Community Node Disclaimer: As this workflow relies on a community node, it is limited to self-hosted environments.
How It Works
Gravity Forms Customer Feedback Form Integration: This workflow streamlines the process of handling customer feedback submitted via Gravity Forms. It ensures the data is correctly formatted and seamlessly integrates with KlickTipp.
Data Transformation: Input data is validated and transformed to meet KlickTipp’s API requirements, including formatting phone numbers and converting dates.
Key Features
Gravity Forms Trigger
Data Processing and Transformation
Subscriber Management in KlickTipp
Error Handling
Setup Instructions
Install and Configure Nodes:
Prepare Custom Fields in KlickTipp:
Create fields in KlickTipp to align with the form submission data, such as:
Name | Datentyp |
---|---|
Gravityforms_URL_Linkedin | URL |
Gravityforms_kurs/webinar_zeitpunkt | Datum & Zeit |
Gravityforms_kurs/webinar_bewertung | Dezimalzahl |
Gravityforms_feedback | Absatz |
Gravityforms_kontaktaufnahme | Zeile |
After creating fields, allow 10-15 minutes for them to sync. If fields don’t appear, reconnect your KlickTipp credentials.
Field Mapping and Adjustments:
Verify and customize field assignments in the workflow to align with your specific form and subscriber list setup.
Workflow Logic
Trigger via Gravity Forms Submission:
The workflow begins when a new form submission is received through the webhook.
Transform Data for KlickTipp:
Formats and validates raw form data for compatibility with KlickTipp’s API.
Add to KlickTipp Subscriber List:
Adds processed data as a new subscriber or updates an existing one.
Get all tags from KlickTipp and create a list: Fetches all existing Tags and turns them into an array
Define tags to dynamically set for contacts: Definiton of variables that are received from the form submission and should be converted into tags
Merge tags of both lists:
Checks whether the list of existing tags in KlickTipp contains the tags which should be dynamically set based on the form submission
Tag creation and tagging contacts: Creates new tags if it previously did not exist and then tags the contact
Benefits
Efficient lead generation: Contacts from forms are automatically imported into KlickTipp and can be used immediately, saving time and increasing the conversion rate.
Automated processes: Experts can start workflows directly, such as welcome emails or course admissions, reducing administrative effort.
Error-free data management: The template ensures precise data mapping, avoids manual corrections and reinforces a professional appearance.
Testing and Deployment
Test the workflow by filling the form on Gravity Forms and verifying data updates in KlickTipp.
Notes
Customization: Update field mappings within the KlickTipp nodes to align with your account setup. This ensures accurate data syncing.