Integrate Typeform with Microsoft Teams Using Pabbly Connect

Learn how to automate Typeform submissions to Microsoft Teams using Pabbly Connect for seamless notifications and team collaboration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by visiting the official website. Here, you can create a free account that allows you to utilize 100 automation tasks each month. Once you have signed up, log into your Pabbly Connect dashboard to start setting up your workflow.

In the dashboard, click on the ‘Create Workflow’ button. You can name your workflow something descriptive, such as ‘Typeform to Microsoft Teams Automation’. This naming helps you identify the workflow later on. After naming, click on the ‘Create’ button to proceed to the workflow setup.

2. Setting Up the Trigger with Typeform

The next step involves setting up the trigger for your automation. In this case, the trigger will be a new submission from Typeform. In the trigger application field, select Pabbly Connect and then choose Typeform from the list of applications.

• Select ‘New Entry’ as the trigger event.
• Connect your Typeform account by clicking on ‘Connect’ and then ‘Add New Connection’.
• Authorize Pabbly Connect to access your Typeform account.

Once connected, select the specific Typeform you wish to use for this integration. After selecting the form, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is properly receiving data from Typeform.

3. Testing Typeform Submission

After setting up the trigger, you need to test the Typeform integration. Fill out the Typeform with dummy data to simulate a real submission. For example, enter a first name, last name, email, department, and ticket description to complete the form. using Pabbly Connect

Once you submit the form, check the Pabbly Connect workflow to see if the data has been captured correctly. You should see a response indicating that the data, including the first name, last name, email address, department, and description, has been received successfully.

4. Configuring the Action to Send Message in Microsoft Teams

Now that the Typeform submission is set up as a trigger, the next step is to configure the action that will send a message to Microsoft Teams. In the action application field, select Pabbly Connect and then choose Microsoft Teams.

• Select ‘Send Message in a Channel’ as the action event.
• Connect your Microsoft Teams account by clicking on ‘Connect’ and then ‘Add New Connection’.
• Authorize Pabbly Connect to access your Microsoft Teams account.

After connecting, select the appropriate team and channel where you want to send the notifications. You can customize the message to include details from the Typeform submission, ensuring your team receives all necessary information.

5. Finalizing the Integration and Testing

To finalize the integration, review the message you have set up for Microsoft Teams. Make sure to map the fields from the Typeform submission accurately, such as the first name, last name, department, and ticket description. using Pabbly Connect

Once everything is set, click on ‘Save and Send Test Request’ to ensure that the message is sent to Microsoft Teams correctly. Check the designated channel in Microsoft Teams to confirm that the message appears as expected, reflecting the details from your Typeform submission.

Conclusion

This tutorial demonstrated how to integrate Typeform submissions with Microsoft Teams using Pabbly Connect. By automating this process, you can ensure your team is promptly notified of new submissions, saving time and enhancing communication.