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Typeform Integration

Typeform is an interactive form and survey builder. Using Zapier, you can integrate Typeform with WhatConverts and capture Typeform responses along with marketing data right on your WhatConverts dashboard.

Note: In order to integrate Typeform with WhatConverts, you will first need to set up the Zapier integration. You’ll also need to set up your WhatConverts tracking code on your website.

1Log into Typeform and open the form you’d like to track in WhatConverts.

2On the right-hand panel, click “Logic”. Select “Personalize with Data”.

Screenshot of the Typeform logic menu

3Click “Hidden Fields”. In the Hidden Fields popup, add the following fields:

  • source
  • medium
  • campaign
  • content
  • keyword
  • gclid
  • landing_page
  • user_id
  • msclkid

Screenshot of hidden fields screen in Typeform

4Click “Save”. At the top of the page, click “Publish”.

5Click “Share” at the top of the Typeform screen. Copy the share link URL up to the “source,” as shown below.

Screenshot of copy URL fragment

6Open your website and navigate to your embedded Typeform.

7Paste your copied Typeform URL into the code below, and then copy and paste the whole code segment into your site in place of 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 Typeform embed code.

<script src="https://ajax.googleapis.com/ajax/libs/jquery/1.12.4/jquery.min.js"></script>
<script type="text/javascript">
jQuery(document).ready(function() {
var final_url = 'ENTER COPIED URL FROM TYPEFORM HERE';
cookie = oqhaqzwnbjgcpycneryg('wc_client');
if (cookie) {
var cookie_parts = cookie.split('+..+');
if (cookie_parts[0])
final_url += '&source='+cookie_parts[0];
if (cookie_parts[1])
final_url += '&medium='+cookie_parts[1];
if (cookie_parts[2])
final_url += '&campaign='+cookie_parts[2];
if (cookie_parts[3])
final_url += '&content='+cookie_parts[3];
if (cookie_parts[4])
final_url += '&keyword='+cookie_parts[4];
if (cookie_parts[5])
final_url += '&gclid='+cookie_parts[5];
if (cookie_parts[6])
final_url += '&landing_page='+cookie_parts[6];
if (cookie_parts[7])
final_url += '&user_id='+cookie_parts[7];
if (cookie_parts[8])
final_url += '&msclkid='+cookie_parts[8];
if (cookie_parts[9])
final_url += '&fbclkid='+cookie_parts[9];
}
$('.typeform-widget').attr('data-url',final_url.replace(/#038;/g,''));
(function() { var qs,js,q,s,d=document, gi=d.getElementById, ce=d.createElement, gt=d.getElementsByTagName, id="typef_orm", b="https://embed.typeform.com/"; if(!gi.call(d,id)) { js=ce.call(d,"script"); js.id=id; js.src=b+"embed.js"; q=gt.call(d,"script")[0]; q.parentNode.insertBefore(js,q) } })()
});
</script>
<div class="typeform-widget" data-transparency="50" data-hide-headers=true data-hide-footer=true style="width: 100%; height: 500px;"></div>

8Update/republish your Typeform page and submit a sample form response.

9Open Zapier and click “Create Zap”. Select “Typeform” as your trigger app and “New Entry” as your trigger event. Follow the prompts to connect your Typeform account and click “Continue”.

Screenshot of Zapier new Zap screen

10On the “Trigger” page, select the form you would like to integrate from the dropdown menu. Click “Continue”.

Screenshot of form selection screen

11On the “Test” page, click “Test trigger”. Click “Load more” and review the details of the selected entry to ensure this is the sample answer you sent through your form in Step 8. Click “Continue with selected record”.

Screenshot of test entry

12Select WhatConverts from the Action App popup menu. On the “App & Event” menu, select “Create Lead” as your action event. Click “Continue.”

Screenshot of Create Lead screen

13On the “Set up action” page, make the following selections:

  • 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)"
  • User ID: "User_id (hidden field)"
  • Landing Page: "Landing_page (hidden field)"

14Click “Continue”. Review your information and click “Test step.” If the test was successful, turn the Zap on and give it a name.

Screenshot of field selections

15Go to your website and submit a new Typeform response. Log into your WhatConverts profile and click “Leads” in the top menu. In the Lead Manager, check for a new form lead to ensure your Typeform is tracking properly.

If you have any questions, please contact WhatConverts Support or email support@whatconverts.com

Typeform is an interactive form and survey builder. Using 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".

Add Hidden Fields to Typeform

2Scroll to the top of your Typeform and add the following Hidden Fields

  • source
  • medium
  • campaign
  • content
  • keyword
  • gclid
  • landing_page
  • user_id
  • msclkid

Typeform Hidden Tracking 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.

Copy your Typeform URL

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

<script src="https://ajax.googleapis.com/ajax/libs/jquery/1.12.4/jquery.min.js"></script>
<script type="text/javascript">
jQuery(document).ready(function() {
    var final_url = 'ENTER COPIED URL FROM TYPEFORM HERE';
    cookie = oqhaqzwnbjgcpycneryg('wc_client');
    if (cookie) {
        var cookie_parts = cookie.split('+..+');
        if (cookie_parts[0])
            final_url += '&source='+cookie_parts[0];
        if (cookie_parts[1])
            final_url += '&medium='+cookie_parts[1];
        if (cookie_parts[2])
            final_url += '&campaign='+cookie_parts[2];
        if (cookie_parts[3])
            final_url += '&content='+cookie_parts[3];
        if (cookie_parts[4])
            final_url += '&keyword='+cookie_parts[4];
        if (cookie_parts[5])
            final_url += '&gclid='+cookie_parts[5];
        if (cookie_parts[6])
            final_url += '&landing_page='+cookie_parts[6];
        if (cookie_parts[7])
            final_url += '&user_id='+cookie_parts[7];
        if (cookie_parts[8])
            final_url += '&msclkid='+cookie_parts[8];
    }
    $('.typeform-widget').attr('data-url',final_url.replace(/#038;/g,''));
    (function() { var qs,js,q,s,d=document, gi=d.getElementById, ce=d.createElement, gt=d.getElementsByTagName, id="typef_orm", b="https://embed.typeform.com/"; if(!gi.call(d,id)) { js=ce.call(d,"script"); js.id=id; js.src=b+"embed.js"; q=gt.call(d,"script")[0]; q.parentNode.insertBefore(js,q) } })()
});
</script>
<div class="typeform-widget" data-transparency="50" data-hide-headers=true data-hide-footer=true style="width: 100%; height: 500px;"></div>

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 "Done Editing".

7Click "Do This..." 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 WhatConverts 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)

    • "

User ID

    • : "

User_id (hidden field)

    • "

Landing Page

    • : "

Landing_page (hidden field)

    "

Typeform Zapier setup template

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.

Additional Custom Typeform fields

Click "Continue". Review your information and click "Test & Continue". If the test was successful, turn the Zap "On" and give the Zap a Name

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