Typeform

What is Typeform?

Typeform is a beautiful and simple form builder for collecting data.

Generate your personal token

After logging into Typeform you will be taken to your workspace. Navigate to the upper-right hand corner and click your account icon. There will be a Settings dropdown. Click the Account button.

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Navigate to the Personal tokens tab. Click "Generate a new token" in the upper-right.

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Name your token and select All scopeS. Custom scopes may affect the reliability of the integration so only do so if completely necessary. Click Generate token.

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Typeform will display your generated token. Copy it and store it someplace safe. If you forget, you can generate a new token and associate it with the SRM.

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Integrate with your group

This part of the process requires a network or group administrator. If you don't have one or know who your's is, please contact our support team.

Click the Settings button and navigate to your group's settings. Click the Integrations tab and locate the Typeform integration card. Click Connect.

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Paste your personal token from Typeform into the box and click Submit Key. If successful, a "Connected" status will appear on the card.

Create a form

If you intend to use your form to accept data from companies, the three questions listed below must be included on your form with the specified type, text, and settings. Payment field types are not supported at this time.

Name question (required)

Question type

The question type must be one of the following:

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Question text

The question text must be one of the following (capitalization does not matter):

  • name, company name, company

Question settings

Access question settings by clicking the wrench button on the question itself. The question settings must include the following:

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Example

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URL question (required)

Question type

The question type must be one of the following:

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Question text

The question text must be one of the following (capitalization does not matter):

  • url, website url, company url, company website, company web site, company site, company address, company web address, website, web site, address, web address, website address, domain, company domain

Question settings

Access question settings by clicking the wrench button on the question itself. The question settings must include the following:

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Example

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Company logo question (optional)

Question type

The question type must be one of the following:

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Question text

The question text must be one of the following (capitalization does not matter):

  • logo, logo url, company logo, logo upload, upload logo

Example

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