CRM

nope2
Member

multi-selection import from typeform

SOLVE

I am setting up the integration for Typeform to HubSpot. I have a Typeform where two questions can have multiple options selected. I want all the options to import to the contacts record, but I'm unsure how to set that up so it doesn't overwrite a previous selection.

 

I have already created custom profile properties for all the questions from the Typeform, but I'm unsure how to map the answers to the questions where you can have multiple options selected.

 

The custom property for these two questions is currently set up as a multiple checkboxes field type.

 

Screenshot 2023-10-17 at 1.37.52 PM.png

 

but when I'm in the integration for typeform > HubSpot it looks like I can only map the answers as single entries

 

Screenshot 2023-10-17 at 1.39.58 PM.png

 

Can anyone help me with this?

0 Upvotes
1 Accepted solution
elizheleva
Solution
Guide | Gold Partner
Guide | Gold Partner

multi-selection import from typeform

SOLVE

@nope2 , I just created a Typeform account and a simple form with a field that allows multiple selection fields. I created a property on Hubspot that allows multiple selection, too and I can see that in the integration tab, there's an easy way to map those.

 

Is your main concern around updating existing contacts and making sure the new data won't delete any existing data? Or is it the mapping itself that you're more concerned about?

 

Depending on your Hubspot subscription, if you have Marketing Professional, a workaround you can do is to create a separate property that will get the data from the multi-select property on Typeform. Then create a workflow with logic similar to the below:

- trigger - the "temp multi-select" is known

- action - copy the property value from "temp multi-select" into "main multi-select" and choose "add to existing values" as opposed to "replace".

 

elizheleva_0-1697578517120.png

 

Does this help?

@PamCotton thank you for the tag 🙂

 

Thanks,

Eli


Eli Zheleva
Chief Problem solver @ uspeh | Hubspot Trainer | Hubspot Partner | Community Champion
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6 Replies 6
elizheleva
Solution
Guide | Gold Partner
Guide | Gold Partner

multi-selection import from typeform

SOLVE

@nope2 , I just created a Typeform account and a simple form with a field that allows multiple selection fields. I created a property on Hubspot that allows multiple selection, too and I can see that in the integration tab, there's an easy way to map those.

 

Is your main concern around updating existing contacts and making sure the new data won't delete any existing data? Or is it the mapping itself that you're more concerned about?

 

Depending on your Hubspot subscription, if you have Marketing Professional, a workaround you can do is to create a separate property that will get the data from the multi-select property on Typeform. Then create a workflow with logic similar to the below:

- trigger - the "temp multi-select" is known

- action - copy the property value from "temp multi-select" into "main multi-select" and choose "add to existing values" as opposed to "replace".

 

elizheleva_0-1697578517120.png

 

Does this help?

@PamCotton thank you for the tag 🙂

 

Thanks,

Eli


Eli Zheleva
Chief Problem solver @ uspeh | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

Did my post help answer your query? Help the community by marking it as a solution.



CraigByer
Member

multi-selection import from typeform

SOLVE

Eli - I have a similar-ish question: do you know if there's a way to have ALL Typeform responses flow into a list, and then that list can be added to a workflow? Almost as if HubSpot sees source=typeform and it knows to brng it into a list from our contacts. What I am trying to avoid is manually adding each quiz form ID to our workflow. Thanks!! - Craig

0 Upvotes
elizheleva
Guide | Gold Partner
Guide | Gold Partner

multi-selection import from typeform

SOLVE

Hi, @CraigByer ,

 

Thank you for reaching out 🙂

 

Depending on what you'd like to do with the data, i.e. if you want to segment it and how, a possible solution might be just to have the workflow trigger saying "quiz ID = known" and that can do it.

 

If you provide some screenshots on how the data is showing your system at the moment, and some further context on what you'll do with the data once you have it, e.g. segmentation or not and with what parameters, I can think of other solutions.

 

Alternatively, you can use the link in my signature to book a quick call. Then you can share your screen and we can figure it out on the go. 🙂

 

Thanks,

Eli


Eli Zheleva
Chief Problem solver @ uspeh | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

Did my post help answer your query? Help the community by marking it as a solution.



0 Upvotes
nope2
Member

multi-selection import from typeform

SOLVE

Thank you for your answer, but I don't have marketing hub. I'm just a free user at the moment while we get everything set up, so I don't have the option to automate anything at this time.

 

I have put in a question to Typeform as well to see if they can help me with this, but as far as I can tell the way it works is it'll only allow one answer per record. I tried doing a csv upload as well and the two questions that had multiple answers wouldn't map, I kept getting a "fix this error" message. But I don't know how to fix the error 😆

 

I'm hoping that a combination of help here and with Typeform I can get this sorted, and if I figure it out I will share the answer here.

0 Upvotes
TomM2
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

multi-selection import from typeform

SOLVE

Hey @nope2 it looks like the options on typeform @elizheleva would be the solution here. 

Just to provide some more context on the integration, this is built and maintained by typeform, all HubSpot would do it accept the data sent from typeform. How that data is formatted and sent is all down to typeform. 

HubSpot can accept multiple checkbox options in one form submission, however, individual submissions will overwrite a previous one. If you're seeing multiple options seletced overwriting each other, it would mean typeform is sending them as seperate field values/submissions. So I'd definitely recomend working with typeform to find a solution to this! 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

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PamCotton
HubSpot Employee
HubSpot Employee

multi-selection import from typeform

SOLVE

Hello @nope2 thank you for posting in our Community!

I checked more about this integration and currently, you can create multiple records across Contacts, Companies, and Deals from a single form response, so different people in your teams can easily access the data. You can also map custom Typeform variables like scores, unique endings, and hidden fields.

I would recommend reaching out to their support (more information here) to confirm if they have any workaround for this matter as this integration is hosted by them.

 

To our top experts @TomM2 @elizheleva any suggestions to @nope2 matter?

 

Thank you,

Pam