and surveys and add their corresponding questions. Recreate Form Design: Use GHL Customer Care’s customization options to match the design and branding of the original TypeForm. Add Form Builder Automations: Replicate any existing automation sequences in Typeform, including logic, calculations, email/phone validation, and notifications. Several settings can be built within the form builder. Remaining automations are built at the Automation Step. Test Forms: Test Forms and ensure they perform correctly. Next stepUnlike GHL Customer Care, Typeforms doesn't require email or phone for each form submission. You must only export form responses that have phone and email fields to migrate to GHL Customer Care Contacts.

Migrate Contacts

Unlike GHL Customer Care, Typeforms doesn't require email or phone for each form submission. You must only export form responses that have phone and email fields to migrate to GHL Customer Care Contacts.

Step 1: Export Form Responses from Typeform

  • Export Typeform Data: Access their form in My Workspace, navigate to Results, and select Responses.
  • Download Data: Use the checkbox to select all responses. Click the download icon at the top right to download all form responses in CSV format for backup.
Step 1: Export Form Responses from Typeform (image 3 of 7) What this shows Export Typeform Data: Access their form in My Workspace, navigate to Results, and select Responses. What this shows Illustrates the "Step 1: Export Form Responses from Typeform" section of "Typeform to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 1: Export Form Responses from Typeform" section of "Typeform to GHL Customer Care (Migration Guide)". The text alongside this image reads: Export Typeform Data: Access their form in My Workspace, navigate to Results, and select Responses. Download Data: Use the checkbox to select all responses. Click the download icon at the top right to download all form responses in CSV format for backup. Immediately after, the guide continues: Check Date Formats: Ensure all date fields in the CSV are in the YYYY-MM-DD format. This is essential for compatibility with GHL Customer Care. Encode Special Characters: Make sure the CSV file uses UTF-8 character encoding to properly…. Image 3 of 7 What to chooseExport Typeform Data: Access their form in My Workspace, navigate to Results, and select Responses. Download Data: Use the checkbox to select all responses. Click the download icon at the top right to download all form responses in CSV format for backup. Next stepCheck Date Formats: Ensure all date fields in the CSV are in the YYYY-MM-DD format. This is essential for compatibility with GHL Customer Care. Encode Special Characters: Make sure the CSV file uses UTF-8 character encoding to properly handle special and accented characters. Clean Up Data: Remove any line breaks, emojis, and unnecessary special characters from the file. This step helps prevent import errors. Recreate Custom Fields: Log in to GHL Customer Care and navigate to Contacts > Settings > Custom Fields. Add custom fields to store contact data in a similar way to how they were stored in Typeform.
All 2 steps in this procedure
  1. Export Typeform Data: Access their form in My Workspace, navigate to Results, and select Responses.
  2. Download Data: Use the checkbox to select all responses. Click the download icon at the top right to download all form responses in CSV format for backup.

Step 2: Prepare CSV for GHL Customer Care Import

  • Check Date Formats: Ensure all date fields in the CSV are in the YYYY-MM-DD format. This is essential for compatibility with GHL Customer Care.
  • Encode Special Characters: Make sure the CSV file uses UTF-8 character encoding to properly handle special and accented characters.
  • Clean Up Data: Remove any line breaks, emojis, and unnecessary special characters from the file. This step helps prevent import errors.
  • Recreate Custom Fields: Log in to GHL Customer Care and navigate to Contacts > Settings > Custom Fields. Add custom fields to store contact data in a similar way to how they were stored in Typeform.

Step 3: Import Contacts into GHL Customer Care

  • Log in to GHL Customer Care: Navigate to the Contacts section using the left-hand menu.
  • Start Import Process: Click the Import Contacts button.
  • Upload CSV File: Select and upload the prepared CSV file.
  • Map Fields: GHL Customer Care will prompt you to map the fields from the CSV file to the corresponding fields in GHL Customer Care. For example, map “First Name” in the CSV to “First Name” in GHL Customer Care.
    • Field Mapping Tip: Ensure all required fields are correctly mapped. If a field in your CSV does not have a corresponding field in GHL Customer Care, you may need to create a custom field in GHL Customer Care before proceeding.
  • Assign Tags and Lists: During the import process, you can assign contacts to specific lists and apply tags. Consider applying a tag that indicates the source of the contacts, such as “Typeform Import.”
  • Complete Import: After mapping all fields and setting tags/lists, click Import. GHL Customer Care will process the import, and the contacts will be added to your account.

Step 4: Review Imported Data

  • Review: Check that all data imported into GHL Customer Care, including contacts and form submissions, is accurate and complete.
  • Cross-Check with Typeform Data: Compare the data in GHL Customer Care with the original Typeform data to ensure no discrepancies.

