12 Integrations
Connect your form with your favorite tools to automate workflows. We’ll:
- compare different ways to look at lead data
- set up an example integration with Google Sheets
- test and confirm successful integration
Transcript:
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Hi there, welcome back. In this step
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we’re going to look at integrations. What
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I mean by that is connecting your Riddle
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to your database so that the email
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addresses, the names and so on that
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you’re collecting in this form get sent
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to your database straight away
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automatically so that you can then also
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access that externally, not
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having to come into Riddle each time. You
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could do that too. You could go into
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analyze up here. And
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then once you’ve published your Riddle
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and have leads coming in, you can
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then see them under leads here and
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also download them here directly. But a
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lot of customers like to have that
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external integration so that you can use
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Riddles with your existing setup.
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So to do that, go into publish,
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publish your Riddle. Okay,
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now it’s live, so to speak, even if it’s
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not embedded yet. And now click on save
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and connect data. Now under these
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integrations, you can see a list of all
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the different platforms where you can,
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which you can connect to Riddle. We’re
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going to use Google Sheets as an example.
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And obviously you can connect whichever
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one you use for your company. Click on
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add and that will then take me to the
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login page for whichever account that is.
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Okay, and now the integration is set up,
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and it also automatically sends a
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test lead, which you can see here, all
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coming up automatically, so that now
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I can click on this link,
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and there I now see this test lead in
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there, which means that I’m ready to go.
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Every time this form is filled out,
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these new leads will appear here every
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time I open this sheet that I have in my
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Google Sheets system.
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We saw the test that came up
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automatically, if you ever want to test
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it manually then you can click on the
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three dots here and click on send test
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lead and it will repeat that test again.
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There you go.
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Okay, so that’s our Google Sheets
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example set up. If you have any questions
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feel free to write to us at
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academy@riddle.com or on our support chat
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on our website and I’ll see you in the
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next clip.