How to integrate Affinity with Typeform
Integrate Affinity with Typeform by reaching out to support@affinity.co or your Affinity representative and asking them to unlock this integration for your account.
Prerequisites
- You must be on the Premium or Enterprise Tier and be an account admin (see Affinity Native Integrations).
- You must have a paid Typeform account with access to webhooks.
- Once you've done the above, click Settings on the left-side of your screen.
- Click on the Integrations tab, then click on Typeform.
- Jump to the relevant Typeform integration, data format table, or the FAQ section to learn more:
- Integration: Typeform Response to Affinity Organization List
- Integration: Typeform Response to Affinity Person List
- Data Format Table: Typeform field types and their corresponding Affinity field types
- Frequently Asked Questions
Typeform Response to Affinity Organization List
For incoming Typeform submissions and file attachments used to track organizations, Affinity will add them as list entries and attach those files to your desired organization list in Affinity.
- Within the Typeform Response to Affinity Organization List integration, click Select.
- Click Configure new solution.
- Authenticate your Typeform account.
- Select the specific Typeform form that you'd like to receive data from, then click Next.
Note: If your Typeform account has more than 200 forms, you may not be able to find the specific Typeform form in the dropdown suggestions - please reach out to support@affinity.co with the relevant form ID if this is the case and we’d be happy to set it up for you. - Select the Affinity organization list that you'd like to sync the Typeform submissions into.
- Map the organization name and organization URL fields from your Typeform Form to the relevant fields shown below. Please make sure your Typeform Form requires organization name and organization URL as those fields are required to create an organization in Affinity.
- Click Finish and you're all set! Once a response comes in, we will automatically create custom list-specific fields for each question from your Typeform Form.
- You’ll notice a series of letters and numbers in parentheses next to each field's title - this the unique Typeform ID for each field. Please do not edit/delete the Typeform IDs in each field as it is required to map the responses properly.
- To understand what field types will be created in Affinity based on the field types within the Typeform Form, please check out the section: Typeform field types and their corresponding Affinity field types
Typeform Response to Affinity Person List
For incoming Typeform submissions and file attachments used to track people, Affinity will add them as list entries and attach those files to your desired people list in Affinity.
- Within the Typeform Response to Affinity Person List integration, click Select.
- Click Configure new solution.
- Authenticate your Typeform account.
- Select the specific Typeform form that you'd like to receive data from, then click Next.
Note: If your Typeform account has more than 200 forms, you may not be able to find the specific Typeform form in the dropdown suggestions - please reach out to support@affinity.co with the relevant form ID if this is the case and we’d be happy to set it up for you. - Select the Affinity people type list that you'd like to sync the submissions into, then click Next.
- Map the first name, last name, and email address fields from your Typeform Form to the relevant fields shown below. Please make sure your Typeform Form requires first name, last name, and email address as those fields are required to create a person contact in Affinity.
- Click Finish and you're all set! Once a response comes in, we will automatically create custom list-specific fields for each question from your Typeform Form.
- You’ll notice a series of letters and numbers in parentheses next to each field's title in the column - this is the unique Typeform ID for each field. Please do not edit/delete the Typeform IDs in each field as they are required to map the responses properly.
- To understand what field types will be created in Affinity based on the field types within the Typeform Form, please check out the section: Typeform field types and their corresponding Affinity field types
Typeform field types and their corresponding Affinity field types
Based on the field types in your Typeform Form, here are the field types that will get created in Affinity:
| Typeform Field Type | Affinity Field Type |
| Address |
Creates multiple dropdown-type fields in Affinity - one field for each portion of an Address ----------------------------------------------------------------------------- e.g. Address Line 1, Address Line 2, City, State, ZIP Code, Country |
| Contact |
Creates multiple dropdown-type fields in Affinity - one field for each portion of an Address ----------------------------------------------------------------------------- e.g. First Name, Last Name, Email Address, Phone Number, etc. |
| Date | Creates a date-type field in Affinity |
| Creates a dropdown-type field in Affinity that supports single vales only | |
| File Upload | The file will get uploaded to the respective contact's profile page in Affinity |
| Long text | Creates a text-type field in Affinity |
|
Multiple choice (with multiple selections turned on) |
Creates a dropdown-type field that supports multiple values |
| Number | Creates a number-type field in Affinity |
| Ranking | Creates a dropdown-type field that supports multiple values |
| Rating | Creates a number-type field in Affinity |
| Short text | Creates a dropdown-type field in Affinity that supports single values only |
| Yes/No |
Creates a dropdown-type field in Affinity with "True" and "False" options ----------------------------------------------------------------------------- "True" means "Yes" and "False" means "No" |
Frequently Asked Questions
What happens to duplicate Typeform submissions regarding the same person or organization?
- The person/organization will not get added to the list again and therefore will not create any duplicate list entries.
- The following Typeform submissions will not overwrite the data from the original Typeform submission unless a field was left blank during the original Typeform submission.
Can you link the same Typeform form to more than one list in Affinity?
- Yes. For example, you can link the same Typeform form to both an organization list (to create and track organizations in Affinity) and a people list (to create and track people in Affinity).
- Note: Just make sure that the questions in the Typeform form include the required fields to create the necessary entities:
- To create organizations: Organization Name and Website
- To create people: Full Name and Email Address
How come I don't see a specific Typeform Form appear in the dropdown search results?
- If your Typeform account has more than 200 forms, you may not be able to find the specific Typeform form in the dropdown suggestions - please reach out to support@affinity.co with the relevant form ID if this is the case and we’d be happy to set it up for you.
When a question gets deleted from a Typeform form, do the data or list entries get deleted in Affinity?
- No, they will remain as is in Affinity.
Why do some Typeform submissions not appear in the Affinity list I selected?
- A common occurence is changing the input type of one or more questions in the Typeform form. Here is an example:
- If you choose single select as the input type for a field on the Typeform form, then the corresponding field type for the field created in Affinity will also be single select.
- If you then change the input type to multi select, the corresponding field type for the field created in Affinity will not automatically change, therefore preventing the Typeform submission from carrying over to the Affinity list.
- Solution: Click on the Edit icon for the current solution you've set up and walk through the entire flow to reset the integration. This will ensure that all new Typeform submissions moving forward will appear as expected in the Affinity list.