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Connect forms to tools and automate workflows.
Yago Ferreira Fabio Borges
By Yago Ferreira and 1 other
60 articles

How to Integrate Yay! Forms with Trello via Make

This article will help you integrate Yay! Forms with Trello using Make, from locating the integration option in your form to connecting your Trello account and completing the setup. Accessing the Trello integration in Yay! Forms Follow the steps below to integrate Yay! Forms with Trello via Make: First, open the desired form and select the Integrate tab. At this point, you will find the Trello option. Click Configure to proceed with the Trello integration. Setting up Yay! Forms in Make Now you must open your Make account. After that, you need to set up your Yay! Forms account in Make. To do this, follow this tutorial by clicking nesse link. Configuring Trello in Make After setting up Yay! Forms, you will need to set up Trello. To do this, click the button as shown below and search for Trello. Then, you will have to choose the configuration you prefer. Then, right after that, you should click Create a connection, which will make a window appear to connect your Trello account. Just connect and click Allow. Finishing the integration Now just finish the setup however you prefer, and your Trello integration is done. Support We hope you enjoy the new integration :) If you have any questions or suggestions, send an email to [email protected]. Conclusion You now have the overall flow to connect Yay! Forms to Trello via Make: locate the Trello option in the Integrar tab, set up Yay! Forms inside Make, connect Trello, and finish the scenario configuration in the way that best fits your needs.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Pipedrive via Make

This article will help you integrate Yay! Forms with Pipedrive by guiding you through where to find the integration option, how to set up the required connection in Make, and how to finalize the configuration so your accounts work together. Accessing the integration option in Yay! Forms Follow the steps below to integrate Yay! Forms with Pipedrive: First, access the desired form and select the Integrate tab. At that moment, you will find the option related to Pipedrive. Click Configure to proceed with the Pipedrive integration. Setting up Make and connecting Yay! Forms Now you should open your Make account. After that, you must set up your Yay! Forms account in Make. To do this, follow this tutorial by clicking nesse link. Configuring Pipedrive in Make After setting up Yay! Forms, you should configure Pipedrive. To do that, click the button as shown below and search for Pipedrive. Then, you will need to choose the setup you prefer. Then, right after that, you should click Create a connection and then select the type of connection you prefer to connect your Pipedrive account. Finalizing the integration Now just finish the setup however you prefer, and your integration with Pipedrive is complete. and support We hope you enjoy the new integration :) If you have any questions or suggestions, send an email to [email protected]. Conclusion You now know where to initiate the Pipedrive integration in Yay! Forms, how to set up the necessary connections in Make, and how to complete the configuration, with a video and support contact available if you need additional guidance.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Gmail via Make

This article will help you integrate Yay! Forms with Gmail by guiding you through where to start inside your form, how to access the Gmail option, and how to complete the connection using Make. Start the integration in Yay! Forms Follow the steps below to integrate Yay! Forms with Gmail: First, access the desired form and select the Integrate tab. At that moment, you will find the option related to Gmail. Click Configure to proceed with the Gmail integration. Configure the integration in Make Now you must open your Make account. After that, you must configure your Yay! Forms account in Make. To do this, follow this tutorial by clicking nesse link. After configuring Yay! Forms, you must configure Gmail. To do this, click the button as shown below and search for Gmail. Then, you will have to choose the configuration you prefer. Then, right after that, you should click Create a connection, which will cause a window to appear to connect your Gmail account. Just connect and click Allow. Now just finish the setup however you prefer and your Gmail integration is complete. Support and feedback We hope you enjoy the new integration :) If you have any questions or suggestions, send an email to [email protected]. Conclusion You now have the full path to enable the Gmail integration for a Yay! Forms form, including where to initiate it in the form settings, how to finish the setup in Make, and where to get additional help if needed.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Google Calendar via Make

This article will help you integrate Yay! Forms with Google Calendar, from enabling the integration in your form to connecting your Google account and finalizing the setup in Make. Accessing the integration settings in Yay! Forms Follow the steps below to integrate Yay! Forms with Google Calendar: First, open the desired form and select the Integrate tab. At this point, you will find the Google Calendar option. Click Configure to proceed with the Google Calendar integration. Setting up Make and connecting Yay! Forms Now you need to open your Make account. After that, you must set up your Yay! Forms account in Make. To do this, follow this tutorial by clicking nesse link. Configuring Google Calendar in Make After setting up Yay! Forms, you will need to set up Google Calendar. To do this, click the button as shown below and search for Google Calendar. Then, you will need to choose the setup you prefer. Then, right after that, you will need to click Create a connection, which will make a window appear to connect your Google account. Just connect and click Allow. Now just finish the setup however you prefer, and your Google Calendar integration will be complete. Support and feedback We hope you enjoy the new integration :) If you have any questions or suggestions, send an email to [email protected]. Conclusion You now know where to enable the Google Calendar integration in Yay! Forms, how to connect Yay! Forms and Google Calendar through Make, and where to find additional help via the video and support email.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Google Contacts via Make

This article will help you integrate Yay! Forms with Google Contacts, from enabling the integration inside your form to connecting accounts and completing the setup in Make. Accessing the integration settings in Yay! Forms Follow the steps below to integrate Yay! Forms with Google Contacts: First, access the desired form and select the Integrate tab. At that moment, you will find the option related to Google Contacts. Click Configure to proceed with the Google Contacts integration. Setting up Make and connecting Yay! Forms Now you should open your Make account. After that, you must set up your Yay! Forms account in Make. To do this, follow this tutorial by clicking nesse link. Configuring Google Contacts in Make After setting up Yay! Forms, you must set up Google Contacts. To do this, click the button as shown below and search for Google Contacts. Then, you will have to choose the configuration you prefer. Then, right after that, you must click Create a connection, which will make a window appear to connect your Google account. Just connect and click Allow. Completing the integration Now just finish the setup however you prefer, and your Google Contacts integration is done. We hope you enjoy the new integration :) If you have any questions or suggestions, send an email to [email protected]. Conclusion You learned how to enable the Google Contacts integration from within Yay! Forms, connect and configure the required accounts in Make, and finalize the setup so your form can work with Google Contacts.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with MailerLite via Zapier

