Integrate Typeform and Cleio with Pabbly Connect: A Step-by-Step Guide

Learn how to automate your Typeform submissions to Cleio using Pabbly Connect. This detailed tutorial covers every step of the integration process. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Typeform with Cleio, first access Pabbly Connect. This platform enables seamless automation between different applications. If you don’t have an account, you can create a free one in just a couple of minutes.

Once logged into Pabbly Connect, navigate to the dashboard. Click on the blue button labeled ‘Create Workflow’, and give your workflow a name, such as ‘Create Cleio Subscriber from Typeform Submission’. Select a folder for your workflow and click on ‘Create’.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow. The trigger is essential as it defines when the automation will start. Select Typeform as your application and choose the trigger event as ‘New Entry’.

• Select Typeform as the application.
• Choose ‘New Entry’ as the trigger event.
• Click on ‘Connect’ to establish the connection.

After clicking ‘Connect’, a prompt will appear asking for authorization. If you are logged into your Typeform account, simply accept the permissions to connect. Once connected, your forms will be visible in Pabbly Connect, allowing you to select the specific form you wish to use.

3. Testing the Trigger with Dummy Data

After setting up the trigger, it’s crucial to test it to ensure it captures data correctly. Click on ‘Save and Send Test Request’ in Pabbly Connect. This action will prepare the system to receive data from Typeform.

Next, open the Typeform link and submit a dummy entry. For example, fill in the first name as ‘Dummy’ and the last name as ‘Customer’. Use a dummy email and phone number. After submitting the form, return to Pabbly Connect to check if the data has been captured successfully.

4. Setting Up the Action to Add Subscriber in Cleio

Now that the trigger is working, it’s time to set up the action in Cleio. In Pabbly Connect, select Cleio as the action application and choose ‘Add Subscriber’ as the action event. Click ‘Connect’ to link Cleio with Pabbly Connect.

• Input your Cleio API key and private API key.
• Map the fields from Typeform to Cleio, such as email, first name, and last name.
• Click on ‘Save’ to finalize the action setup.

After saving, you can test this action by checking your Cleio account. If everything is set correctly, the subscriber should appear in your specified list in Cleio, confirming that Pabbly Connect has successfully facilitated the integration.

5. Automating the Process with Pabbly Connect

With the integration complete, Pabbly Connect will automatically add new Typeform submissions as subscribers in Cleio. This automation saves time and ensures that your email list is always updated without manual input.

Every time a new entry is submitted via Typeform, Pabbly Connect will trigger the workflow, capturing the data and adding the subscriber in real-time. This seamless process allows you to focus on other aspects of your business while Pabbly Connect handles the data transfer.

Conclusion

In conclusion, using Pabbly Connect to integrate Typeform and Cleio automates the process of adding subscribers effortlessly. This setup is not only efficient but also ensures accurate data handling, enhancing your email marketing efforts.