Integrating Typeform with MongoDB Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Typeform submissions into MongoDB using Pabbly Connect. This guide provides a detailed walkthrough 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. Setting Up Pabbly Connect for Automation

To start using Pabbly Connect, you first need to create an account. This platform allows you to automate various tasks seamlessly. After signing up, log into your dashboard to begin creating your workflow.

In the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, for example, ‘Typeform to MongoDB’. Select the appropriate folder for your Pabbly Connect account and click ‘Create’. This sets the stage for your automation.

2. Trigger Setup with Typeform in Pabbly Connect

The next step involves setting up the trigger for your workflow. In the trigger window, search for Typeform and select it as your application. For the trigger event, choose ‘New Entry’. This integration will capture new submissions made on your Typeform.

Click on ‘Connect’ and then select ‘Add New Connection’. You will need to connect your Typeform account to Pabbly Connect. Click on the ‘Connect with Typeform’ button, and after logging in, accept the permissions. Choose the specific form you wish to capture responses from and click ‘Save and Send Test Request’.

• Select your Typeform account.
• Choose the form you want to integrate.
• Click ‘Save and Send Test Request’ to capture the response.

Once you receive a response in Pabbly Connect, it indicates that the trigger setup is successful, and you can proceed to the next step of sending data to MongoDB.

3. Action Setup for MongoDB in Pabbly Connect

Now, you will set up the action step to send data to MongoDB. In the action window, search for MongoDB and select it. Choose the action event as ‘Create Record’. This action will allow you to store the Typeform submissions in your MongoDB database.

Click on ‘Connect’ and then ‘Add New Connection’. You need to enter the connection string from your MongoDB account. This involves navigating to your MongoDB settings to find the connection string and adding your username and password. Make sure to specify the database name where you want to store the records.

• Navigate to your MongoDB account and access network settings.
• Copy the connection string and paste it into Pabbly Connect.
• Enter your username, password, and database name.

After successfully connecting your MongoDB account, you’ll need to specify the collection name where the data will be stored. For instance, if your collection is named ‘Real Estate Leads’, enter that name in Pabbly Connect.

4. Mapping Data from Typeform to MongoDB

With your MongoDB action set up, it’s time to map the data fields from Typeform to MongoDB. In the custom data field, you can create keys for the data you want to send. For example, you might want to include fields like name, email, mobile number, age, and city.

Turn on the custom data option and clear any default responses. Then, enter the keys separated by commas. Pabbly Connect will automatically create fields for each key. After that, you will map the corresponding Typeform responses to each field you created.

Create keys for the data fields you wish to map. Map the responses directly from Typeform to MongoDB. Click ‘Save and Send Test Request’ to finalize.

After mapping, test the setup by clicking ‘Save and Send Test Request’. If successful, a new record will be created in your MongoDB database, confirming that the integration via Pabbly Connect is working correctly.

5. Testing Your Automation with Pabbly Connect

To ensure everything is functioning, perform a test submission using your Typeform. Enter the details for a new lead and submit the form. Pabbly Connect will capture this new submission and add it to your MongoDB database.

After submitting the form, check your MongoDB database to see if the new record appears. Refresh the page, and you should see the new lead details reflecting the information you submitted through Typeform. This confirms that your automation is working perfectly.

By following these steps, you can successfully integrate Typeform with MongoDB using Pabbly Connect. This allows for seamless data management and enhances your workflow efficiency.

Conclusion

In this tutorial, we explored how to automate the process of sending Typeform submissions to MongoDB using Pabbly Connect. By following the steps outlined, you can enhance your data management and streamline your workflow effectively.