This article will help you integrate Yay! Forms with MailerLite using Zapier, including connecting your Yay! Forms account with an API token and setting up a MailerLite action in your Zap. Create a new Zap in Zapier Follow the steps below to integrate Yay! Forms with MailerLite via Zapier: Log in to your Zapier account, click on Zaps and then "Create", and then "New Zap": Set up the Yay! Forms trigger Please click on Trigger. Immediately after that, a new search tab will open where you need to type "Yay! Forms" in the search field. Click "Sign in" to connect to your Yay! Forms account. Connect Yay! Forms using your API token Enter your API Token in the field indicated below and press Yes, Continue to Yay! Forms. Get your Yay! Forms API token You can generate/get your API token key at https://app.yayforms.com/me, as shown in the image below: You can also get your token key from within your form under the Integrations section. You should click Configure in the Zapier field, as shown in the image below. Add MailerLite to your Zap After setting up Yay Forms in Zapier, you should add a new step and search for MailerLite. Next, select the event you want and log in. Support We hope you enjoy the new integration :) If you have any questions or suggestions, send an email to [email protected]. Conclusion You now have the key pieces needed to connect Yay! Forms to MailerLite in Zapier: creating a new Zap, connecting Yay! Forms with an API token, and selecting and authenticating a MailerLite event to complete the integration.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Pipedrive via Zapier

This article will help you integrate Yay! Forms with Pipedrive, guiding you through where to find the integration option, how to open Zapier, and how to connect and authorize your Pipedrive account so you can complete the setup. Accessing the integration settings in Yay! Forms Follow the steps below to integrate Yay! Forms with Pipedrive: First, access the desired form and select the Integrate tab. At this point, you will find the Pipedrive option. Click Set up to proceed with the Pipedrive integration. Opening Zapier Now you can select Open Zapier. Once you do, you will be redirected to the Zapier screen, as shown below: Configuring Yay! Forms and Pipedrive in Zapier Now you must configure your Yay! Forms account in Zapier. To do so, follow this tutorial by clicking nesse link. After configuring Yay! Forms, you should configure Pipedrive. To do so, click the button as shown below. Right after you click, a window will appear for you to connect your Pipedrive account. Just connect and click Allow and install. Finalizing the integration Now just finish the configuration however you prefer, and your Pipedrive integration is complete. We hope you enjoy the new integration :) If you have any questions or suggestions, send an email to [email protected]. Conclusion You learned where to start the Pipedrive integration from within a Yay! Forms form, how the process continues through Zapier, and how to connect and authorize your Pipedrive account to complete the integration.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Google Contacts via Zapier

This article will help you integrate Yay! Forms with Google Contacts using Zapier, guiding you through where to find the integration option, how to open Zapier, and how to connect your Google Contacts account. Accessing the integration in Yay! Forms Follow the steps below to integrate Yay! Forms with Google Contacts: First, access the desired form and select the Integrate tab. At this point, you will find the Google Contacts option. Click Configure to proceed with the Google Contacts integration. Now you can select Open Zapier. As soon as you do, you will be redirected to the Zapier screen, as shown below: Setting up Yay! Forms in Zapier Now you need to set up your Yay! Forms account in Zapier. To do this, follow this tutorial by clicking nesse link. Connecting Google Contacts After setting up Yay! Forms, you will need to set up Google Contacts. To do so, click the button as shown below. Right after you click, a window will appear for you to connect your Google Contacts account. Just connect and click Allow. Now just finish the setup the way you prefer, and your Google Contacts integration is complete. Support We hope you enjoy the new integration :) If you have any questions or suggestions, send an email to [email protected]. Conclusion You now know where to enable the Google Contacts integration in Yay! Forms, how to open and configure it through Zapier, and how to connect and authorize your Google Contacts account to complete the setup.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Google Calendar via Zapier

This article will help you integrate Yay! Forms with Google Calendar, guiding you through where to find the integration option, how the process redirects through Zapier, and how to connect your Google Calendar account to complete the setup. Accessing the Google Calendar integration in Yay! Forms Follow the steps below to integrate Yay! Forms with Google Calendar: First, open the desired form and select the Integrate tab. At this point, you will find the Google Calendar option. Click Configure to proceed with the Google Calendar integration. Opening Zapier Now you can select Open Zapier. As soon as you do this, you will be redirected to the Zapier screen, as shown below: Configuring Yay! Forms in Zapier Now you must configure your Yay! Forms account in Zapier. To do this, follow this tutorial by clicking nesse link. Connecting Google Calendar After configuring Yay! Forms, you will need to configure Google Calendar. To do this, click the button as shown below. Right after you click, a window will appear for you to connect your Google Calendar account. Simply connect and click Allow. Finishing the integration Now just finish the configuration however you prefer, and your Google Calendar integration is complete. Support and feedback We hope you enjoy the new integration :) If you have any questions or suggestions, send an email to [email protected]. Conclusion You learned where to start the Google Calendar integration inside Yay! Forms, how the setup continues through Zapier, and how to connect and authorize your Google Calendar account to complete the integration.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with HubSpot via Zapier

