Concierge Fire Typeform Integration

In this article, we will discuss integrating Concierge Fire with Typeform. Typeform + Chili Piper enables your qualified leads to book meetings directly with your reps after they submit a form.

Note: This integration is available for Typeform customers on the Plus plans and above, as the Redirect feature is required.

Table of Contents

• Create your Typeform
• Create a thank you page
• Add redirect page to your Typeform template
• Map your form fields on the router

Create your Typeform

The first step is to create a form in Typeform. This can be done either through a custom or existing template or from scratch.  Based on your Typeform license type, the way this looks may differ slightly.

The key takeaway is that you should include all of the questions (fields) that you would use in your rules for routing or CRM updates.

In the above example, we are walking a user through questions that ask for First Name, Last Name, Email, Phone number, and Country. You can add any questions you like, but Email is required for this to work.

Create a Thank You Page

Create a thank you page on your website, or you can use an existing one that we will redirect to in Typeform. The magic happens when the following snippet of javascript is added to this thank you page:

<script src="https://domain.chilipiper.com/concierge-js/cjs/concierge.js" crossorigin="anonymous" type="text/javascript"></script>
<script>
ChiliPiper.deploy("domain", "router", {
"formType": "Typeform",
})
</script>

You can find this code in your Concierge Router's "Embed" section in the flow builder by clicking "On a Website" and select "Typeform" from the Form Type dropdown. Remember to Copy the snippet.

In the screenshot above, automagicsync is the domain name, and, dele-forms, is the router name.

We would recommend that you include this snippet in your web page's footer section.

Add a Redirect Page to your Typeform Template

Now that we have that thank you page ready, we will redirect prospects to it when they fill out the form.

In the template settings in Typeform, you should be able to redirect on completion. For more details, refer to this Typeform article.

The URL we enter here will include several variables. In our example below, note we include FirstName, LastName, Email, and Country as the values we want to route.

The dynamic tags above (shown in green) are generated based on the questions you have asked in the Typeform. Depending on your Typeform license, the look of these tags may differ slightly.

<script src="https://domain.chilipiper.com/concierge-js/cjs/concierge.js" crossorigin="anonymous" type="text/javascript"></script>
<script>
ChiliPiper.deploy("domain", "router", {
"formType": "Typeform",
"queryVariable": "Email" // update here
})
</script>

Map your form fields on the router

You must ensure that the Form field names here match the URL field names used in the screenshot from the previous section. Note that capitalization matters.

Please take a look at this article for more information on form mapping. 

You are all set once this is done, and that script is on the thank you page!