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?
Once you click on the Typeform integration banner you will find the two recipes the integration offer:
- When a form is submitted, create a pulse in this group
- When a form is submitted, create an update in this pulse
Select the automation you wish to create.
Once you click on one of the recipes you will be asked to enter connect your monday.com account with your Typeform account :
Then you will be asked to log in to your Typeform account login credentials as shown below :
Congrats :) you are connected to your Typeform account, let's boost things up.
So how does it work?
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.
Use case 1: When a form is submitted, create a pulse 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 pulse 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.
Once done, choose the group in which you would like your pulse to appear.
Every time a new form from a specific survey will be submitted, it will create a new pulse in your group. You will get notified by a bell notification as below:
Use case 2: When a form is submitted, create an update in this pulse
This option will give you the ability to contain all surveys under one pulse, that will reflect the survey topic. In this situation, each survey will appear as a new update section inside the pulse page itself.
Choose the relevant form - choose the relevant survey from the surveys you have created on Typeform. Then, choose the relevant pulse that will automatically get updated with a new update every time a form is submitted.
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!
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 firstname.lastname@example.org