Overview

Formsuite is a no-code platform that helps businesses create and embed custom forms for lead capture, user onboarding, and survey collection. With built-in integrations, conditional fields, and dynamic styling, Formsuite simplifies data collection across digital touchpoints.

With the CleverTap and Formsuite integration, you can:

• Collect real-time user data from forms embedded in CleverTap campaigns
• Update CleverTap user profiles using Zapier workflows
• Trigger journeys based on new responses
• Personalize future campaigns with enriched profile data

This integration captures Formsuite submissions and automatically maps them to CleverTap user properties, enabling hyper-personalized engagement based on user responses.

Prerequisites for Integration

Ensure the following before starting the integration:

• An active Formsuite account with access to form sharing.
• A valid CleverTap account with Account ID and Passcode.
• An active Zapier account to create workflows

Integrate Formsuite with CleverTap

To integrate Formsuite with CleverTap, perform the following three major steps:

1. Create and Embed a Formsuite Form
2. Create In-App Campaign in CleverTap
3. Create Zap to Send Form Data to CleverTap

Create and Embed Formsuite Form

Consider a scenario where a FinTech app wants to promote a new investment product by embedding a Formsuite form in an In-App campaign to capture name, email, and interest level. They can send these responses to CleverTap via Zapier. The users can then be segmented as follows: high-interest users receive a webinar invite, medium get product details, and low enter a nurture journey.

Now, build your form in Formsuite and prepare it for embedding in CleverTap. To do so, perform the following steps:

1. In your Formsuite dashboard, create a form with the following fields:

   • Full Name (Text)
   • Email Address (Email)
   • Investment Interest (Dropdown: High, Medium, Low)

   

2. Click Publish, then go to the Share tab and click </> Copy Code to copy the form code.

Create In-App Campaign in CleverTap

Set up an In-App campaign in CleverTap to display your Formsuite form to users. To do so, perform the following steps:

1. Go to Campaigns on the CleverTap dashboard, click + Campaign and select In-App Messages from the list of messaging channels.

2. Configure the following campaign settings: qualification criteria, target segment, and delivery preferences.
3. In the What section, select Custom HTML Template and select the Interstitial layout.
4. Paste the embed code in the HTML editor copied from Step 2 of Create and Embed a Formsuite Form

5. Click Preview & Test to verify that the form renders correctly.

Create Zap to Send Form Data to CleverTap

Use Zapier to automate sending form responses from FormSuite to CleverTap user profiles.

1. Go to your Zapier Dashboard and click + Create Zap.

2. Set Formsuite as the trigger app as follows:
   1. Select the Trigger Event as New Response.
   2. Connect your Formsuite account by adding your Formsuite credentials.
   3. Select the form and test the trigger.

3. Set CleverTap as the action app as follows:

   1. Select the Action Event as Create/Update User Profile.

   

   2. Connect CleverTap using the CleverTap Account ID and Passcode. To find CleverTap project details, refer to Create Account Passcode.

4. Configure the Action by mapping the Formsuite data fields to CleverTap fields. For example:

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Mapping Identity and Object ID

You can keep the Identity field blank if you provide an Object ID, and vice versa.

5. Click Test & Review to validate data mapping.

You can verify if the correct user profile was updated with the correct data from the Find People > Profile Preview page on the CleverTap dashboard.

Once verified, your integration is live and ready to capture and sync Formsuite responses in real time.