Typeform Connection
OVERVIEW
Connect your Typeform forms to your CRM. When a form is submitted, the submitters information will be sent to PlusThis and we will pass that information into your CRM and create a contact if necessary, and update fields and apply a tags on the record depending on your configuration.
INTEGRATIONS NEEDED FOR TYPEFORM CONNECTION
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Getting Started with Typeform Connection
Typeform Connection Configuration Options
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Connect Typeform and Select Form
1
Select Form
In the provided drop-down, select the form you would like to have PlusThis integrate into your CRM app.
Select Email Option
PlusThis is only able to create contacts for forms that request email addresses in them.
2
Select which question requests the email address
The email address must be requested in an "Email" type question. Select the question in the drop-down and then click on "Add Question Configuration."
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click image to enlarge
Add Question Configuration
a
Question selection
Upon clicking the "Add Question Configuration" button you will see a pop up with a list of unconfigured questions from your form. Select which question you would like to configure next. Depending on the question type, you may see different configuration options. In the step below, select which question type you are attempting to configure to see configuration options.
b
Question Types
PlusThis is only able to configure questions that match the following types.
Which type of question are you trying to configure?
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
- Email
Which type of question are you trying to configure?
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
Multiple Choice
a
Select where you would like the response to be stored
Select fields where you would like to store the form response.
b
Add response configuration
If you'd like to add a tag based on the submitted response, you can do so by adding a response configuration. You can select the response configuration condition (is/isn't) and then select an option and a tag that you want to be applied if the response submitted matches.
Create additional response configurations for each condition you would like to account for.
Create additional response configurations for each condition you would like to account for.
c
Choose what do to next
Add another question configuration if you have any remaining questions you would like to configure. Select which question type you would like to configure next:
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
- Email
If you are done configuring questions, click here.
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
If you are done configuring questions, click here.
click image to enlarge
click image to enlarge
Phone Number and Email
a
Select where you would like the response stored
Select fields where you would like to store the form response.
b
Add response configuration
If you'd like to add a tag based on the submitted response, you can do so by adding a response configuration. You can select the response configuration condition (contains/doesn't contain) and then select an option and a tag that you want to be applied if the response submitted matches.
Create additional response configurations for each condition you would like to account for.
Create additional response configurations for each condition you would like to account for.
c
Choose what to do next
Add another question configuration if you have any remaining questions you would like to configure. Select which question type you would like to configure next:
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
- Email
If you are done configuring questions, click here.
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
If you are done configuring questions, click here.
Short and Long Text
a
Select where you would like the response stored
Select fields where you would like to store the form response.
b
Add response configuration
If you'd like to add a tag based on the submitted response, you can do so by adding a response configuration. You can select the response configuration condition (contains/doesn't contain), then select an option, configure whether or not the response should be case sensitive or not, and a tag that you want to be applied if the response submitted matches.
Create additional response configurations for each condition you would like to account for.
Create additional response configurations for each condition you would like to account for.
c
Choose what to do next
Add another question configuration if you have any remaining questions you would like to configure. Select which question type you would like to configure next:
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
- Email
If you are done configuring questions, click here.
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
If you are done configuring questions, click here.
click image to enlarge
click image to enlarge
Picture Choice
a
Select where you would like the response stored
Select fields where you would like to store the form response.
b
Add response configuration
If you'd like to add a tag based on the submitted response, you can do so by adding a response configuration. You can select the response configuration condition (is/isn't) and then select an option and a tag that you want to be applied if the response submitted matches.
The response that will be stored in your CRM app will be the label of the picture. If you didn't create a label, Typeform will set defaults for every picture (eg. Choice 1, Choice 2).
Create additional response configurations for each condition you would like to account for.
The response that will be stored in your CRM app will be the label of the picture. If you didn't create a label, Typeform will set defaults for every picture (eg. Choice 1, Choice 2).
Create additional response configurations for each condition you would like to account for.
c
Choose what to do next
Add another question configuration if you have any remaining questions you would like to configure. Select which question type you would like to configure next:
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
- Email
If you are done configuring questions, click here.
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
If you are done configuring questions, click here.
Yes/No
a
Select where you would like the response stored
Select fields where you would like to store the form response.
b
Add response configuration
If you'd like to add a tag based on the submitted response, you can do so by adding a response configuration. You can select the response configuration condition (Yes/No) and a tag that you want to be applied if the response submitted matches.
Create additional response configurations for each condition you would like to account for.
Create additional response configurations for each condition you would like to account for.
c
Choose what to do next
Add another question configuration if you have any remaining questions you would like to configure. Select which question type you would like to configure next:
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
- Email
If you are done configuring questions, click here.
- Multiple Choice
- Phone Number
- Short and Long Text
- Picture Choice
- Yes/No
If you are done configuring questions, click here.
click image to enlarge
click image to enlarge
Name and Save Your Tool
1
Tool Name
Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers.
2
Save
When you have created a tool name, click on save and your tool configuration will save.
