Integrating your custom forms between Business Center & Typeform just got easier with this integration! Business Center works with Typeform to provide a simple way to add leads and contacts to your Business Center with Typeform! You can create custom interactive forms to collect user information and automatically send the data to the client card field you choose within your Business Center account!
For this integration, you will need to sign in or create a Typeform account. The app integration with Business Center is free, and you can choose from multiple packages available from Typeform. Typeform has free and paid packages so please visit the Typeform website to see what option best fits your needs.
*Note if you need HIPAA Compliant forms, Typeform does not have any package options available as of August 2020. Thryv's HIPAA Compliance does not extend to other 3rd party software programs.
*Note that a Business Center account is required to use Typeform with Thryv
What to Expect from this Integration
When the configured Typeform is completed and submitted by a client, the form details will inject into the Thryv inbox and the mapped client fields will update on that client's contact in Business Center.
- Create the Typeform form that you'd like to integrate with Thryv
- Create the client fields in Thryv that you would like to map to the client card
Create your Typeform form
Create the client fields in Thryv that you would like to map to the client card
You can decide what fields from the form you'd like to have injected into Thryv
Update the client card fields in Thryv with the field you want to pull from Typeform.
- First Name, Last Name, Email, and Phone will be available by default.
*Unsure how to add client card fields in Thryv? Check out this article.
Select an example contact in Thryv. The example client will be used to map the client information fields from Thryv to Typeform. You can use your own contact in Thryv as an example or build a new test contact. Typeform will use this contact to map their form fields to the fields available in that Thryv contact.
Fill out the new fields. You can put 'Test' in the fields if you'd like.
To successfully map fields, Typeform fields must also be added to Thryv client card AND the example contact in Thryv must have content in these fields.
If the fields are not added to the client card and/or not filled out on the example client, the field(s) will not be available to map.
From App Market, Choose Typeform:
Select launch app.
Next, you will be brought to the permissions screen, where you will be asked to give permissions to connect Thryv and Typeform:
To start, enter your credentials to your Typeform account
Then, grant Typeform the necessary permissions by clicking Accept
You will be brought to the Typeform app. From here, you will need to select which Typeform account to sync. Click on Add Typeform Account
Use the radio button to select your Typeform Account, then click on Next
To configure the sync click on Setup and Enable
Next you'll need to map the fields in Business Center to corresponding fields in Typeform. To do so, use the drop-down on the right to select a Typeform field to correspond with the Business Center field in the same row.
Once the mapping is complete, click on Confirm and you will see a confirmation screen. Click on Save to continue.
Once installed, any form filled out on your Typeform will create a corresponding client in your Business Center CRM, and the completed form will appear in the Conversation. An example is shown below.
You can add more forms to the integration or edit the mapping of the fields on current forms at any time. Just return back to the App Market, select Typeform, then launch this app. It will ask you to confirm your Typeform credentials and then you'll be able to edit your forms' mapping.
- You can add additional forms.
- You can add and map additional fields to an existing form.
- You can remove forms by selecting the trash can icon next to that form.
If you decide that you are no longer interested in this integration, you can uninstall it at any time.
Just return back to the App Market, select Typeform, then launch this app. It will ask you to confirm your Typeform credentials and then select Unsubscribe.
You can delete a form by selecting the "Delete" option by clicking on the tri-dot at the end of the Integration that is enabled. Alternatively if you do not want to delete a form but wish to inactivate it, you can toggle the switch from green to grey which will disable the form from generating activity to your Thryv.