Type Form Integration

Step 1: Create Connection

  1. Go to Lead Source

  2. Select Typeform

  3. Click Create Connection

  4. Click Connect with Typeform

Step 2: Authorize Account

  1. Login to your Typeform account

  2. Review permissions

  3. Click Allow

Step 3: Select Form

  1. Choose the Typeform form

  2. Click Finish Setup

Step 4: Configure Form

  1. Go to Installed Page

  2. Click on Config

  3. Select the form from dropdown

  4. Click Save Selection

Step 5: Field Mapping

  1. Open Field Mapping

  2. Map fields (Name, Email, Phone, etc.) to CRM fields

Step 6: Optional Settings

  • Add Webhook for external integrations

Step 7: Monitor Logs

  1. Go to Logs Section

  2. Check responses, status, and data

  • Integration is ready and capturing leads automatically

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