Skill אוטומציית טפסים — Typeform / Tally / Google Forms ל-Claude

מתי להשתמש

"Typeform", "Tally", "Google Forms", "Lead capture", "Form webhook", "Conditional logic", "Form to CRM", "Survey automation".

הוראות עבודה

1. Forms Tools — Comparison

2. Typeform — Deep Dive

Strengths

• Conversational UX (1 question at a time).
• Logic jumps (conditional flow).
• Hidden fields (track UTM, etc.).
• Calculator (lead score in form).
• 500+ integrations (Zapier, native HubSpot/Salesforce).
• A/B testing.

Pricing 2026

חיסרון: completion rates נמוכים אם ארוך מדי (>10 שאלות).

3. Tally — Free & Generous

Strengths

• Free unlimited forms + responses.
• Notion-style UX.
• Logic, calculations, payments.
• Webhook outgoing.
• White-label ב-Pro.

Pricing 2026

• Free: unlimited forms, basic features.
• Pro: $29/m — branding removal, file uploads, advanced.

Best free option for early-stage startups.

4. Google Forms

Strengths

• Free.
• Native Google Workspace.
• Auto Sheets export.
• Easy sharing.

Weaknesses

• Basic UX.
• Limited logic.
• No webhook native (use Apps Script or Zapier).
• No design customization.

Best for: internal forms, surveys, quick polls.

5. Webhook Strategies

Pattern A — Direct to Endpoint

Form submit → Webhook → Custom server (Lambda/etc)
                    → Validate, enrich, save to DB
                    → Trigger downstream actions

Pattern B — iPaaS Middleman

Form → Zapier/Make/n8n →
- Validate
- CRM (Salesforce/HubSpot)
- Slack notify
- Calendar invite
- Email confirmation

Pattern C — Multi-Webhook

Form → Webhook 1 (Zapier) → CRM
     → Webhook 2 (Custom) → Internal DB
     → Webhook 3 (Pipedream) → Slack

6. Common Lead Capture Flows

Stack 1 — Marketing Site Lead

Typeform on /contact →
Webhook → Make scenario:
1. Lookup company in Clearbit (enrichment)
2. Score in custom logic
3. Create HubSpot Contact + Deal
4. Add to nurture sequence
5. Round-robin assign to AE
6. Slack notify #sales
7. Send Calendly link via email

Stack 2 — Demo Request

Tally form (free) → Webhook → n8n:
1. Check existing customer (Salesforce)
2. If existing → priority routing to CSM
3. If new → AE routing
4. Auto-book via Chili Piper
5. Pre-call email sequence

Stack 3 — Support Ticket

Google Form → Apps Script →
1. Create Zendesk ticket
2. Assign by category
3. Slack channel notify
4. Auto-respond to customer

7. Conditional Logic Patterns

Branching

Q1: "What's your role?"
├── CTO → Q2-CTO (technical)
├── Marketing → Q2-Marketing (use cases)
└── Other → Q2-Other (general)

Skip Logic

Q1: "Are you a current customer?"
├── Yes → skip to billing question
└── No → ask product interest

Calculations (Typeform)

Q1: "How many users?" → score += value
Q2: "Industry?" → score += weight by industry
Q3: "Timeline?" → score += urgency multiplier
End: score → route to appropriate flow

8. Lead Scoring in Form

Score = 
  (company_size × 0.3) +
  (budget_match × 0.4) +
  (urgency × 0.2) +
  (role_seniority × 0.1)

If score > 80 → AE direct + immediate Calendly
If score 50-80 → SDR follow up within 24h
If score < 50 → nurture sequence

9. Integration with CRM

HubSpot

• Native integrations: Typeform, Tally, HubSpot Forms.
• Smart Forms — pre-fill known users.
• Workflows trigger on form submission.

Salesforce

• Web-to-Lead built-in.
• Typeform/Tally → Zapier → Salesforce Lead/Contact.
• Form Assembly (premium) — robust SF integration.

10. Anti-Spam — Critical

Honeypot

• Hidden field that bots fill.
• If filled → reject submission.

CAPTCHA

• Google reCAPTCHA v3 (invisible).
• Cloudflare Turnstile (privacy-friendly).

Rate Limiting

• Max submissions per IP per hour.
• Check email domain blocklist.

Validation

• Email format + MX record check.
• Phone format (international).
• Required fields.

Without anti-spam: 30%+ form submissions ייתכן ויהיו spam.

11. GDPR / Privacy

Required

• Privacy policy link.
• Consent checkbox (explicit opt-in).
• Data retention policy.
• Right to deletion.

Israeli Context

• חוק הגנת הפרטיות.
• אם ל-EU residents — GDPR.
• Opt-in נדרש למרקטינג.

12. Best Practices

Form Design

• Less is more — 5-7 שאלות מקסימום.
• Progressive disclosure — שאל רק את הקריטי.
• Mobile-first — 60%+ submissions בנייד.
• Single column — completion rate גבוה יותר.
• Required fields minimal — אופציונלי כלשפ.

Conversion Optimization

• Multi-step > one-page ל-forms ארוכים.
• Progress bar — reduces drop-off.
• Save draft ל-forms ארוכים.
• Thank you page — clear next step.

Post-Submit

• Immediate confirmation email.
• Slack/CRM notification.
• Auto-route based on data.
• Analytics — track conversion funnel.

13. Israeli Specifics

• Hebrew RTL: Typeform ✅, Tally ✅, Google ✅, Jotform ✅.
• Phone format: +972 with parser.
• ת"ז validation: custom regex/validator.
• חברה ע"מ check: API ל-רשם החברות.
• WhatsApp follow-up integration (ראה skill נפרד).

קלט נדרש

פלט צפוי

כללי עבודה

• פלט בעברית, מונחים מקצועיים באנגלית
• מטבע: $ + ₪
• pricing 2026 + cost transparency
• always include anti-spam

דגלים אדומים

• 🚨 No anti-spam — 30%+ junk leads.
• 🚨 Form 20+ שאלות — completion < 10%.
• 🚨 No webhook — manual export, error-prone.
• ⚠️ No GDPR consent — חשיפה משפטית.
• ⚠️ Form without mobile test — 60% של users יפסידו.

הערות חשובות

• Tally = הנחתום הזול והטוב ל-startups (free).
• Typeform = best UX אבל יקר ב-scale.
• Google Forms = internal only.
• HubSpot Forms = אם כבר HubSpot user.
• Lead enrichment — Clearbit/Apollo משלימים את הfields חסרים.
• AI form fill — Claude/GPT לprefill מ-LinkedIn URL.

פרומפט לדוגמה

Lead capture form ל-startup ישראלי. Typeform או Tally?

Demo request → HubSpot → Slack → Chili Piper. flow.

Form עם lead scoring מובנה. דוגמה.

© 2026 Automation Expert Pro | גרסה 1.1.0