This article will help you integrate Yay! Forms with HubSpot by guiding you through the integration area in a form, opening Zapier, and connecting both your Yay! Forms and HubSpot accounts to complete the setup. Accessing the integration settings in Yay! Forms Follow the steps below to integrate Yay! Forms with HubSpot: First, access the desired form and select the Integrate tab. At this point, you will find the option related to HubSpot. Click Set up to proceed with the HubSpot integration. Opening Zapier Now you can select Open Zapier. Once you do, you will be redirected to the Zapier screen, as shown below: Configuring Yay! Forms in Zapier Now you must configure your Yay! Forms account in Zapier. To do so, follow this tutorial by clicking nesse link. Configuring HubSpot in Zapier After configuring Yay! Forms, you will need to configure HubSpot. To do so, click the button as shown below. Right after you click, a window will appear for you to connect your HubSpot account. Simply connect and click Allow. Completing the integration Now just finish the configuration however you prefer, and your HubSpot integration is complete. We hope you enjoy the new integration :) If you have any questions or suggestions, send an email to [email protected]. Conclusion You learned where to start the HubSpot integration inside Yay! Forms, how to open Zapier for the setup, and how to connect both Yay! Forms and HubSpot so the integration can be completed successfully.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with ActiveCampaign

This article will help you integrate Yay! Forms with ActiveCampaign so you can connect your Yay! account, map form fields, automatically import contacts, and use form responses to trigger automations. Integration steps Follow the steps below to integrate Yay! Forms with ActiveCampaign: Log in to your ActiveCampaign account using the link: Search for "Yay" in ActiveCampaign's native app search and select Yay! Forms: Click "Add an account" to connect to your Yay! Forms account. Enter your API Token in the field indicated below and click Connect. You can generate/get your API token key at https://app.yayforms.com/me, as shown in the image below: Select Workspace and Form, as shown in the image below: Map the fields between Yay! Forms (left) and ActiveCampaign (right), as shown in the image below. You can add as many fields as you want. After completing the mapping, click Finish. After completing the setup above, you will see the onboarding screen, as shown below: What happens after setup Contacts will be imported automatically into ActiveCampaign with their respective tags and fields, as shown in the image below: From now on, you can use form responses as a trigger for an automation in ActiveCampaign, as shown in the image below: Managing the integration If you need to disconnect the account, integrate new forms, or view logs of submitted forms, just access it as indicated in the image below. Support We hope you enjoy the new integration :) If you have any questions or suggestions, send an email to [email protected]. Conclusion You now have a structured process for connecting Yay! Forms to ActiveCampaign, mapping fields, and enabling automatic contact import and automation triggers, along with knowing where to manage or disconnect the integration and how to reach support.

Last updated on Dec 20, 2025

How to Integrate Webhooks Into Your Form

This article will help you integrate a webhook in Yay! Forms to send data whenever someone submits a form. It also explains available security options, how to enable/disable and test your webhook, advanced webhook behaviors, and the differences between webhook versions V1 and V2. Accessing the Webhooks Integration To integrate a webhook that sends data when someone submits a form, click Integrate, then Webhooks. Adding and Configuring a Webhook Clicking Add webhook will open the screen where you can configure your new webhook. Webhook Security Features Yay! Forms also offers security features to improve the integrity and reliability of webhook integrations. They are: 1. Secret for Payload Signature: You can now specify a "Secret" that will be used to sign the webhook payload with HMAC SHA256. This allows you to verify that the payload actually came from Yay! Forms, ensuring the authenticity of the received data. 2. SSL Verification: We added an SSL verification option for payload deliveries. When you check the "Verify SSL" option, Yay! Forms will verify SSL certificates when delivering payloads, providing an additional layer of security for communication. 3. Custom Header: For greater flexibility, you can now add a "Custom Header" to the webhook payload. Just specify the desired custom header and it will be added to the sent payload. These features improve the user experience and ensure the security of webhooks in Yay! Forms. To use these options, access the webhook edit screen: Managing Your Webhook (Enable, Disable, Adjust, Test) After configuring your webhook, you can easily enable or disable it by clicking the button below. In addition, you can adjust the settings or test it by clicking the three dots and then clicking test. Advanced Features 1. Optional Execution of Past Webhooks This advanced option allows users to choose whether or not to trigger webhooks for past form submissions. To do this, simply enable the Run on previous responses option as shown in the image below: 2. Conditional Sending Based on Answers This feature allows webhooks to be triggered based on users' answers, ensuring smarter and more effective integrations. To do this, simply scroll until you find the Trigger condition section as shown in the image below: If you are interested in understanding better how our conditional system works, you can access our help article: Como Criar Expressões para Execução Condicional de Integrações. It is worth remembering that, by default, the conditional field is case-sensitive. That is, if the user answers sim and you entered Sim, it will not send the form data. If you want it to be case-insensitive, you can enable the Case-insensitive trigger condition option, which is located below the trigger condition. Understanding Webhook Versions (V1 and V2) Yay! Forms offers two webhook formats (V1 and V2), each with different structures to meet specific needs. See the differences: Webhook V1 Answers are sent in an array of objects, where each object represents an individual answer. Simplified example: "answers": [ { "id": "65d4e7414e5adf68470edb9e", "content": "..." }, { "id": "6273f707c63e7adf3c0203e3", "content": "..." } ] Webhook V2 Answers are organized in an object with unique keys (answer IDs). Simplified example: "answers": { "65d4e7414e5adf68470edb9e": { "content": "..." }, "6273f707c63e7adf3c0203e3": { "content": "..." } } Included details: With V2, you can use the field ID as the field’s identification key, which helps with how you map fields. Important Notes 1. Fill Out the Form: For the test to be sent correctly, the form must have at least one valid answer filled out. 2. Data Sending: The test will send the data from the last valid answer filled out. 3. Delivery Status: Please note that the test does not mark the response as sent in the integration being tested. This is only a procedure to verify the integration. Support If you have any questions or suggestions, send an email to [email protected]. Conclusion You learned where to find webhook integrations in Yay! Forms, how to add and manage a webhook, which security features are available, what advanced options can change webhook execution behavior, and how V1 and V2 differ in the way they structure answers.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with SellFlux

