Typeform
Close Contacts5 fieldsHow to import Typeform data into Close
Typeform exports use your question text as column headers, so every form is different. This template handles the most common contact-capture pattern. The two name questions combine into Close's single Name field. Most forms word their questions differently from the headers below, so you'll adjust the column mapping in Operelio after uploading.
Field-by-field mapping
This is the complete column mapping from Typeform to Close. The left column is the header in your CSV export. The right column is the Close field it should map to.
| Typeform column | Close field | |
|---|---|---|
| What is your first name? + What is your last name? | Name*name Close uses a single Name field on the Contact, so we combine the two Typeform answers into one. TransformFirst name and last name combined with a space | |
| What is your email address? | Emailemail TransformLowercased and trimmed | |
| What is your phone number? | Phonephone TransformStandardized to international format (+1, +44, etc.) | |
| What is your job title? | Titletitle | |
| What company do you work for? | Companycompany |
Required by Close.
Formatting and cleanup
Typeform exports rarely match the format Close expects. Fix these before you import.
- 1.Combines the first name and last name answers into Close's single name field
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
- 4.Renames Typeform question columns to Close's lowercase API names
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Typeform export and download a clean, import-ready file for Close.
Typeform to Close FAQ
How do I export responses from Typeform?
In Typeform, open your form, click Results, then click Download All Responses to get a CSV.
Does this create Leads or Contacts in Close?
This template creates Contact records. Close models prospects as Leads with associated Contacts. After import, use Close's bulk-edit tools to associate the Contacts to Leads, typically one Lead per submitter.
My form's questions are worded differently. Will this template still work?
Yes. Typeform uses your question text as the column header, so every form's CSV is different. After uploading to Operelio, adjust the column mapping to match your specific questions.
Will this create duplicate contacts in Close?
Close groups contacts under their Lead (company) record. Within a Lead, Close dedupes contacts on email; across different Leads the same email can appear twice. If a Lead with the same Company name already exists, new contacts attach to it, otherwise a new Lead is created. Spot-check or use Close's bulk-merge tools if you re-import the same export.
Where do I import the CSV into Close?
In Close, go to Settings, then Imports, and upload the file Operelio produces. The import wizard handles Contact creation and the association to Leads as a follow-up step.
