Typeform Airtable Integration: 10 Easy Steps

on Airtable, Data Automation, Data Driven Strategies, Data Integration, data management, Spreadsheet Application, Typeform • November 10th, 2021 • Write for Hevo

With Airtable, you can capture leads, collect survey results, run a quiz, or even register people for an event and store their responses automatically, powerfully, and robustly. When you integrate Typeform with Airtable, you can send responses directly to an Airtable base, allowing you to organize and view them easily. Isn’t this great?

In this article, you will learn more about Typeform and Airtable. You will understand how to set up Typeform Airtable Integration. In addition, you will explore some amazing use cases of this Integration. So, read along to gain insights and understand how integrating Typeform Airtable will help you.

Table of Contents

Prerequisites

To successfully integrate Typeform Airtable, you will need the following to get started:

  • A set up Airtable account that includes a base and a table.
  • You need a Typeform account of at least a free level.
  • The Typeform contains questions that correspond with your Airtable fields.

Introduction to Typeform and Airtable

Typeform Airtable - Typeform Logo
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Typeform is a powerful data collection tool that makes the entire process simple and enjoyable. It allows you to create anything from forms, quizzes, surveys, and more using a web-based system. To explore the key features of Typeform, visit the Typeform Homepage.

Typeform Airtable - Airtable Logo
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The Airtable online platform allows users to create and distribute relational databases efficiently. Using Airtable is like working with spreadsheets and databases combined. Users can quickly spin up a database using the simple interface, which is colorful, friendly and enables them to create a database in minutes. 

There are possibilities for storing, organizing, and collaborating on anything-from product inventories to employee directories. There are many ways to present information using Airtable, including grids, calendars, kanbans, galleries, and more.

Understanding Working of Typeform Airtable Integration

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Accessing the Typeform Airtable Integration is done through the Typeform Connect panel. Typeform questions can be mapped to specific Airtable fields using a simple setup wizard. As soon as the questions have been set up, the answers will be automatically inserted into your table so they can be filtered, sorted, or grouped. 

In the next section, you will learn to set up Typeform Airtable Integration.

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Steps to Set Up Typeform Airtable Integration

It is possible to collect information using Typeform and sync it to an Airtable. To feed your Airtable, you must first create the Typeform. In your Typeform, you must create a question for each field in Airtable you want to send information to.

The Typeform Airtable Integration can be set up in a matter of minutes after you’ve created a Typeform that will collect all the data you need in Airtable.

Step 1: Navigate to the Connect panel from the Workspace after opening your Typeform. Scroll down to Airtable integration and select Connect as shown below.

Typeform Airtable - Airtable App
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Before you set up the Typeform Airtable integration, ensure that your Typeform has been updated with the latest changes.

Step 2: Firstly, log in to your Airtable account by clicking the Log In to Airtable button.

Step 3: The next step is to obtain your Airtable API key. By doing so, your Typeform will be able to access your Airtable data. It can be found by opening a new tab in your browser and logging into Airtable. After clicking Generate or Regenerate API Key, you will see the options shown in the image below.

Typeform Airtable - API Key
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Step 4: Simply copy and paste your API key into the Enter your API key tab in the Typeform tab as shown below and click on Continue.

Typeform Airtable - Enter API Key
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Step 5: Congratulations, your Typeform Airtable accounts have been integrated! Now you need to select the base you wish to connect to.

Step 6: Next, choose the table to which you wish to send the data as shown below.

Typeform Airtable - Choose Table
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Step 7: Here’s the critical part: linking your Typeform questions with their respective fields. Choose the Typeform question you’d like to ask from the left drop-down menu, then click on the right to select the corresponding Airtable field.

The following is a sample of our Typeform questions:

Typeform Airtable - Typeform Questions
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 The following are samples of related Typeform Airtable questions and fields:

Typeform Airtable - Airtable Fields
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Click +Add another after you have connected each question, and then click Continue when you have finished.

Step 8: Once you reach this screen, click the button that says Activate integration as shown below.

Typeform Airtable - Activate Integration
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Step 9: You’re all done! Now that your Typeform Airtable integration is live, you can see it in the Connect panel.

Typeform Airtable - Delete Integration
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You can activate and deactivate your Typeform Airtable Integration with the blue toggle. You can delete the Typeform Airtable Integration by clicking the three dots as shown above.

At this time, you can’t edit the Typeform Airtable Integration. To change how Typeform questions are mapped to Airtable fields or make changes to your Typeform questions, you must delete the integration and recreate it.

Step 10: After you have completed your Typeform Airtable Integration, please test it, and then click Submit at the end to submit your results. Check that your Airtable has received the data correctly. 

New data submissions will be displayed almost immediately. The test submission can be deleted from Airtable, and you can share your Typeform as needed! Your data will roll in without you having to touch it!

Hurray!! You have successfully set up Typeform Airtable Integration.

You can use the Typeform compatibility checker to see which Airtable fields are compatible. In the image shown below are Typeform questions that are compatible with Airtable fields.

Typeform Airtable Questions Compatibility
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Each multiple-choice answer in your question must have a corresponding field in Airtable. Typeform’s Multiple Choice question can have fewer options than Airtable’s Single Selects area, but not the other way around. 

Ensure Multiple Selection is turned off in Question Settings when mapping Multiple Choice questions to a Single Select field.

Note: As of currently, multiple-choice questions do not support the mapping of other fields. You will not be able to integrate a Typeform with the other field.

