by Mien Trung Software (CRMPluginHub)

MTS Typeform Integration for SuiteCRM connects Typeform with SuiteCRM 7 & 8, allowing you to map form fields to any module, including custom ones. Sync data in real-time, automate workflows, and streamline data collection effortlessly.

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Admin Guide

Configuration

License Configuration

  1. Login as admin and go to Admin area
  2. Looking for MTS Typeform Integration Settings panel
  3. Select MTS Typeform Integration License Configuration
  4. Input you license key and hit VALIDATE
  5. Click CONTINUE to go to Personal Token configuration

MTS Typeform Integration Configuration

  • Log in as an admin and go to the Admin area.
  • Locate the MTS Typeform Integration Settings panel.
  • Click on MTS Typeform Integration Personal Access Token Config. Screenshot 2024-10-08 at 14.23.47.png
  • Follow the instructions to generate a Personal Access Token, enter it, and click Save. Screenshot 2024-10-08 at 14.24.29.png
  • If the token is saved successfully, a Go to Mapping Configuration button will appear. Click on it, or search for "MTS Typeform Integration Mapping Config" from the Admin area. Screenshot 2024-10-08 at 14.25.52.png
  • Click Create MTS Typeform Mapping Configuration.
  • Enter a Name, select a Typeform Form (make sure you’ve created at least one form), and map the form fields to SuiteCRM module fields. Screenshot 2024-10-08 at 14.27.12.png
  • Ensure the configuration is set to Active, then click Save.
  • To disable a configuration, edit it, uncheck Active, and click Save.
  • You're all set! Go to the form and start testing the sync.
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