Hi TF Community,
We are using a Salesforce lead form, which redirects to a Typeform to collect additional information for lead qualification.
Some background on why we are doing it this way:
- Getting a web-to-lead form HTML generated to get on our website and to integrate to SF to create a lead without building an integration at the time was much simpler/less dev. But now it seems that updating this forms in PHP in our Wordress site is much more complex than initially realized, so not very easy to just add these additional qualifying questions right into the SF lead form.
- TBH - We don’t like the ‘1 Q per screen’ when you have just asking a user for basic information, I do get it for a UX perspective when progressing through more ‘thought provoking’ and potentially optional questions, but really don’t want our basic lead capture to be in Typeform survey format (in case the advice was to ‘do it all in Typeform’)
Initially, the redirect to the Typeform survey post submission was more optional, but it’s turning to be more critical for efficient qualification and onboarding. We are already collecting email in the initial form, so don’t want to ask it again (although we are now, for mapping). I’m not sure if hidden fields works for this use case, since the hidden field value is not predetermined, but user inputted.
Does anyone have a similar use case and know of a low-development way to pass the email through to Typeform? Going to look into the Salesforce plugin as well, but not sure it will automatically pass the email…
thank you!!
Colleen
