Typeform is great at capturing answers and terrible at what comes after. Every submission lands in a results tab, and you are left chasing the lead by email while they wonder if you got it. This Typeform to client portal converter closes that gap. It turns each submission into a tracked record inside a portal where the client logs in and follows their own project. It is made for the consultant, the agency owner, the race director, and the importer who wants intake to feel like a real system, not a form and a shrug.
Taskade Genesis reads your Typeform fields and builds the portal from one prompt. The Quick Apps Lead Capture app is live on this page — try it, then clone and own it in one click.
What's Included
- Lead-to-portal records: Each Typeform submission becomes a client record with stage, owner, and full history instead of a buried spreadsheet row.
- Client logins (on every plan): Clients sign in, you match their records to that login, and they see only their own project, files, and updates.
- Connected projects: Leads link to their deals, deliverables, and conversations, so nothing falls through the cracks between intake and delivery.
- AI Agent: Ask "which new leads still need a reply?" or "who owes me money?" and get the answer pulled straight from your records.
- Automations: A new Typeform submission creates the record, sends the first follow-up, and assigns an owner — without you touching a thing.
How To Use
- Clone this app into your workspace in one click.
- Describe your Typeform questions and Taskade Genesis maps them to client record fields.
- Choose the project views that fit — a Board for your pipeline, a Table for the full list.
- Connect the intake trigger so each submission lands as a live record automatically.
- Hand clients a login and let the automations run the follow-up while you focus on the work.
See more live client portals in the Community Gallery, or shape the intake replies with custom AI agents.