Introduction:
Hikebranding developers shall explain how to streamline your customer management process by automating the creation of new customer entries in Printavo using Typeform submissions via Integrately. This integration allows you to automatically add customer data collected through Typeform directly into Printavo, eliminating manual data entry and saving valuable time. Follow this guide by our developers to set up a seamless connection between these tools and enhance your workflow efficiency.
Automated Customer Entry:
Instantly create new customer entries in Printavo directly from Typeform submissions.
Integration Flexibility:
Instantly create new customer entries in Printavo directly from Typeform submissions.
Real- time Updates:
Ensure that customer records are always up-to-date across both platforms without delay.
Enhanced Data Accuracy:
Minimize discrepancies and ensure data consistency with automated data transfer.
Scalability:
Easily scale your customer management process as your business grows, maintaining efficiency and accuracy.
Secure and Reliable:
Trust in the security and reliability of the integration, ensuring that sensitive customer information is handled with care and compliance.
Platforms:
We will use Typeform, Integrately and Printavo for this automation.
In this workflow, when a Typeform is submitted, Integrately receives the data and it creates a customer in Printavo.
Steps:
1. Typeform Setup:
- Login to your Typeform Account.
- Create a Registration Form by click on create a new form button
- Select an option to add content in form, I am using Start from Scratch.
- Click on Add Content.
- Select an option to add to the form. If you choose “Contact Info,” a prebuilt contact form will be automatically included.
- Add template design from right side options.
- Click on Share to get link of this form.
- Click on Publish button to publish the form.
2. Printavo Setup:
- Create an account in Printavo.
- Login to Printavo Account.
- Go to the My Account option.
- Inside the Shop Information Option generate API Token.
- Copied API Token.
3. Integrately Setup:
- Create an Account in Integrately.
- Login to Integrately Account.
- Click on New Automation button.
- Add the details to generate automation. I have used Typeform.
- Select the Printavo as an Action app and Create Customer as an event for Automation.
- Add the connection for Typeform and Printavo.
- Select form ID from typeform.
- Mapped all the form response fields with printavo fields.
- Test and Turn ON automation.
Results:
Typeform
Form
Responses in typeform
Printavo
Conclusion:
By integrating Typeform with Printavo through Integrately, you can significantly streamline your customer management process. This automation as explained by HikeBranding developers, eliminates the need for manual data entry, ensuring that customer information is accurately and promptly added to your Printavo. With this efficient setup, you’ll save valuable time and reduce the risk of errors, allowing you to focus more on delivering exceptional service to your customers. Enhance your workflow and optimize your operations by leveraging this powerful integration today.
