Connect Typeform to ActiveCampaign

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Connect Typeform to ActiveCampaign

Introduction

The integration between Typeform and ActiveCampaign allows you to create a seamless workflow for collecting and managing contact information. By connecting Typeform to ActiveCampaign, you can easily sync submissions from Typeform forms into your ActiveCampaign account. This feature is important as it streamlines data collection, ensuring that all customer interactions are captured in one place, enabling better-targeted marketing efforts. This integration is available for all ActiveCampaign account types, including Starter, Plus, Pro, and Enterprise plans.

How to Access This Feature

To access the Typeform integration, navigate to your ActiveCampaign account. All integrations, including Typeform, can be found under the Apps section. Here, you can connect your Typeform account and manage various settings related to the integration.

Step-by-Step Instructions

Follow these steps to connect your Typeform account to ActiveCampaign:

1. **Navigate** to your ActiveCampaign account, and click on Apps from the main menu. 2. Use the search field on the top right of the All Apps page to look for Typeform. 3. Click on the Typeform option to open the Typeform app page. 4. On the Typeform app page, click the Connect Account button. 5. If you are already signed in to Typeform, you will be directed to an authorization page where you need to click the Accept button. If not, you will be prompted to log into Typeform and then grant authorization. 6. Once connected, the Typeform app page will reload. Here, you will see your connected Typeform account(s) and all forms you created, which will initially have an Inactive status. 7. Identify the form you wish to connect, and click on the form name. (Note: Any form containing an emoji in the title cannot be connected to ActiveCampaign.) 8. **Map** the email address field from your Typeform form to the email address field in ActiveCampaign. It is required that the form collects email addresses; thus, forms not collecting email will not sync. 9. Optionally, you may map additional fields that you want to sync with ActiveCampaign. For standard objects like Contacts, Deals, and Accounts, the necessary required fields for mapping will be presented. If mapping Deal fields like Currency, Deal Owner, Pipeline, or Stage, you can either select values from ActiveCampaign or use the Map from Source option to customize the mapping. 10. Click the Save button when finished. A confirmation message will appear indicating your settings have been saved and your connected form will show an Active status.

Configuration Options and Settings

This integration provides the following configuration options:

- The integration allows mapping of multiple fields from Typeform to existing fields in ActiveCampaign. There is no limit to the number of fields you can map. - Contacts who submit connected forms will receive two tags upon syncing: typeform-integration and typeform-integration-[yourformname]-form. - New records will be created or updated in ActiveCampaign based on the mapped fields, including Contacts, Deals, Accounts, and private Custom Object data records. - Submission logs can be accessed to monitor successful and failed submissions for ongoing analysis and troubleshooting.

Best Practices

To maximize the effectiveness of the Typeform integration with ActiveCampaign, consider the following best practices:

- Ensure that forms do not include emojis in their titles to prevent connection issues. - Confirm that at least one email address field is mapped, as this is required for syncing. - Regularly review and update field mappings if changes are made to your forms in Typeform. - Utilize the submission log feature to monitor data entries and resolve any discrepancies promptly. - Implement the Add to List automation action for contacts who have opted in to receive marketing communications.

Troubleshooting

If you encounter any issues with the Typeform integration, consider the following tips:

- Check if the title of your Typeform contains any emojis, as this will prevent the integration from working. - Ensure that the email field is correctly mapped and is collecting data from users. - Review the submission log for entries to identify any successful or failed form submissions. - If a form appears to be inactive, revisit the connection process and ensure all steps were completed.

FAQ

Q1: Can I connect multiple Typeform accounts to ActiveCampaign? A1: Yes, you can connect multiple Typeform accounts to your ActiveCampaign account.

Q2: Does this integration create new fields in ActiveCampaign? A2: No, the integration does not create any new Contact, Deal, Account, or Custom Object fields. It only maps data to existing fields.

Q3: Are there any limitations regarding data sync? A3: ActiveCampaign will not add contacts directly to a list. To do this, you'll need to set up automation.

Q4: What happens to previously synced data if I disconnect my Typeform account? A4: While the Typeform account will be disconnected, any previously synced data will remain in your ActiveCampaign account.

Q5: How can I monitor the performance of my forms? A5: You can view a submission log that includes details about successful and failed submissions to track performance.

Q6: What should I do if my form submission fails? A6: Review the submission logs for details on errors and ensure that all required fields are correctly mapped.

Q7: How can I disconnect my Typeform account from ActiveCampaign? A7: To disconnect, navigate to the Typeform app page in ActiveCampaign and click the Disconnect button.

Related Features

- Automation - Contact Management - Forms - Integrations

By following this guide, users will be able to successfully connect and utilize Typeform within their ActiveCampaign account, enhancing their data collection and customer management processes.