Typeform is an interactive form and survey builder. Along with Zapier, you can integrate Typeform with WhatConverts and capture Typeform responses along with marketing data right on your WhatConverts dashboard.
1Log into Typeform and edit the form you want to track in WhatConverts. Click “+ Add New Question” and select “Hidden Fields“.
2Scroll to the top of your Typeform and add the following Hidden Fields
3After saving your form, click on “Share” at the top of the Typeform screen. In the Share your typeform box, copy your URL up to the “source” as shown below.
4Go to your website where your Typeform is located and use the following code to replace your embedded Typeform:
- Note: If you haven’t added your WhatConverts tracking code to your website, add your tracking script.
If you are using the WhatConverts WordPress Plugin, you will want to also place your WhatConverts Tracking Code above your Tyepform Embed Code
Make sure to replace your copied Typeform URL (including the “?“) where indicated above.
5Update the page where you have your Typeform and submit a sample response.
6Go to Zapier and click “Make a Zap“. Select “Typeform” as your Trigger App and “New Entry” as your Trigger. Follow the prompts to connect your Typeform account, click “Save and Continue“.
On the Set up Typeform Entry select the form from the drop-down menu you would like to integrate into your WhatConverts account. Click “Continue“.
On the Pick a Sample to set up your Zap page. Click “Get More Samples” to pull in your most recent submission. Click the grey “down arrow” to view the Entry Details. Review the details to make sure this is the response from your test.
Select the “radio button” next to the Entry and click “Continue“.
7Click “+ Add a Step” and select “WhatConverts” as your Action App and “Create Lead” as your Action. Connect or select your WhatConverts Account and click “Save and Continue“.
- Note: If you have not set up a WhatConverts account in Zapier, you can follow the detailed instructions in Connecting to Zapier.
8On the Set up WhatConvrts Lead page, select the following from the drop-down menus:
- Lead Type: “Web Form”
Profile: Your “WhatConverts Profile”
Referrer Source: “Source (hidden field)”
Referrer Medium: “Medium (hidden field)”
Referrer Campaign: “Campaign (hidden field)”
Referrer Content: “Content (hidden field)”
Referrer Keyword: “Keyword (hidden field)”
Gclid: “Gclid (hidden field)”
Msclkid: “Msclkid (hidden field)”
Landing Page: “Landing_page (hidden field)”
To pass your Typeform’s questions into the WhatConverts Lead, you’ll also need to add Additional Fields to the template. Below is an example.
Click “Continue“. Review your information and click “Send test to WhatConverts“. If the test was successful, click “Finish“. Give your Zap a Name and turn it “On“.