Seamlessly and simply engage with prospects and customers using Typeform for Sugar, leading to more responses, higher completion rates, and accelerated growth.
General Information
Typeform
Typeform is a fast-growing Survey application, which uses a SaaS Business Model. The "typeforms" present questions which slide down one after another showing only one question at a time to keep users engaged and can include images, and GIFs or videos. The tool includes "Calculator," custom "Thank You" screens, "Question Groups" which allow questions to be added to sections or include sub-questions and "Logic Jump" which customizes the questions a user sees based on their selections. The form can be embedded into a website, open in a pop-up, or be accessed through a unique URL.
Figure 1 Typeform Survey Example
Figure 2 Typeform Survey Questions
The Kinamu Typeform Integration can be deployed on-site or in the SugarCloud on any Sugar Version > 7.5. Submissions are imported into Sugar and matched to related records through hidden fields or an E-Mail address question. You can use the built in Sugar Reporter or any other reporting tool to evaluate your Surveys and, using Sugar Campaings or the E-Mail Client, you can send personalized Surveys to your Customers or Leads.
Figure 3 SugarCRM Pie Chart
Figure 4 Survey Record with Dashboard
Add value, key benefits
- storing answers, surveys and submissions directly in sugar
Figure 5 Submission List View
- submissions of online surveys are added to related sugar records
Figure 6 Related info on Submission
- reporting capabilities (+Dashboards) with standard sugar reporter
- online surveys logged directly into SugarCRM
Figure 7 Step 1 Send to Contact
Figure 8 Step 2 Insert Typeform Link
Use Cases
- Lead qualification structured, professional, comparable, reportable results
Figure 9 Question results as Pie-Chart
- Submitting tickets through your website
- Understanding your users: Persona survey
- Asking customers why they left: Churn survey
- Boosting brand awareness with quizzes
- Hiring with job application (type)forms
- Populating your company directory
- Keeping company meetings on track
- Getting feedback
- And many more possible applications
General Features
- Complete TypeForm integration
- Uses Typeform APIs
- Scoring
- Logic Jumps
- Optimized for Mobile Devices
- View / Use Survey directly embedded into Sugar
- One Click Webhook deployment
- One Click Survey import
- Use Sugar Reporter to analyze your surveys
- Send personalized links of Surveys to your Sugar records
- Compatible with Sugar Workflows or SugarBPM
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