This article will help you configure the SellFlux integration by creating and setting up a custom webhook, mapping your form question IDs (name, email, and phone), and connecting the webhook link between SellFlux and Yay Forms. Accessing integrations in SellFlux 1. Access the Integrations tab inside Sellflux, which by default will open the webhook section. Creating a new webhook 2. Click New Webhook to create a new webhook. After creating it, select the created webhook and select the Custom option. Getting form question IDs (name, email, and phone) In your form, copy the ID of the questions related to name, email, and phone. To find the question ID, click the question and get the ID from the right panel where its details are shown, as in the image below. Filling the fields with the correct IDs With the question IDs for name, email, and phone in hand, fill in the respective fields as shown in the image below, replacing the value {id_da_questão...} with the ID of each question. For example: If the ID of your name question is "63acb98a5a1460e962047ee0", the value you should enter in that field (on the next screen) would be response.answers.63acb98a5a1460e962047ee0.content. Connecting the webhook link in Yay Forms Copy the webhook link provided by the platform and paste it into your new webhook inside Yay Forms, as shown in the images below. If you need more information about the webhook, see our support article available by clicking aqui. Final confirmation Done! You have just configured SellFlux. 🤜🤛 Support If you have any questions or suggestions, send an email to [email protected]. Conclusion You now have the SellFlux webhook created and set to Custom, your form’s name/email/phone question IDs mapped into the correct fields, and the webhook link connected in Yay Forms so submissions can be sent properly.

Last updated on Dec 20, 2025

How to Use AI Feedback

This article explains how AI Feedback works in Yay! Forms and how to configure it so respondents automatically receive personalized feedback based on their form or quiz answers, including how to insert the generated content into an email using a placeholder. What AI Feedback Is AI Feedback is a feature that lets you automatically send personalized feedback to respondents of a form or quiz based on the answers they provided. Artificial intelligence analyzes the submitted responses and generates relevant feedback according to a prompt that you define yourself. This feedback can be sent by email via the Email Feedback integration, and it is embedded in the message using the {{ai_feedback}} placeholder. How to Configure the AI Prompt in Yay! Forms To use the AI Feedback feature in Yay! Forms, follow the steps below to configure the AI prompt. Inside your form, go to the settings section. First, enable the AI feedback option and define the AI Prompt with clear instructions to guide the feedback generation, as shown below: How to Send AI Feedback by Email To send AI feedback by email, go to the Integrations tab and select Email Feedback. In the email body, insert the {{ai_feedback}} placeholder where you want the AI-generated feedback to appear, as shown in the example below: Basic prompt examples to guide users Here are some practical AI Prompt examples that help guide automated feedback generation: - Prompt 1: "If the user's score is below 5, offer clear suggestions on how to improve based on the form responses." - Prompt 2: "For a score above 8, praise the user; between 5 and 7, give tips to improve; below 5, recommend resources or next steps." - Prompt 3: "Analyze the responses and create balanced feedback, highlighting strengths and opportunities for improvement." - Prompt 4: "If the user expresses frustration, acknowledge the feeling and suggest practical, supportive solutions." Important Notes: - Email field in the form: Make sure your form includes an email-type field to capture users' addresses. The system will use the first email field found in the form to send the feedback. - Testing: Before sending emails at scale, run tests to ensure the AI-generated feedback is accurate and relevant. - Other Placeholders: In addition to {{ai_feedback}}, you can use other placeholders to further personalize your messages. See the Guia de Placeholders for more details. - Prompt generation: Keep in mind that the more detailed and clear the prompt is (specifying context, format, audience, tone, or examples), the more accurate, relevant, and useful the AI-generated feedback will be. Conclusion By setting up an AI Prompt and using the {{ai_feedback}} placeholder in the Email Feedback integration, you can deliver automated, personalized feedback that improves the respondent experience and makes your communications more relevant.

Last updated on Dec 20, 2025

How to Fix Issues Receiving Data in Make

This article will help you diagnose common issues in your Make integration by checking your application logs and applying the appropriate fix based on the error you find. View the Application Logs The first step is to check your application logs to identify the issue and apply the solution below according to the identified cause. You can access detailed instructions on how to view the logs at the following link: Como visualizar os logs das suas integrações. Error: There is no scenario listening for this webhook Why does this happen? This issue occurs because the Make integration was not previously initialized. How to fix it? To activate the integration and resolve the issue, follow these steps: 1. Right-click the corresponding module in Make. 2. Select "Run this module only". 3. Alternatively, you can click "Run once". You also have the option to enable it by turning on Immediately as data arrives as shown below: This should activate the integration and allow it to work properly. Issue: Form fields do not appear in the destination module Why does this happen? Your form’s custom fields are not available in the destination module (e.g., Kommo) because the Yay! Forms module was not previously run to capture the complete data structure. How to fix it? To load all custom fields from your form: 1. Right-click the Yay! Forms module. 2. Select "Run this module only" or "Run once". 3. Fill out and submit your form (this will feed Make with real data). 4. Wait up to 1 minute for processing. 5. Go back to the destination module — the form fields will now be available. Important Note: - Historical data from before the module was run will not be captured. - Repeat the process whenever you make changes to the form structure. - Make sure the form has had at least 1 submission after running the module. ⚠️ If the same error happens three times in a row, the integration will be automatically disabled for security reasons. In that situation, you will need to rebuild the integration from scratch. By following these instructions, your Make integration should work without issues. Conclusion You learned how to use application logs to identify the cause of two common Make integration issues, how to initialize a scenario so it listens for incoming webhooks, and how to run the Yay! Forms module to populate destination modules with the full set of form fields.

