Workflow overview
Why this workflow matters
Useful for software delivery and engineering operations. Helpful for business development and pipeline building.
Community Node Disclaimer: This workflow uses KlickTipp community nodes. 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: Captures new quiz submissions from Typeform, including user details and quiz responses. Data Processing and Transformation: Formats phone numbers to numeric-only format with international prefixes. Converts dates (e.g., birthdays) to UNIX timestamps. Maps multiple-choice quiz answers to string values for API compatibility. Scales numeric quiz responses for tailored use cases. Subscriber Management in KlickTipp: Adds participants as subscribers to a designated KlickTipp list, with custom field mappings for: Personal details (e.g., name, email, phone number, birthday). Quiz responses (e.g., intended usage of KlickTipp, company location, and team size). Tags contacts for segmentation: Adds fixed and dynamic tags to contacts. Error Handling: Handles empty or malformed data gracefully, ensuring clean submissions to KlickTipp. Setup Instructions Install and Configure Nodes: Set up the Typeform and KlickTipp nodes in your AlekSystem instance. Authenticate your Typeform and KlickTipp accounts. Prepare Custom Fields in KlickTipp: Create custom fields to store quiz answers and personal details, such as: | Field Name | Field Type | |----------------------------------------------------|------------------| | Typeform \| URL Linkedin | URL | | Typeform \| Question 1 KlickTipp benefits | Text | | Typeform \| Question 2 KlickTipp headquarter | Text | | Typeform \| Question 3 Members CHT | Decimal Number | 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. Resources: Typeform KlickTipp Knowledge Base help article Use KlickTipp Community Node in AlekSystem Automate Workflows: KlickTipp Integration in AlekSystem
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