Operelio
TypeformFreshsales

How to import Typeform into Freshsales

6 of the 6 columns in a Typeform export, mapped into 6 Freshsales fields under Freshsales' own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Typeform export first

Built on Typeform’s export columnsChecked against Freshsales’ import rulesUpdated October 3, 2026

One Typeform row, through the templatecopied as it ischanged on the way
  • What is your first name? to First NamePriya
  • What is your last name? to Last NameNair
  • What is your email address? to Emaillowercasedpriya.nair@cavendish.example.com
  • What is your phone number? to Work Number+1 503-555-0181
  • What company do you work for? to Company NameCavendish Legal
  • What is your job title? to Job TitleIT Director

Check your Typeform export before you import it

Looks for the 6 columns this template reads, and what Freshsales would skip.

Drop your Typeform CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Typeform to Freshsales in three steps

Step 1Export from Typeform
  1. Open the form, click Results, then Responses.
  2. Select the header checkbox for every response, or pick individual ones.
  3. Click the Export icon.
  4. Choose CSV or XLSX and click Export.

You can't export responses from the mobile builder.

Typeform: Export your responses
Step 2Paste into the template
  1. Paste the export at A1 of Paste Typeform export here.
  2. Start here checks all 6 columns were found.
  3. Save Freshsales Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 6 headers as a CSV

Step 3Import into Freshsales
  1. Go to Contacts in the left navigation bar and choose Import from CSV/XLSX.
  2. Choose contacts only, or accounts along with contacts, and upload the file.
  3. Check the field mapping and set the date format.
  4. Choose whether to create new records, update existing ones or both, and who owns them.
  5. Click Import Now.
Freshsales' importer, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification from Starter.

Use this template in Operelio

Questions

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.

Duplicates and undoing an import: Freshsales import questions.

Try this template free

Upload your Typeform export and download a file Freshsales can import. No credit card needed.

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