Last updated on Dec 20, 2025

How to Fix Issues Receiving Data in Google Sheets

This article will help you troubleshoot and fix common issues when integrating Yay! Forms with Google Sheets by checking your application logs and applying the appropriate solution based on the error you find. View Application Logs The first step is to check your application logs to identify the issue and apply the solution below according to the cause identified. You can access the detailed instructions on how to view the logs at the following link: Como visualizar os logs das suas integrações. Error Types and Fixes 🔥 500-Type Errors - 500. Internal error encountered - 503. The service is currently unavailable. Why does this happen? These errors happen on Google’s side and, unfortunately, we can’t fix them directly. When many errors happen in sequence, Yay! Forms automatically pauses the integration for security reasons. How to fix it? Just reactivate the Google Sheets integration, and everything will work normally again. 🔥 Expired Token Why does this happen? Google Sheets uses a token that expires every 6 months, and when that happens, the connection is interrupted. How to fix it? You just need to reconnect to Google Sheets, and the issue will be resolved. Help with Google Sheets Integration Need help integrating with Google Sheets? Just follow this link: Como integrar o Yay! Forms com o Google Sheets Conclusion By checking your application logs and identifying whether you are seeing Google-side 500/503 errors or an expired token, you can restore your Yay! Forms connection to Google Sheets by reactivating the integration or reconnecting the account as needed.

Last updated on Dec 20, 2025

How to Receive an Email Notification for Every New Response

This article will help you configure the Email integration in Yay! Forms, including how to set up notification recipients, save the configuration, and manage or test the integration after it’s created. Configure the Email integration 1. Log in to your Yay! Forms account and create or edit an existing form. 2. Click Integrate in the form builder at the top of your screen. 3. Search for Email and click Configure. 4. Enter the email address to be notified. 5. Click the "Save" button. 6. Keep in mind that you can use placeholders in your message. If you have any questions about how to use them, you can follow this explanation link: https://suporte.yayforms.com/article/181-guia-de-placeholders-para-personalizacao-de-emails-e-mensagens Manage and test the integration After configuring your integration, you can easily enable or disable it by clicking the button below. In addition, you can adjust the settings or test it by clicking the three dots. Important Notes 1. Fill Out the Form For the test to be sent correctly, the form must have at least one valid response filled out. 2. Data Sending The test will send the data from the last valid response submitted. 3. Sending Status Please note that the test does not mark the response as sent in the integration being tested. This is only a procedure to verify the integration. Conclusion You learned how to set up the Email integration in Yay! Forms, use placeholders in messages, and manage the integration by enabling, disabling, adjusting settings, or testing it while understanding what test sends include and how they are recorded.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with GoHighLevel

This article will help you understand and set up the integration between Yay! Forms and GoHighLevel, including how to connect your account, map form fields to GoHighLevel records, apply tags, and configure conditional sending. Before we start the tutorial, I recommend that you watch this demonstration video. In it, you will see how the integration with GoHighLevel works. Demonstration Steps to connect Yay! Forms with GoHighLevel Follow the steps below to connect your Yay! Forms form with GoHighLevel: 1. Access the form Open the desired form and go to the Integrate tab. There, you will find the GoHighLevel integration. Click Configure to start setting up your GoHighLevel account. 2. Connect your GoHighLevel account When you access the integration screen, you will need to connect your GoHighLevel account. Note: Keep in mind that when you log in, a new tab will automatically open to complete the process. After clicking “Login,” another tab will open for you to log in to GoHighLevel. Once you complete that login, you should return to the previous tab and continue with the connection. 3. Create contacts Now you can map your form fields to your contact fields in GoHighLevel, so the contact will be created with the responses from the mapped fields. 4. Create opportunities You can also map your form fields to your opportunity fields in GoHighLevel. To do this, you first need to select a pipeline and the stage where this opportunity will be placed. 5. Create companies You can also map your form fields to the fields of your company created in GoHighLevel. 6. Add tags to responses If you want, you can add tags to submitted responses. To do this, simply click Add tags to your response and select a tag. 7. Dynamic tags based on multiple choice You can automatically assign tags based on the selections made in multiple-choice fields, as shown in the example below: 8. Conditional sending based on responses This feature lets you define conditions for sending data to GoHighLevel. That way, depending on the user’s answer, the information will be sent to the platform only if the established condition is met. If you are interested in better understanding how our conditional system works, you can access our help article on Como Criar Expressões para Execução Condicional de Integrações. 9. Send previous responses You can enable the option Run on Previous Responses. When you activate it, all responses already recorded up to that point will be sent to GoHighLevel, not just the new ones. Support and feedback We hope you enjoy this new integration! 😊 If you have questions or suggestions, contact us by email at [email protected]. Conclusion You now have an overview of how to set up the Yay! Forms integration with GoHighLevel, including connecting your account, mapping fields to create contacts, opportunities, and companies, and using tags and conditional sending options to tailor how data is sent.