Migrate Automation and Follow-Ups

Automation in Typeform can be built in-app or by using Slack, Zapier, or webhooks.

Step 1: Review Existing Automations in TypeForm

  • Review any remaining automation sequences in Typeform: Access settings by clicking the gear icon. If they cannot be created in the Form Builder, may be created in GHL Customer Care workflows, like follow up messaging, integrations, and webhooks.

Step 2: Recreate Automations in GHL Customer Care

  • Set up triggers and actions: Use GHL Customer Care’s automation workflows to set up similar sequences that cannot be built inside form builder, such as sending follow-up emails or triggering CRM actions based on form responses.
  • Test Automations: Ensure that each automation triggers correctly and performs as expected when forms are submitted.
Step 2: Recreate Automations in GHL Customer Care (image 4 of 7) What this shows Set up triggers and actions: Use GHL Customer Care’s automation workflows to set up similar sequences that cannot be built inside form… What this shows Illustrates the "Step 2: Recreate Automations in GHL Customer Care" section of "Typeform to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 2: Recreate Automations in GHL Customer Care" section of "Typeform to GHL Customer Care (Migration Guide)". The text alongside this image reads: Set up triggers and actions: Use GHL Customer Care’s automation workflows to set up similar sequences that cannot be built inside form builder, such as sending follow-up emails or triggering CRM actions based on form responses. Test Automations: Ensure that each automation triggers correctly and…. Immediately after, the guide continues: You must migrate the domain so the customer can continue to use this for GHL Customer Care forms and leads can access previous custom links. Forms can be shared with custom QR Codes. Recreate any QR codes for forms in GHL Customer Care. Image 4 of 7 What this coversSet up triggers and actions: Use GHL Customer Care’s automation workflows to set up similar sequences that cannot be built inside form builder, such as sending follow-up emails or triggering CRM actions based on form responses. Test Automations: Ensure that each automation triggers correctly and performs as expected when forms are submitted. Next stepYou must migrate the domain so the customer can continue to use this for GHL Customer Care forms and leads can access previous custom links. Forms can be shared with custom QR Codes. Recreate any QR codes for forms in GHL Customer Care.
All 2 steps in this procedure
  1. Set up triggers and actions: Use GHL Customer Care’s automation workflows to set up similar sequences that cannot be built inside form builder, such as sending follow-up emails or triggering CRM actions based on form responses.
  2. Test Automations: Ensure that each automation triggers correctly and performs as expected when forms are submitted.
Step 2: Recreate Automations in GHL Customer Care (image 5 of 7) What this shows Set up triggers and actions: Use GHL Customer Care’s automation workflows to set up similar sequences that cannot be built inside form… What this shows Illustrates the "Step 2: Recreate Automations in GHL Customer Care" section of "Typeform to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 2: Recreate Automations in GHL Customer Care" section of "Typeform to GHL Customer Care (Migration Guide)". The text alongside this image reads: Set up triggers and actions: Use GHL Customer Care’s automation workflows to set up similar sequences that cannot be built inside form builder, such as sending follow-up emails or triggering CRM actions based on form responses. Test Automations: Ensure that each automation triggers correctly and…. Immediately after, the guide continues: You must migrate the domain so the customer can continue to use this for GHL Customer Care forms and leads can access previous custom links. Forms can be shared with custom QR Codes. Recreate any QR codes for forms in GHL Customer Care. Image 5 of 7 What this coversSet up triggers and actions: Use GHL Customer Care’s automation workflows to set up similar sequences that cannot be built inside form builder, such as sending follow-up emails or triggering CRM actions based on form responses. Test Automations: Ensure that each automation triggers correctly and performs as expected when forms are submitted. Next stepYou must migrate the domain so the customer can continue to use this for GHL Customer Care forms and leads can access previous custom links. Forms can be shared with custom QR Codes. Recreate any QR codes for forms in GHL Customer Care.
All 2 steps in this procedure
  1. Set up triggers and actions: Use GHL Customer Care’s automation workflows to set up similar sequences that cannot be built inside form builder, such as sending follow-up emails or triggering CRM actions based on form responses.
  2. Test Automations: Ensure that each automation triggers correctly and performs as expected when forms are submitted.

Migrate Form Domains & QR Codes

You must migrate the domain so the customer can continue to use this for GHL Customer Care forms and leads can access previous custom links. Forms can be shared with custom QR Codes. Recreate any QR codes for forms in GHL Customer Care.

Step 1: Document and Remove TypeForm Domain

  • Document TypeForm Custom Domain: Click the organization avatar in the upper left-hand corner and go to Admin settings.
  • Remove TypeForm Custom Domain:  On the Admin settings page, click Change URL. Choose the Custom domain radio button and click Confirm.

