Typeform + TeamWave
Typeform forms can be integrated with your TeamWave account on Zapier. This integration lets you automate the process of Deal, Contact and Organisation creation. So, whenever a form is submitted on Typeform, Zapier will create a Deal/Contact/Organisation in TeamWave.
Connecting Typeform and TeamWave
To connect TeamWave with your Typeform form, you need to create a Zap for TeamWave and Typeform in your Zapier account.
Learn more about Zapier + TeamWave
What do you need?
Sign-in to your Zapier account
Once you Login/Signup, click on Make a Zap on the right top.
Creating Zap
A Zap is a bridge between your Trigger App and Action apps.
For example, A Zap could be created between a Trigger app (TypeForm, Google Form etc) and an Action app (TeamWave in this case).
Sign-in to your Zapier account
Once you Login/Signup, click on Make a Zap on the right top.
Creating Zap
A Zap is a bridge between your Trigger App and Action apps.
For example, A Zap could be created between a Trigger app (TypeForm, Google Form etc) and an Action app (TeamWave in this case).
Setting up Trigger
Choose the Trigger app (Typeform)
Select Typeform Trigger
Select New entry and click on Continue
Select Typeform account
Click on connect your account, then paste your Typeform API Key to connect your Typeform account to Zapier.
Select your Typeform account and click on Test. Then click on Save + Continue.
Set up Typeform Entry
Select the form you created in Typeform and Click on Continue. (Make sure you have at least one recent entry to test this form in next step)
Test the Typeform for the entries you made and click Continue
Setting up Action
Choose your action app
Search for TeamWave and select TeamWave's app.
Select the action Create Deal/Contact/Organization and click on Save + Continue
Connect TeamWave account
To connect your TeamWave account, click on Connect an account and Paste your API Key and click Continue.
Select your TeamWave account, then click on the test and then click on Save + Continue
Set up Template*
This is an important step to make sure your zap works in the way you intend. There are many fields from TeamWave (here, action) in this template, some of which are optional and some are required. Use the + option on the right of each action field, to see the fields from your TypeForm (here, trigger) to populate your TeamWave fields. Next to the name of the field is a sample value that helps to clarify what info you can expect to be in that field.
Map TeamWave fields with Form fields
You can even type in something in a field, which will be part of every item you create through a Zap.
For example, for the Deal name, you might want to keep it something like, <Your client's name>'s Deal. So, you could match Deal name action field with your Client's name and hardcode ( 's Deal ).
Testing this action
In this step, the sample from testing the trigger will be used, and you can see exactly what values will be used in each field for your action. When you click to 'Send a test to TeamWave', the Zap will be performing the action on the TeamWave account you have connected.
Once your Zap has been tested, you can switch it on. At this last step, you can give this Zap a name and also place it in a folder so that you can keep your Zaps easily identifiable and organised.