Last updated on Dec 20, 2025

How to Create Expressions for Conditional Integration Execution

This document helps you understand and apply dynamic formulas to control the execution of integrations in our system. The formulas make it possible to define logical conditions based on input data, which determine whether an integration will run or not. Expression Patterns Expressions are written using placeholders for data and logical or comparison operators to form conditions. Below are the components you can use: Placeholders Represented by @, they identify specific data. Examples include @campo1, @hiddenfiled, @utm_source, and @variable_name. In this case, you only need to type @ and the list of fields, hidden fields, UTM parameters, and variables will appear, as shown in the image below: Boolean Values TRUE: Represents a true value. FALSE: Represents a false value. Logical Operators AND: Conjunction (and). OR: Disjunction (or). NOT: Negation. Comparison Operators EQUALS: Equality. CONTAINS: Contains text. >: Greater than. <: Less than. >=: Greater than or equal to. <=: Less than or equal to. ISNOTEMPTY(@Suapergunta): Is not empty. ISEMPTY(@Suapergunta): Is empty. Parentheses Used to change the default precedence of operations, ensuring that specific expressions are evaluated first. Expression Examples Type | Example | Description | ---- | ------- | --------- | Simple Expression | @campo1 EQUALS "yes" | The integration runs if the campo1 field equals "yes". | Hidden Field Usage | @hidden_field EQUALS "iniciante" | The integration runs if a hidden field contains the value "iniciante". | UTM Tracking | @utm_source EQUALS "google" | The integration runs if the source UTM parameter is "google". | Condition with Variable | @score EQUALS "10" | The integration runs if a specific variable is set to "10". | Compound Expression with Parentheses | (@campo1 > 20 AND @campo2 < 30) OR (@utm_campaign EQUALS "launch" AND NOT (@email CONTAINS "@gmail.com")) | The integration runs if the campo1 question contains a value greater than 20 and the campo2 question contains a value less than 30, or if the campaign UTM parameter equals "launch" and a hidden field named "email" does not contain "@gmail.com". | Explanatory Video Here is an example of how to send a custom conversion to Meta: Como enviar uma conversão personalizada para a Meta Conclusion Use this guide as a reference when defining conditions for executing your integrations. Understanding and correctly using operators, especially parentheses, is essential for creating effective and secure control logic.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with RD Station CRM

This article will help you connect your Yay! Forms form to Rd Station CRM, configure the integration, and understand the available options for sending form data (including contacts, deals, companies, conversions, conditional sending, and sending previous responses). Steps to connect Yay! Forms with Rd Station CRM 1. Access the form Open the desired form and go to the Integrate tab. There, you will find the Rd Station CRM integration. Click Configure to start setting up your Rd Station CRM account. 2. Connect your Rd Station account When accessing the integration screen, you will need to connect your Rd Station account. 3. Create contacts Now you can map your form fields to your contact fields in Rd Station CRM, so the contact will be created with the answers from the mapped fields. 4. Create deals You can also map your form fields to your deal fields in Rd Station CRM. To do this, you first need to select a sales pipeline, a deal owner, and which stage of the pipeline the deal will be placed in. After that, you can map your deal fields. Keep in mind that if you want to link the contact to the deal, it’s possible—just enable this option as shown below: 5. Create companies You can also map your form fields to the fields of the company created in Rd Station CRM. To do this, you first need to select the company segment (if you leave it blank, it will have no segment), and you must select a company owner. After that, you can map the fields of your created company. 6. Send conversions You can send conversions to Rd Station CRM linked to the created contact. Just enable this option and enter, in the corresponding field, the name of the conversion you want to send. 7. Conditional sending based on responses This feature allows you to define conditions for sending data to Rd Station CRM. That way, depending on the user’s response, the information will be sent to the platform only if the defined condition is met. If you’re interested in better understanding how our conditional system works, you can access our help article: Como Criar Expressões para Execução Condicional de Integrações. 8. Send previous responses You can enable the Run on Previous Responses option. When you activate it, all responses already recorded so far will be sent to Rd Station CRM, not just the new ones. Conclusion You learned how to set up the Yay! Forms integration with Rd Station CRM, map form fields to create contacts, deals, and companies, and use additional options such as sending conversions, applying conditional sending rules, and sending previously collected responses.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with RD Station Marketing

This article will help you connect your Yay! Forms form to RD Station Marketing and configure how responses are sent, including field mapping, conversions, tags, conditional sending, and sending previous responses. Connect your Yay! Forms form to RD Station Marketing 1. Access the form Open the desired form and go to the Integrate tab. There, you will find the RD Station Marketing integration. Click Configure to start setting up your RD Station Marketing account. 2. Connect your RD Station account When you access the integration screen, you will need to connect your RD Station account. 3. Map the fields Now you can map the fields from your form to the fields on your contact in RD Station Marketing, so the contact will be created with the responses from the mapped fields. 4. Send conversions You can send conversions to RD Station Marketing linked to the created contact. Just enable this option and enter, in the corresponding field, the name of the conversion you want to send. 5. Add tags to responses If you want, you can add tags to the responses sent. To do this, just click Add tags to your response and select a tag. 6. Conditional sending based on responses This feature lets you define conditions for sending data to RD Station Marketing. This way, depending on the user's response, the information will be sent to the platform only if the established condition is met. If you are interested in better understanding how our conditional system works, you can access our help article: Como Criar Expressões para Execução Condicional de Integrações. 7. Send previous responses You can enable the Run on Previous Responses option. When you activate it, all responses already recorded up to that point will be sent to RD Station Marketing, not just new ones. Conclusion You now have a structured view of how to set up the RD Station Marketing integration in Yay! Forms and configure how contacts, mapped fields, conversions, tags, conditional sending, and past responses are handled, along with where to find additional help and support contact details.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with ChatFunnel

This article will help you connect your Yay! Forms form to ChatFunnel, configure the integration, map fields to create contacts, and optionally use tags, priorities, and conditional sending based on user responses. Connect your Yay! Forms form to ChatFunnel 1. Access the form Open the desired form and go to the Integrate tab. There, you will find the ChatFunnel integration. Click Configure to start setting up your ChatFunnel account. 2. Connect your ChatFunnel account When you access the integration screen, you will need to connect your ChatFunnel account. Click Connect to open a modal where you will need to enter the ChatFunnel API key. To generate and obtain this API key, access ChatFunnel, go to Settings, and then to the API Keys tab. Then click Add API Key. Right after that, we recommend that you define the desired permissions. Done! Now just copy the API key and paste it into the Yay! Forms modal. 2.1 Select the board and stage After that, select the board and the stage you want to send the form data to, as shown below: Configure data mapping, tags, and priorities 3. Map fields to create contacts You can now map your form fields to the fields in your list in ChatFunnel to create contacts. 4. Add tags to responses If you want, you can add tags to the submitted responses. To do this, just click Add static tags and select a tag. 5. Dynamic tags based on multiple choice You can assign tags automatically based on the selections made in multiple-choice fields, as in the example below: Note: To use this feature, you must have at least one tag registered in ChatFunnel and at least one multiple-choice field in your form. 6. Add a static priority If you want, you can add a static priority to your submission. To do this, just click Set static priority and select the desired priority. 7. Dynamic priorities based on multiple choice You can assign priorities automatically based on the selections made in multiple-choice fields, as in the example below: Control when data is sent to ChatFunnel 8. Conditional sending based on responses This feature lets you define conditions for sending data to ChatFunnel. That way, depending on the user's response, the information will be sent to the platform only if the defined condition is met. If you are interested in better understanding how our conditional system works, you can access our help article: Como Criar Expressões para Execução Condicional de Integrações. Conclusion You learned how to set up the ChatFunnel integration in Yay! Forms, connect your ChatFunnel account, choose where form data will be sent, map fields to create contacts, and enhance submissions with tags, priorities, and conditional sending based on responses.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with the Facebook/Meta Pixel

