Typeform integration

Typeform helps you engage your audience with conversational forms & surveys with a simple way of showing and analyze your data. Now you can get all of your insights from Typeform organized in your monday.com account by converting them into workflows to better manage leads, orders, projects and more...

 

How to add it to your workflow?

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below: 
 
Screen_Shot_2019-01-14_at_10.56.46.png
 
Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "Typeform": 

Screen_Shot_2019-01-15_at_10.21.59.png

Step 2

Once you click on the Typeform integration banner you will find the two recipes the integration offer:

  • When a form is submitted, create an item in this group
  • When a form is submitted, create an update in this item

Screen_Shot_2018-12-11_at_3.00.45_PM.png

Select the automation you wish to create. 

Step 3

Once you click on one of the recipes you will be asked to enter connect your monday.com account with your Typeform account : 

image_1_.png

Then you will be asked to log in to your Typeform account login credentials as shown below : 

 

image_2.png

Congrats :) you are connected to your Typeform account, let's boost things up.  

 

 Step 4

Once you've chosen one of the two recipes and inserted your token, you will get to the integration window. This is where you will be able to set up your automation. 

 DoronGIF.gif

Supported Typeform Columns 

Currently, the following columns on typeform are supported with our monday.com integration: text, short text, long text, email, website, file URL, file upload, number, rating, opinion scale, date, legal, yes/no. 

Use case 1: When a form is submitted, create an item in this group

This is helpful for keep tracking of submitted forms under a specific group (leads/ feature feedback or even applications). This option will allow you to dive into each survey individually and add the item name to reflect the name of the survey sender. 

 First, you will need to choose the relevant survey from the surveys you created on Typeform.

Screen_Shot_2018-12-11_at_2.32.53_PM.png

Once done, choose the group in which you would like your item to appear. 

Screen_Shot_2018-12-11_at_2.31.24_PM.png

 

After setting your integration, you can select which data will be mapped into each column:

Screen_Shot_2019-04-08_at_9.37.55_AM.png   

  Note: The following question types in Typeform are not currently supported on monday.com: Logic Jumps, Multiple Choice, Statement, Phone, Dropdown, Question Group, and Picture

 

Typeform integration column:

When selecting which data will be mapped into each column, the integration column will be added automatically with the tip that will explain the column purpose, to maintain the connection between the parameters in both apps:

Screen_Shot_2019-04-08_at_9.39.35_AM.png


   

 

Use case 2: When a form is submitted, create an update in this item 

This option will give you the ability to contain all surveys under one item, that will reflect the survey topic. In this situation, each survey will appear as a new update section inside the item page itself. 

Choose the relevant form - choose the relevant survey from the surveys you have created on Typeform. Then, choose the relevant item that will automatically get updated with a new update every time a form is submitted. 

Screen_Shot_2018-12-11_at_2.39.46_PM.png

What's Next?

Very soon, you will have the ability to set specific columns that will reflect the different types of question Typeform offers to use on their amazing forms!

Note: Want to check out more use cases for the Typeform integration? check it out here - monday.com-Typeform use cases

 

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly! 

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at support@monday.com