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

Learn how to integrate Typeform with Keep using Pabbly Connect to automate contact management efficiently. Follow our detailed tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Typeform and Keep Integration

In this section, we will explore how to use Pabbly Connect to automate the creation and updating of contacts in Keep from Typeform submissions. This integration will save time and streamline your workflow.

By using Pabbly Connect, you can ensure that every new lead captured through Typeform is automatically added to your Keep account, keeping your client database accurate and organized.

2. Accessing Pabbly Connect and Creating a New Workflow

To start using Pabbly Connect, visit the Pabbly Connect homepage and sign in. If you are a new user, you can sign up for a free account that allows you to explore the features.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Create or Update Keep Contact on Typeform Submission’. Choose the appropriate folder for organization.

• Click on ‘Create Workflow’.
• Name your workflow.
• Select a folder for your workflow.

Now that your workflow is created, you can set up the trigger and action steps that will automate the process.

3. Setting Up Trigger for Typeform Submissions

The first step in your workflow is to set up a trigger. Select Typeform as your trigger application in Pabbly Connect. This will allow you to capture new entries submitted through your Typeform forms.

Choose the trigger event as ‘New Entry’. This means that whenever a new form submission is received, Pabbly Connect will capture the response and initiate the subsequent actions.

• Select ‘New Entry’ as the trigger event.
• Connect your Typeform account to Pabbly Connect.
• Choose the specific form you want to monitor.

After connecting Typeform, perform a test submission to ensure that Pabbly Connect successfully captures the data from the form.

4. Configuring Action to Create or Update Contacts in Keep

Now, set up the action step to create or update contacts in Keep. Select Infusionsoft by Keep as your action application within Pabbly Connect. This will allow you to manage your contacts efficiently.

Choose the action event as ‘Create or Update a Contact’. This will ensure that every new lead from Typeform is automatically added as a contact in your Keep account.

Select ‘Create or Update a Contact’ as the action event. Connect your Keep account to Pabbly Connect. Map the required fields from the Typeform submission to Keep.

Once the mapping is complete, test the action to confirm that the contact is created successfully in your Keep account.

5. Testing the Integration and Conclusion

To ensure everything is working correctly, perform a final test by submitting a new entry in your Typeform. After submission, check your Keep account to see if the contact appears as expected.

If the contact is created successfully, your integration using Pabbly Connect is complete. This automation will now save you time and keep your client database current.

In conclusion, integrating Typeform with Keep using Pabbly Connect allows for seamless contact management. By automating this process, you can focus more on your business and less on manual data entry.

Conclusion

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