This guide details the process of native integration between Yay! Forms and Meta Ads (Facebook Ads), using Meta’s Conversion API to send events automatically and reliably. It will help you connect your Meta Pixel, validate event delivery, understand which events are sent by default, and configure optional enhancements such as custom events, domain verification, advanced matching, and incomplete form event sending. If you want, we also have a video tutorial explaining step by step how to do this setup: How to configure Meta Ads conversion events natively via API in Yay! Forms 1. Prerequisites - Yay! Forms account with a form created. - Facebook ad account with a Pixel already created. - Form with fields that capture important data (name, email, etc.). 2. Setting Up the Integration with the Meta Pixel Access the desired form and select the Integrate tab. In this section, you will find the option related to the Facebook Pixel. Click Configure to proceed with setting up your Pixel. Now, you need to obtain the Pixel name, the Pixel ID, and the corresponding access token. To do this, access Facebook’s Events Manager. Then, select the desired Pixel and copy the required data, as shown in the images below. After obtaining this data, go to Yay! Forms and click Connect Meta account. Then, fill in the data obtained in the corresponding tab and click Save: 3. Testing Events in Meta If you want to test the integration in real time, access Events Manager and go to the Test events tab. Then click Confirm your server events are set up correctly, as shown in the image below: Right after that, copy the test code: In Yay! Forms, paste this code into the test section: It is important to remove this test event after verification; otherwise, Facebook may interpret that the information coming from this configuration is only for testing and disregard it. 4. Default Events Sent by Yay! Forms Yay! Forms sends the following events by default: YFView/PageView - When the form is loaded. YFStart - When the user starts filling it out. YFAnswer- For each question answer. YFSubmit - When the form is submitted. 5. Creating Custom Events You can also create a custom event and define a condition for it to be sent to Facebook. To do this, first you must enable the option "Enable custom conversions". Event Name: Enter the name of the custom event in the corresponding box. Condition to trigger the Event: Enter the formula or expression for the event to be triggered. Neste link you can find all the details on how to create conditional formulas or expressions. Custom event case-insensitive: Check this option if you want the event execution to be case-insensitive in the previous expression. **Multiple custom events: **You can have multiple custom events—just click the "Add condition" option so you can send more custom events with different conditions. Tip: if you want the conversion to always happen, just enter the word TRUE in the prompt. 6. Verifying Domain for Quality Improvement (Optional) Copy your form’s subdomain in Yay! Forms, as shown below: Then create a new domain in Facebook Business Manager: Add the domain you copied earlier from Yay! Forms: Copy the domain meta tag, as shown below: Finally, paste it into your integration and click Verify on Facebook. 7. Event Scoring and Advanced Data You can check the option "Advanced matching", allowing our AI to collect compatible data from the response, such as name, email, age, gender, location, etc., and send this information to Facebook to increase the event score. 8. Sending Events with an Incomplete Form If you want an event to be triggered even if the user does not complete the form (as long as the condition configured earlier is true), enable the Send incomplete responses option. 9. Final Guidelines You must manually approve them on Facebook in order to use them in campaigns, as shown below: - If your ad account and Pixel are in different Business accounts, share the assets. - In the ad set, select the desired conversion event (after approval). - Always test your settings before launching an official campaign. If you have any questions or suggestions, send an email to [email protected]. Conclusion You learned how to connect Yay! Forms to Meta Ads using the Conversion API, validate event delivery in Meta’s Events Manager, and understand the default events sent by Yay! Forms. The article also covered how to create conditional custom events and apply optional improvements such as domain verification, advanced matching for better event scoring, and sending events even when a form is not completed.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Clint

This article will help you integrate Yay! Forms with Clint using webhooks, including how to create and connect the webhook, map form fields correctly, and validate the integration with a test submission. Access Clint and create a webhook First, access your account at Clint, in the source you want, and then create a webhook. After that, copy the link to paste into the Yay! Forms platform. Add the webhook in Yay! Forms Next, log in to your Yay! Forms account, choose your form, and click Integrate, Webhooks, and Add Webhook as shown below**.** Copy the webhook provided by the platform and paste it into Yay! Forms. If you need more information about the webhook, see our support article by clicking aqui. Map fields in Clint Go back to Clint and map the fields using the key response.answers.id_da_pergunta.content. You can find the question IDs in the editing module of the form you want to integrate with Clint, and you can copy them by clicking the highlighted button: In Clint, the mapping should look like this: After mapping all fields, click Continue. Finish your integration in Clint. Test the integration Test your integration by filling out the form with a fake name, phone number, and email, and they will appear in Clint! Contact If you have any questions or suggestions, send an email to [email protected]. Conclusion You now have a complete webhook-based connection between Yay! Forms and Clint, including the correct field mapping and a simple way to confirm that submissions are being delivered successfully.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Intelligent Notifications

