Automate Typeform Submissions to CleverTap with Pabbly Connect

Learn how to automate Typeform submissions as events in CleverTap using Pabbly Connect. This guide walks you through the exact steps for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Typeform and CleverTap Integration

To start automating Typeform submissions as events in CleverTap, you first need to set up Pabbly Connect. This platform serves as the central hub for your integration needs. Begin by signing up for a free account on Pabbly Connect, which takes just a couple of minutes.

Once you have logged into your Pabbly Connect dashboard, create a new workflow. Click on the ‘Create Workflow’ button, provide a name for your workflow (e.g., ‘Typeform to CleverTap’), and select the appropriate folder for organization. This setup is crucial for managing your automation efficiently.

Configuring the Trigger for Typeform Submissions

In this step, you will configure the trigger to capture new submissions from Typeform using Pabbly Connect. In the trigger window, search for Typeform and select it as your app. Next, choose the trigger event labeled ‘New Entry’ from the dropdown menu.

Click on ‘Connect’ and then select ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Typeform account. This is done by clicking on the ‘Connect with Typeform’ button and accepting the permissions requested. After connecting, select the specific Typeform you wish to monitor for submissions.

• Search for Typeform in the app selection.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account to Pabbly Connect.

After selecting your form, click on ‘Save and Send Test Request’. This action will prompt Pabbly Connect to wait for a new submission from Typeform, allowing you to test the connection.

Setting Up the Action to Upload Events to CleverTap

With your Typeform submissions connected, the next step is to set up the action in Pabbly Connect to upload these submissions as events in CleverTap. In the action window, search for CleverTap and select it as your app. Choose the action event ‘Upload Event’ from the dropdown.

Click on ‘Connect’ and select ‘Add New Connection’. Here, you will need to provide your CleverTap Account ID or Project ID, along with the Passcode and Region. These details can be found in your CleverTap account settings. Once you’ve entered this information, click ‘Save’ to establish the connection.

• Enter your CleverTap Account ID.
• Provide the Passcode from your CleverTap settings.
• Select the appropriate Region for your CleverTap account.

After successfully connecting, you will need to configure the event data. Use the email address from the Typeform submission as the unique object ID for the user. This mapping ensures that the data is correctly uploaded to CleverTap.

Mapping Event Data from Typeform to CleverTap

In this section, you will map the event data that will be uploaded to CleverTap using Pabbly Connect. Start by entering the Object ID, which will be the email address of the user who submitted the Typeform. Next, specify the Identity and Event Name, for example, ‘Feedback from Customer’.

For the event data, you will format the details in a specific structure. This includes the name, email, mobile number, user rating, and feedback message. Each piece of information should be formatted correctly to ensure it is recognized by CleverTap.

Map the name of the user. Include the email address and mobile number. Add user rating and feedback message in the specified format.

Once all the details are mapped, click on ‘Save and Send Test Request’. This action will upload the event to CleverTap, confirming that your automation is functioning correctly.

Testing the Automation Workflow

After setting up your automation, it’s crucial to test it to ensure everything is working as intended. Go back to Typeform and submit a new form entry. This will trigger the workflow you created in Pabbly Connect.

Once the submission is made, return to your CleverTap account to verify that the event has been logged. Navigate to the Analytics section in CleverTap, select the event name you specified, and check the details of the uploaded event.

By following these steps, you will confirm that your automation between Typeform and CleverTap is successful. With Pabbly Connect, you can streamline your data collection process effectively.

Conclusion

In this tutorial, we explored how to automate Typeform submissions as events in CleverTap using Pabbly Connect. By following the precise steps outlined, you can enhance your data management and reporting capabilities effortlessly. This integration allows you to focus on your customer feedback without manual intervention.