How to use monday.com Forms for client intake?
Currently paying $35/month for Typeform to handle client project intake. I see monday.com has Forms — can it replace Typeform? Our current Typeform collects: • Client contact info • Project type (dropdown) • Budget range • Timeline/deadline • Project description (long text) • File attachments (logos, brand guidelines) Can monday.com Forms do all this? Can I: • Customize the design/branding? • Add conditional logic (show questions based on previous answers)? • Get email notifications when forms are submitted? • Auto-assign based on project type? Would love to hear from anyone who made the switch!
2 Answers
Made the switch from Typeform 6 months ago. Here's what you need to know:
What monday.com Forms CAN do: • All your field types (text, dropdown, date, long text, file upload) • Custom branding (logo, colors, cover image) • Email notifications on submission (via automation) • Auto-assignment based on dropdown selection • Pre-fill fields via URL parameters
What it CAN'T do (vs Typeform): • Conditional logic (show/hide questions) — this is the big one • Calculated fields • Payment collection • Advanced design customization • Logic jumps
The workaround for conditional logic: Create separate forms for different project types, then use a 'router' form that asks 'What type of project?' and redirects to the appropriate form.
Auto-assignment setup: Automation: 'When item created and Project Type is Website, assign to Sarah'
My verdict: If you need simple intake without complex logic, monday.com Forms is perfect and saves you money. If you rely heavily on conditional questions, stick with Typeform or JotForm.
We saved $35/month and gained automatic project creation. Worth it for us.
One huge advantage of monday.com Forms: No more copy-paste from form submissions into your project board.
With Typeform, we had to manually create project cards from submissions. With monday.com Forms, submissions ARE the project cards. Instant workflow.
Pro tips for intake forms:
1. Use the 'Hidden' field type to capture source (e.g., which landing page they came from)
2. Set default values for internal fields — we auto-tag submissions with 'New Lead' status and 'Needs Review' priority
3. Add a confirmation message with next steps — reduces 'did you get my form?' emails
4. Connect to your CRM board using automations — when intake form submitted, also create contact in CRM
Limitation workaround: For conditional logic, we use a two-step process: 1. Simple monday.com Form for initial qualification 2. Qualified leads get a Calendly link to book a call
This actually improved our conversion — personal touch beats long forms.