Gravity Forms to KlickTipp Integration - Feedback form

Community Node Disclaimer: As this workflow relies on a community node, it is limited to self-hosted environments.

How It Works

Gravity Forms Customer Feedback Form Integration: This workflow streamlines the process of handling customer feedback submitted via Gravity Forms. It ensures the data is correctly formatted and seamlessly integrates with KlickTipp.

Data Transformation: Input data is validated and transformed to meet KlickTipp’s API requirements, including formatting phone numbers and converting dates.

Key Features

Gravity Forms Trigger

• Captures new form submissions from Gravity Forms via a webhook and initiates the workflow.

Data Processing and Transformation

• Formats and validates essential data:
  • Converts phone numbers to numeric-only format with international prefixes.
  • Transforms dates (e.g., birthdays) to UNIX timestamps.
  • Calculates and scales numeric responses (e.g., webinar ratings).
  • Parses webinar selections into timestamps for structured scheduling.

Subscriber Management in KlickTipp

• Adds or updates contacts in a KlickTipp subscriber list.
• Includes custom field mappings such as:
  • Personal details (name, email, birthday, phone number).
  • Feedback and preferences (e.g., webinar ratings, chosen sessions).
  • Structured answers from form responses.
• Tags contacts for segmentation: Adds fixed and dynamic tags to contacts.

Error Handling

• Ensures invalid or empty data is handled gracefully, preventing workflow interruptions.

Setup Instructions

Install and Configure Nodes:

• Set up the Webhook, Set, and KlickTipp nodes in your n8n instance.
• Authenticate your Gravity Forms and KlickTipp accounts.

Prepare Custom Fields in KlickTipp:

• Create fields in KlickTipp to align with the form submission data, such as:

  | Name | Datentyp | |-----------------------------------|----------------| | Gravityforms_URL_Linkedin | URL | | Gravityforms_kurs/webinar_zeitpunkt | Datum & Zeit | | Gravityforms_kurs/webinar_bewertung | Dezimalzahl | | Gravityforms_feedback | Absatz | | Gravityforms_kontaktaufnahme | Zeile |

After creating fields, allow 10-15 minutes for them to sync. If fields don’t appear, reconnect your KlickTipp credentials.

Field Mapping and Adjustments:
Verify and customize field assignments in the workflow to align with your specific form and subscriber list setup.

Workflow Logic

1. Trigger via Gravity Forms Submission:
   The workflow begins when a new form submission is received through the webhook.

2. Transform Data for KlickTipp:
   Formats and validates raw form data for compatibility with KlickTipp’s API.

3. Add to KlickTipp Subscriber List:
   Adds processed data as a new subscriber or updates an existing one.

4. Get all tags from KlickTipp and create a list: Fetches all existing Tags and turns them into an array

5. Define tags to dynamically set for contacts: Definiton of variables that are received from the form submission and should be converted into tags

6. Merge tags of both lists: Checks whether the list of existing tags in KlickTipp contains the tags which should be dynamically set based on the form submission

7. Tag creation and tagging contacts: Creates new tags if it previously did not exist and then tags the contact

Benefits

Efficient lead generation: Contacts from forms are automatically imported into KlickTipp and can be used immediately, saving time and increasing the conversion rate.
Automated processes: Experts can start workflows directly, such as welcome emails or course admissions, reducing administrative effort.
Error-free data management: The template ensures precise data mapping, avoids manual corrections and reinforces a professional appearance.

Testing and Deployment

Test the workflow by filling the form on Gravity Forms and verifying data updates in KlickTipp.

Notes

Customization: Update field mappings within the KlickTipp nodes to align with your account setup. This ensures accurate data syncing.

Other resources:
Gravity Forms KlickTipp Knowledge Base help article