Fillout is the new form-building platform used at InvestorKit for all internal and client-facing data collection needs.
It has replaced Typeform across the business due to its powerful integrations with Attio (our CRM), Ortto (our email marketing platform), and other key systems that support streamlined operations across marketing, sales, and client success.
Important Update
22 March 2025 marked the last day of our use of Typeform.
While we continue to use VideoAsk for certain interactive flows, all existing Typeforms have been migrated to Fillout. This change supports stronger connections with our tech stack and brings increased speed, flexibility, and control over our form processes.
- All previous Typeform entries can now be found under Responses in Fillout.
- If you had any Typeforms embedded in emails, documents, or workflows — please update those links to the new Fillout versions.
- For any questions about a specific form or response data, reach out via helpdesk@investorkit.com.au
Why Fillout?
Function | Description |
Client & Lead Forms | Capture inquiries, onboarding information, qualification data |
Internal Data Collection | Submit feedback, internal requests, team inputs |
CRM Integration | Directly connects with Attio to update or enrich client records |
Marketing Sync | Seamlessly links with Ortto for automated journeys and segmentation |
Custom Logic & Design | Build complex flows with branching logic while keeping the UI clean |
Fillout gives InvestorKit full control over data flow between client touchpoints, CRM, and marketing platforms - improving accuracy, speed, and automation.
Getting Started
To access the platform:
- Visit www.fillout.com
- Sign in using your InvestorKit credentials (Google login)
- Navigate to your workspace or search for a form by title
- Review submissions by clicking into any form and selecting the Responses tab
Training & Resources
- Fillout Help Center: Setup guides, logic rules, integrations, and more
- Form building 101: How to create forms with logic, conditional rules, and styled layouts
- Integration tutorials: Connecting forms to Attio & Ortto based workflows (coming soon)
- Managing responses: Review, export, and manage entries with in-platform tools
Best Practices
- Follow your team’s SOP for naming conventions and folder structure
- Always test forms before going live - use test submissions to validate logic and integrations
- Use Attio tagging and field matching to keep data synced and organised
- Avoid duplicating forms unless necessary - clone templates when required
- Check the Responses section regularly if your team owns form submissions or uses them in workflows
Support
If you need help building a form, setting up integrations, accessing migrated Typeform responses, or updating links:
- Submit a Helpdesk ticket via helpdesk@investorkit.com.au
- Reach out to the Operations or Marketing team depending on the form’s purpose
- Use the Fillout Help Center for platform specific guidance