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Customerlabs CDP Documentation

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Typeform is an online form builder tool that allows you to construct forms or survey online without any coding and record users’ responses. 

The CustomerLabs + Typeform helps marketers bring customers data from Typeform, unify them with existing customer information across the martech stack to create 360° customer profiles and sync that data to any destination platform to trigger relevant workflows without having to depend on their developers. 

Follow the steps to connect Typeform with CustomerLabs:

1. Login to CustomerLabs CDP and navigate to Sources.

CustomerLabs sources dashboard selection in the menu ribbon bar

2. Search and select Typeform from the list of available Sources.

Typeform as a source into CustomerLabs CDP

3.  Click on “Create source URL” to configure in Typeform Webhooks.

Typeform source URL creation

4. Change the custom source name if required and copy the Workflow URL.

Creating a custom source, the typeform.

5. Now login to the Typeform and under My workspace, go to “Connect”.

In the typeform dashboard connect the data

6. Under Wehbooks tab and click on “Add a Webhook”.

Webhook integration inside webhook dashboard

7. Paste the URL that you have received from CustomerLabs and click on “Save webhook”.

Adding a webhook and saving it for data transfer from typeform to CustomerLabs through webhook.

You have now connected Typeform with CustomerLabs. You will start receiving the raw data.

Building Workflows in CustomerLabs CDP

Setting up a workflow in CustomerLabs CDP will allow you to configure and bring in clean data in accordance with your needs.

A sample workflow explained below can be used to bring users’ data to CustomerLabs when they submit a new form/survey. 

1. Go to the CustomerLabs account → Navigate to the Sources page → Under the Typeform source you created, edit the draft workflow.

Workflow edit focussed screenshot of CustomerLabs CDP App

2. Give a name for the workflow and enter workflow delay (if required) → Save

Then click on “Next: Choose sample data”. Before proceeding submit one test Jotform to get sample data in the CustomerLabs.

Workflow setup

3. Click on “Fetch new data”.

Data selection to fetch new data screen inside CustomerLabs CDP

4. You can view the incoming data samples in CustomerLabs CDP.

5. Select any one sample that suits your requirements & click on view details to see more information.

Data selection view details

6. Click on “Select this sample” & hit “Filter incoming data”.

Select sample raw data inside CustomerLabs CDP app

7. Click on “Create filter criteria” to give your filter condition. In this example let’s bring in form details that have email ids.

Filter incoming data to streamline data collection inside CustomerLabs CDP

8. Choose the field from the drop-down list as email and give the condition as exist.

Filter incoming data conditions

9. Now go to Event configuration step. Here’s a detailed breakdown of how events can be configured.

Filtering event data using conditions and then moving on to next step.

10. Here, you can give a custom name for the event or select from a list of predefined events as shown below.

Event configuration using create a new custom event or the existing event.

11. User Identity mapping lets you identify & combine all user-related data. Since an incoming form may have an email id or phone number, it can be used to identify users (identify_by_email) or (identify_by_phone) and combine all present and future information from Typeform.

12. Choose the value for the email or phone field using the drop-down which shows data from the selected sample.

User identity mapping to be identified by email and phone.

13. Once the user mapping is done, you can categorically map other incoming information into the different buckets as shown in the image below.

For example, map the user traits to enrich the user profile → Click Save

Mapping user traits by email phone number ID, etc., to send data in a streamlined manner into CustomerLabs CDP

14. After mapping other attributes, click on “Save Workflow”. You will receive the form data in this workflow.

You can check the logs for details regarding the incoming data.

Map other attributes using event properties and UTM traits to save workflow.
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