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Typeform
Forms and scheduling

Capitaly + Typeform

Collect investor interest and pitch submissions

Forms and scheduling

What Capitaly does with Typeform

Collect investor interest and pitch submissions

Capitaly uses Typeform to turn interest into booked time.

Links in outreach

Your Typeform link offered the moment an investor agrees to talk.

Bookings on the pipeline

Each booking logged against the investor, with the next step set.

Details to the CRM

What investors submit through Typeform added to their record.

Typeform

How it works

01

Connect Typeform

Link your Typeform account to Capitaly in a few clicks.

02

Tell Capitaly what to do

Give the instruction in plain words, like you would to anyone on the team.

03

Approve and track

Nothing goes out through Typeform without your sign off, and every action is logged.

More integrations

Forms and scheduling