Work Smarter with Typeform Airtable Integration – Use Cases

Here are some time-saving ideas you can use with the Typeform Airtable Integration. Each Typeform is shown along with an example of how it could be used to collect responses.

1) Coordinate Lead Generation and Quote Requests

The conversational approach Typeform takes to data collection makes it perfect for collecting leads. Contact details can be collected, and details about the services they’re interested in can be obtained. There are examples of online quote forms you can download.

The information you’ve already gathered can be instantly uploaded to Airtable. Utilizing Airtable’s sorting and filtering options, you can quickly prioritize the hottest leads.

The following example filters all leads, which indicate they are ready to proceed, then sorts them by the deadline. By ranking them based on priority, we can avoid having to wade through large amounts of data. Using a Calendar view, we can easily view those deadlines alongside other pending tasks.

2) Manage Applications and Registrations

Have you thought about expanding your sports team? Do you want to make registering for your summer camp easier? Are you having trouble filling up the slots at your avant-garde poetry festival? Use a dazzling Typeform to impress your audience, and you’ll see them slamming doors with a metaphorical digital hammer.

The following is an example of a membership registration Typeform for your Space Club that would be sure to bring in lots of budding astronauts.

Are you looking for a quick way to determine how many binoculars you need to order? Using Airtable, you can easily see which things you have and which ones you don’t:

3) Hold Contests and Quizzes

Engaging your audience through social media giveaways is a sure way to keep them interested. With Typeform Airtable Integration, you can create a captivating entry quiz regardless of whether you’re offering a discount on your next purchase or luring someone with a round-the-world cruise.

Here is an example of Facebook-friendly contests. This one is offering the winner a trip to Germany. The answers are sent straight to Airtable Base in real-time so that you can see everyone’s responses in one place. This is especially easy to see in the Gallery view since you see separate cards for each entry, making it easier to choose the best answer.

How about using multiple tables in the same database and sending each form’s responses to a different one if you run regular promos like this?

4) Conduct a Market Analysis

Typeform is an excellent tool for market research. Using a conversation-style approach, you can quickly and easily obtain detailed information from people. Additionally, it’s much more polite than shoving the clipboard in someone’s face in the middle of the street.

Consider the case where you wanted to validate a new product line through an in-depth survey. As a result, you can use Airtable to analyze the results and segment the demographics of the respondents based on grouping and filtering. Therefore, you will be able to spot patterns that might indicate opportunities or risks more efficiently.

5) Get Feedback from Customers

Isn’t it true that customers are always right? This is why it’s crucial to listen to the customer. However, it is also vital for you to know how to listen, lest you end up with an overwhelming wall of sound. 

Using a Typeform, you can group questions to create a coherent dialogue between you and your customers. In addition, it blends rating scales and open questions so you can make qualitative and quantitative assessments.

With Airtable, you can take advantage of this valuable feedback in all sorts of ways. You can, for instance, group feedback from specific customer segments. By doing this, you can identify what works for who and identify the needs of different audiences.

6) Organize Events

After watching the movie Fyre on Netflix, every event planner has night terrors about organizing their next event. To ensure your festival does not end up like Billy McFarland’s doomed festival, you can rely on Typeform and Airtable.

By integrating Airtable, you’ll have an instant view of who’s coming, who you need to contact again, and who you need to keep away from the Waldorf salad.

7) Gather Feedback from Attendees

It’s more sensible to send event attendees a feedback form after the event than to ask them to write on a questionnaire and place it in a box as they leave.

In addition to ratings, there are open-ended questions to give you a better understanding of what went well and what didn’t so that you can plan for the next gathering more effectively. You can use Airtable’s Sort feature here to categorize your advocates from your adversaries. 

The festival’s fans can instantly be seen so that we can get in touch with them for testimonials. Furthermore, you could follow up with the attendees who rated the event low to find out how to make it better next time.

8) Handle Job Applications

To impress top talent, you need to make your job application form as smooth as butter. As the professional face of your recruitment, you can use a Typeform and then automatically send the candidates to an Airtable base. As a result, talent management software can be omitted, and you won’t have to deal with stacks of resumes. A filter can be applied to a view in Airtable to exclude specific candidates from the list.

9) Gather Feedback on Products

Bill Gates once said, “You can learn the most from your most unhappy customers.” Take the time to find out what is making people mad about your product, and you too can become a multimillionaire.

Customers and users can rate different aspects of your product or service using this product feedback survey. You will get an accurate and truthful account of what people genuinely think with this conversational approach.

You can slice and dice the dirt as you please once your users have dumped it. By grouping the feedback based on positivity, we can see what the fans adored, and the detractors hated.

10) Keep Track of Expenses

Everyone involved in managing expenses dislikes it. While there are some handy app solutions to choose from at the moment, if you don’t want to spend a lot of money on yet another software subscription, Typeform and Airtable will do the trick just fine.

If you have staff members who incur expenses, just share a reimbursement form with them and request that they fill it out whenever they incur one. With the file upload feature, users can upload photos of receipts (along with details of expenses) and then submit them.

Conclusion

In this article, you gained a basic understanding of Typeform and Airtable. You understood the need for Typeform Airtable Integration. Moreover, you learned the detailed steps to set up Typeform Airtable Integration. At the end of this article, you explored some of the Typeform Airtable use cases, that can help you automate your workflows.

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Share your experience of setting up Typeform Airtable Integration in the comments section below!

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