Step 1: Create Connection #
- Go to Lead Source
- Select Typeform
- Click Create Connection
- Click Connect with Typeform
Step 2: Authorize Account #
- Login to your Typeform account
- Review permissions
- Click Allow
Step 3: Select Form #
- Choose the Typeform form
- Click Finish Setup
Step 4: Configure Form #
- Go to Installed Page
- Click on Config
- Select the form from dropdown
- Click Save Selection
Step 5: Field Mapping #
- Open Field Mapping
- Map fields (Name, Email, Phone, etc.) to CRM fields
Step 6: Optional Settings #
- Add Webhook for external integrations
Step 7: Monitor Logs #
- Go to Logs Section
- Check responses, status, and data
- Integration is ready and capturing leads automatically