Community Node Disclaimer: As this workflow relies on a community node, it is limited to self-hosted environments.
How It Works:
Typeform Quiz Integration: This workflow streamlines the process of handling quiz answers submitted via Typeform. 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
Typeform Trigger:
Data Processing and Transformation:
Subscriber Management in KlickTipp:
Error Handling:
Setup Instructions
Install and Configure Nodes:
Prepare Custom Fields in KlickTipp:
Create custom fields to store quiz answers and personal details, such as:
Name | Datentyp |
---|---|
Typeform_URL_Linkedin | URL |
Typeform_Frage1_klicktipp_nutzen | Zeile |
Typeform_Frage2_klicktipp_sitz | Zeile |
Typeform_Frage3_mitglieder_CHT | Dezimalzahl |
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 Typeform Submission:
The workflow initiates upon receiving a new quiz submission.
Transform Data for KlickTipp:
Converts and validates data from Typeform to match KlickTipp’s API requirements.
Add to KlickTipp Subscriber List:
Submits the cleaned data to KlickTipp, including all relevant quiz answers.
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 Typeform 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.