How to Log Typeform Leads Automatically in Airtable Using Pabbly Connect

Learn how to log Typeform leads automatically in Airtable for real-time tracking and follow-up using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To log Typeform leads automatically in Airtable, start by accessing Pabbly Connect. Visit the Pabbly website by typing Pabbly.com in your browser. If you are a new user, you can sign up for free and receive 100 tasks monthly, or simply log in if you already have an account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. Choose the new beta workflow builder for a more modern experience. Name your workflow ‘Log Typeform Leads Automatically in Airtable’ for easy reference.

2. Setting Typeform as the Trigger Application

In this step, you will set Typeform as the trigger application in Pabbly Connect. Click on the trigger application box that appears after naming your workflow. Select Typeform from the list of applications. The trigger event should be set to ‘New Entry’ to capture new leads.

• Choose ‘New Entry’ as the trigger event.
• Click on ‘Connect’ to establish a connection with your Typeform account.
• Grant permission to Pabbly Connect to access your Typeform data.

After connecting, select the specific Typeform you want to use. Ensure you have your Typeform ready with fields like first name, last name, phone number, and email. This setup allows Pabbly Connect to capture all necessary lead details automatically.

3. Testing the Typeform Submission

To ensure everything is set up correctly, you need to perform a test submission. Open your Typeform and fill in the fields with dummy data. After submitting, return to Pabbly Connect to check if the response has been captured successfully.

Check the workflow for a response from Typeform. You should see the details you entered in your test submission. This confirms that the connection between Typeform and Pabbly Connect is working correctly. If you see the data, you can proceed to the next step.

4. Setting Airtable as the Action Application

Next, you will set Airtable as the action application in your workflow. Click on ‘Add New Action Step’ in Pabbly Connect and select Airtable. Choose ‘Create Record’ as the action event. This will allow you to add the captured lead details into your Airtable database.

• Click on ‘Connect’ to link your Airtable account.
• Select the base you want to add records to; for example, ‘New Leads’.
• Map the fields from Typeform to Airtable, such as first name, last name, email, and phone number.

Mapping ensures that every new lead submitted through Typeform is automatically added to your Airtable database. This dynamic setup allows for seamless lead tracking and follow-up, facilitated entirely by Pabbly Connect.

5. Finalizing Your Automation Workflow

After mapping the fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This finalizes your automation setup. You should receive a positive response indicating that the lead details have been successfully added to Airtable.

To verify, refresh your Airtable database and check that the new lead appears. This confirms that your workflow is functioning as intended, automating the process of logging Typeform leads in real-time.

Conclusion

In this tutorial, we’ve successfully integrated Typeform with Airtable using Pabbly Connect. This automation allows you to log leads automatically for real-time tracking and follow-up, enhancing your business efficiency.