Step 2: Add 301 redirect in GHL Customer Care

  • Setup a Redirect: go to Sites > URL Redirects
  • Test Sharing and Accessibility: Test each form’s accessibility across various platforms and devices to ensure a smooth user experience.

Step 3: Add API Domain in GHL Customer Care

  • Rebrand Forms with Domains: go to Settings > Business Profile

Step 4: Document Forms with QR Codes in TypeForm 

  • Log into Typeform: To get to the Share panel, open up a form and click Share. The last icon gives you a QR code, which you can also use to share your form.

Step 5: Add QR codes in GHL Customer Care

  • Create QR Code: go to Sites > QR Codes > Create QR code. Add Name and Select QR Type as Website and click on Next.
  • Attach GHL Customer Care Form URLs: Add your GHL Customer Care form URLs here. You can change this website URL later incase you want to redirect your users to a new link.
  • Test and Share: For analytics related to QR codes, go to QR Codes > Analytics
Step 5: Add QR codes in GHL Customer Care (image 6 of 7) What this shows Create QR Code: go to Sites > QR Codes > Create QR code. What this shows Illustrates the "Step 5: Add QR codes in GHL Customer Care" section of "Typeform to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 5: Add QR codes in GHL Customer Care" section of "Typeform to GHL Customer Care (Migration Guide)". The text alongside this image reads: Create QR Code: go to Sites > QR Codes > Create QR code. Add Name and Select QR Type as Website and click on Next. Attach GHL Customer Care Form URLs: Add your GHL Customer Care form URLs here. You can change this website URL later incase you want to redirect your users to a new link. Test and Share…. The navigation path used here is Sites > QR Codes > Create QR. Immediately after, the guide continues: Users who cancel their paid Typeform subscriptions will not be able to view or create reports after their plan cancellation goes into effect. This report only supports aggregated form responses. Contact Info, and Address question types…. Path: Sites > QR Codes > Create QRImage 6 of 7 What to fill inCreate QR Code: go to Sites > QR Codes > Create QR code. Add Name and Select QR Type as Website and click on Next. Attach GHL Customer Care Form URLs: Add your GHL Customer Care form URLs here. You can change this website URL later incase you want to redirect your users to a new link. Test and Share: For analytics related to QR codes, go to QR Codes > Analytics Next stepUsers who cancel their paid Typeform subscriptions will not be able to view or create reports after their plan cancellation goes into effect. This report only supports aggregated form responses. Contact Info, and Address question types are currently not supported.
All 3 steps in this procedure
  1. Create QR Code: go to Sites > QR Codes > Create QR code. Add Name and Select QR Type as Website and click on Next.
  2. Attach GHL Customer Care Form URLs: Add your GHL Customer Care form URLs here. You can change this website URL later incase you want to redirect your users to a new link.
  3. Test and Share: For analytics related to QR codes, go to QR Codes > Analytics

Exporting and Generating New Data

Users who cancel their paid Typeform subscriptions will not be able to view or create reports after their plan cancellation goes into effect. This report only supports aggregated form responses. Contact Info, and Address question types are currently not supported.

Step 1: Export Reports from TypeForm

  • Generate Report: Open your form from your Workspace, and click on the Results panel, and then Summary. Click Generate a report.
    • A new screen will open, where you can see and share your report.
    • Show answers to open-ended questions in your report by clicking the toggle on the left.
    • Display all open-ended questions so it is included in the report. 
Step 1: Export Reports from TypeForm (image 7 of 7) What this shows Generate Report: Open your form from your Workspace, and click on the Results panel, and then Summary. What this shows Illustrates the "Step 1: Export Reports from TypeForm" section of "Typeform to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 1: Export Reports from TypeForm" section of "Typeform to GHL Customer Care (Migration Guide)". The text alongside this image reads: Generate Report: Open your form from your Workspace, and click on the Results panel, and then Summary. Click Generate a report. Immediately after, the guide continues: Click the Print button to print your report: A new tab will open in your browser with a option to Save as PDF. Upload this to Cloud Storage for safekeeping. Image 7 of 7 What to clickGenerate Report: Open your form from your Workspace, and click on the Results panel, and then Summary. Click Generate a report. Next stepClick the Print button to print your report: A new tab will open in your browser with a option to Save as PDF. Upload this to Cloud Storage for safekeeping.

Step 2: Save the Report as a PDF

  • Click the Print button to print your report: A new tab will open in your browser with a option to Save as PDF. Upload this to Cloud Storage for safekeeping.

Step 3: Form Submissions and Dashboard Widget Reporting

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