Typeform Integration with Pronnel - A Complete Guide
Streamline your form management workflow by connecting Typeform with Pronnel. This comprehensive guide will walk you through setting up Typeform integration, managing form submissions, tracking form performance, and automating data processing between your interactive forms and project management processes.
Steps To Follow
Step 1: Access App Integration in Pronnel
Log into your Pronnel account and navigate to the main dashboard. Look for the "Apps" section in the left sidebar or top navigation menu. Click on it to access the app integration marketplace where you can connect various third-party services including Typeform.
Step 2: Connect Your Typeform Account
In the app integration section, find and click on the Typeform integration card. Click it to start the integration process. Use the private or shared instance to connect your Typeform account to Pronnel.
Step 3: Configure Form Settings
After successful creation of instance, It will be redirected to Typeform where you need to authorize Pronnel to access your forms. Make sure you're logged into the correct Typeform account and grant the necessary permissions.
Step 4: Create Automation Rule to Create Item on Form Submission
Create a new automation rule to create an item on form submission. For example, you can create a rule that automatically creates an item on form submission and moves the item to the next bucket and applies the appropriate labels and tags.
Step 5: Disconnect or view the form submissions
You can disconnect the Typeform integration by clicking on the "Disconnect" button. You can view the form submission count in typeform dashboard.
Conclusion
Typeform integration with Pronnel creates a powerful bridge between your interactive form management and project management workflows. By following this guide, you can seamlessly connect your forms, track submissions, and automate routine form processing tasks.
The integration allows you to maintain visibility into your form performance directly from your Pronnel boards, ensuring that form managers and project teams stay aligned. With automated workflows, you can reduce manual data entry and focus on what matters most - collecting and processing valuable data.
Remember to regularly review and update your integration settings as your forms evolve. For additional support, visit Pronnel Support or check out our YouTube channel for more integration tutorials.
Frequently Asked Questions About Typeform Integration with Pronnel
What permissions does Pronnel need to access my Typeform forms?
Pronnel requires necessary permissions to access your Typeform forms to track submissions, responses, and form data. You can control which forms are accessible through Typeform's webhook settings.
Can I integrate multiple Typeform accounts with Pronnel?
Yes, you can connect multiple Typeform accounts to Pronnel. Each connection can be configured independently with different form access and automation rules.
Will Typeform integration affect my form performance?
No, the integration uses Typeform's webhook system efficiently and won't impact your form performance. Pronnel only receives data and doesn't modify your forms or submission data.
Can I set up different automation rules for different forms?
Yes, you can configure unique automation rules and workflows for each form, allowing you to customize the integration based on your form requirements.