How to Automate Typeform Submissions to CleverTap Using Pabbly Connect

Learn how to automate Typeform submissions to CleverTap seamlessly using Pabbly Connect. Follow this detailed tutorial to streamline your feedback process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Typeform and CleverTap Integration

To begin automating Typeform submissions to CleverTap, first access Pabbly Connect. Create your free account using the sign-up link in the description. After signing up, log into your Pabbly Connect dashboard.

Next, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Typeform to CleverTap’, and select a folder for organization. Click ‘Create’ to open the workflow interface.

2. Creating a Trigger in Pabbly Connect for Typeform

In your new workflow, you will see two windows: the trigger window and the action window. Start by setting up the trigger, which will capture new submissions from Typeform. Select Typeform as the app in the trigger window. using Pabbly Connect

• Choose the trigger event as ‘New Entry’.
• Connect your Typeform account by clicking ‘Connect’ and then ‘Add New Connection’.
• Authorize the connection by clicking ‘Connect with Typeform’ and accepting the permissions.

After establishing the connection, select the specific Typeform you want to monitor for submissions. Click ‘Save and Send Test Request’ to ensure everything is set up correctly. Pabbly Connect will wait for a new submission to trigger the workflow.

3. Testing Typeform Integration with Pabbly Connect

To test the integration, submit a dummy entry through your Typeform. Fill out the form with sample data, such as a name, email, mobile number, and feedback message. After submitting, return to Pabbly Connect. using Pabbly Connect

You should see that Pabbly Connect has captured the submission details successfully. This confirms that your Typeform is now connected and functioning as expected. The next step is to set up the action that will send this data to CleverTap.

4. Setting Up the Action to Upload Events to CleverTap

In the action window of Pabbly Connect, select CleverTap as the app. Choose the action event as ‘Upload Event’. Click on ‘Connect’ and add a new connection by entering your CleverTap account ID, passcode, and region. using Pabbly Connect

• Retrieve the account ID and passcode from your CleverTap account settings.
• Select the appropriate region based on your CleverTap account URL.

After entering these details, map the required fields from the Typeform submission to the CleverTap event. This includes using the email as the unique identifier and defining the event name and data format. Finally, click ‘Save and Send Test Request’ to verify that the event uploads correctly to CleverTap.

5. Verifying the Event Upload in CleverTap

Once you have sent a test request, check your CleverTap account to verify that the event has been uploaded. Navigate to the analytics section, and select the event name you specified in Pabbly Connect.

You should see the event listed with the details of the dummy submission. This confirms that the integration between Typeform and CleverTap via Pabbly Connect is successful and operational. Repeat the test by submitting another entry to ensure consistency.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to automate Typeform submissions to CleverTap streamlines your feedback process. By following these steps, you can efficiently manage customer responses without manual intervention.