Typeform Integration

Overview

Connect Typeform to turn form submissions into leads and trigger calls, WhatsApp follow-ups, or other campaign workflows.

Capabilities

• Lead import: New submissions create or update leads in a chosen campaign.
• Field mapping: Map Typeform questions into OutCaller lead fields: name, phone, email, and description.
• Automatic webhooks: The webhook is registered with Typeform automatically when you save the form mapping — no manual setup required.

Prerequisites

• A published Typeform form.
• A Typeform personal access token that can read forms and manage webhooks.
• An OutCallerAI campaign with an assigned agent.
• Questions that collect a name and phone number.

Setup

1. Open Integrations: Go to the Integrations Dashboard and select Typeform.

2. Connect and open Setup: Click Connect Typeform, then switch to the Setup tab.

3. Personal Access Token: Create one in the Typeform Developer portal → Personal tokens, then paste it into the Access Token field.

4. Map form to campaign: After credentials save, pick a Typeform form and Campaign.

5. Map lead fields: Choose which Typeform question should populate each OutCaller lead field:

   • Name
   • Phone
   • Email
   • Description

   Name and phone are required. Email and description can be left unmapped if your form does not collect them.

6. Save: Save the setup. New submissions will create or update leads in the selected campaign using the saved field mapping.

How it works

• OutCaller uses the saved field mapping first. Automatic label matching is only used to prefill suggestions. Each new submission imports into the selected campaign for outbound workflows.

Verify the integration

Submit a test response with a unique phone number. Confirm the lead appears in the selected campaign with the expected mapped values.

Troubleshooting

• If no forms appear, verify the token belongs to the expected Typeform account.
• If no lead appears, confirm the form is published, the mapping is saved, and the managed webhook is active.
• If fields are blank, remap the affected Typeform questions and save again.

Disconnect

Select Disconnect Integration in the Typeform drawer. OutCallerAI removes its managed webhook and saved credentials; existing leads remain.