Integrate Typeform with CleverTap Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Typeform submissions to CleverTap using Pabbly Connect. Follow this detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To integrate Typeform with CleverTap, you first need to set up Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Start by signing up for a free account on Pabbly Connect, which can be done quickly through the link provided in the description.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Typeform to CleverTap’, and choose the appropriate folder for your automation. After clicking ‘Create’, you will see two windows: the trigger window and the action window.

2. Connecting Typeform to Pabbly Connect

The next step involves connecting your Typeform account to Pabbly Connect. In the trigger window, search for Typeform and select it. From the dropdown, choose the trigger event as ‘New Entry’. Click ‘Connect’ and then select ‘Add New Connection’.

• Click the ‘Connect with Typeform’ button.
• Accept the connection request in the popup.
• Select the form you want to connect from the dropdown menu.

After selecting your form, click on ‘Save and Send Test Request’. This action will prompt Pabbly Connect to wait for a new form submission from Typeform. To test this, make a dummy submission on your Typeform form and check if the response is captured in Pabbly Connect.

3. Uploading Event to CleverTap

Once you have successfully connected Typeform to Pabbly Connect, the next step is to upload the event to CleverTap. In the action window, search for CleverTap and select it. Choose ‘Upload Event’ as the action event.

Click on ‘Connect’ and select ‘Add New Connection’. You will need to enter your CleverTap account details, including the Account ID and Passcode, which can be found in the settings section of your CleverTap account. Make sure to select the correct region for your CleverTap account.

• Copy the Account ID from CleverTap settings.
• Paste the Passcode from CleverTap settings.
• Select the region from the dropdown in Pabbly Connect.

After entering these details, click ‘Save’. Your CleverTap account is now connected to Pabbly Connect.

4. Mapping Data to CleverTap Event

In this step, you will map the data from Typeform submissions to the CleverTap event. In the action step, you will need to fill out the Object ID, Identity, Event Name, and Event Data fields. For Object ID, use the email address from the Typeform response. using Pabbly Connect

For the Event Name, you might name it something like ‘Feedback from Customer’. In the Event Data field, you will need to format the data as JSON. For example, include the name, email, mobile number, user rating, and feedback message in the specified format.

Use the email address as the Object ID. Define the Event Name clearly. Format the Event Data in JSON style.

Once all fields are filled, click on ‘Save and Send Test Request’ to upload the event to CleverTap. Check your CleverTap account to verify if the event has been logged successfully.

5. Testing the Automation Workflow

After setting everything up, it’s crucial to test your automation workflow using Pabbly Connect. Go to your Typeform account and make another dummy submission. Ensure that all fields are filled out correctly.

Once you submit the form, head back to your CleverTap account and check the events section. You should see the new event recorded with the details you provided in the Typeform submission. This confirms that your automation is functioning as expected.

If you encounter any issues, revisit the steps to ensure all connections and mappings are correct. Testing is essential to confirm that Pabbly Connect effectively bridges Typeform and CleverTap.

Conclusion

This tutorial demonstrates how to automate Typeform submissions to CleverTap using Pabbly Connect. By following these steps, you can streamline your process and enhance your data management. Automation saves time and ensures accuracy in your customer feedback logging.