This article will help you set up an integration between Notificações Inteligentes and Yay Forms, including where to configure the platform, how to add a webhook to your form, and which required fields your form must contain for notifications to work correctly. Accessing Notificações Inteligentes and creating a store First, access your Notificações Inteligentes account and click Stores: Click Create store In the Description field, enter a name to identify this integration. In the Platform option, select Yay Forms, within the Form platform category. Configuring the webhook in Yay Forms Next, go to Yay Forms, choose your form, and click Integrate, Webhooks and Add Webhook as shown below**.** Copy the webhook provided by the platform and paste it into Yay Forms. If you need more information about the webhook, see our support article by clicking here. Not sure where to find the URL? Click here and view the tutorial. ⚠️ Required fields in the form To ensure notifications work correctly, your form must include the name and phone fields. The system identifies fields whose title contains the words name and phone. The first field found with these words will be used as a reference to capture the lead data. Conclusion You now know how to create and identify the integration in Notificações Inteligentes, connect it to your chosen Yay Forms form using a webhook, and ensure your form includes the required name and phone fields so lead data is captured correctly and notifications work as expected.

Last updated on Dec 20, 2025

How to Fix Facebook Pixel Data Not Being Received

This article will help you diagnose why Meta/Facebook Pixel conversion events are not appearing in your campaign and how to address the most common causes in Yay! Forms, Meta Events Manager, and Meta Business settings. View the Application Logs The first step is to check your application logs to identify the problem and apply the solution based on the cause you find. You can access detailed instructions on how to view the logs at the following link: Como visualizar os logs das suas integrações. The conversion event does not appear within the campaign If events are not appearing on the campaign screen, this can have a few causes: 1. Events still in test mode When events are configured as test, they do not appear in the campaign. How to fix: To do this, go to your Pixel integration inside Yay! Forms and clear the Facebook Pixel test field, as shown below: After that, simply trigger a real event for the pixel and your events will appear in your campaign. 2. Event not approved yet If the event has not been approved, it also will not appear in the list. How to fix: - You will see a ⚠️ icon next to the event. - Click this ⚠️ icon to review the event. - Next, click “I acknowledge”. - Finally, confirm the event. 3. Meta update time Even after configuring everything correctly, it may take some time for events to be displayed in the campaign. This happens because Meta needs to process and update the data. What to do: Wait a bit — soon the events will appear normally, as in the example below. Custom Event Not Created Correctly Why does this happen? If the custom event is not created correctly, it may not be recognized by Facebook and may not appear in your campaign. How to fix? 1. Go to Facebook Events Manager. 2. Check whether the Yay! Forms custom event is listed correctly. 3. If it is not, create a new custom event with the correct condition based on the form URL or captured data. 4. Make sure the event was saved and is being recorded in Events Manager. Form Subdomain Not Verified and Authorized in Meta Why does this happen? If the form subdomain is not verified, Facebook may block event tracking, preventing events from being used in campaigns. How to fix? 1. Go to Facebook Business Manager. 2. In the left menu, click Brand Safety > Domains. 3. Add the form subdomain used in Yay! Forms. 4. Choose the verification method via Meta Tag: Copy the meta tag generated by Facebook. Paste this meta tag into Yay! Forms and save the changes. 5. Return to Facebook and click the Verify Domain button. 6. Facebook will access Yay! Forms to confirm the meta tag and complete the verification. ☝️ Meta tag verification is immediate, with no DNS propagation required. Assets Not Shared with the Ad Account Why does this happen? If assets (custom events and subdomains) are not shared correctly with the ad account, the events may not be usable in campaigns. How to fix? 1. In Facebook Business Manager, go to Business Settings. 2. Navigate to Data Sources > Pixels. 3. Select the Pixel used in Yay! Forms and share it with the correct ad account. 4. Repeat the process for custom events and subdomains. Test Event Enabled in Yay! Forms Settings Why does this happen? If the test event is enabled in Yay! Forms, events may not be sent correctly to Meta and will not appear in the campaign. How to fix? 1. On the Yay! Forms integration screen, check whether the Meta/Facebook Pixel Test Event Code is filled in incorrectly. 2. Make sure the Event Condition is set correctly to customize tracking. 3. In Facebook, create a rule like URL contains yayforms.link for generic tracking. 4. If you want to track a specific form, use URL contains yayforms.link/seu_formulario. 5. Disable any test event configuration in Yay! Forms and save the changes. Quick Checklist for Diagnosis - Was the custom event created correctly? - Is the form subdomain verified? - Are the assets shared with the ad account? - Is the test event disabled in Yay! Forms? If all the steps above are followed correctly, the issue should be resolved. If it persists, check Facebook’s official documentation or contact the platform support team. Conclusion You learned how to identify why conversion events may not appear in Meta campaigns by checking application logs and validating key setup areas such as event approval and processing time, custom event creation, domain verification, asset sharing, and test-event settings in Yay! Forms and Meta.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Mailchimp

This article will help you connect your Yay! Forms form to Mailchimp, choose the target audience, map form fields to Mailchimp fields, and configure tags (including dynamic tags based on multiple-choice answers). It also highlights important formatting requirements to avoid sync failures. Steps to connect Yay! Forms with Mailchimp 1. Access the form Open the desired form and select the Integrate tab. At this point, you will find the option related to Mailchimp. Click Configure to start setting up your Mailchimp account. 2. Connect your Mailchimp account As soon as you access the integration screen, you will need to connect your Mailchimp account. After that, select the list (audience) you want to send the form data to. 2.1 Send previous responses After connecting your account, you can enable the option Run on Previous Responses. When enabled, all responses recorded up to that point will be sent to Mailchimp, not only new ones. 3. Map the fields You can now map the fields from your form to the fields in your Mailchimp list. Keep in mind that it is mandatory to map the Mailchimp email field. This must be a field of the email type or a hidden field. 4. Additional fields You can also map other Mailchimp fields using: - Form fields - Hidden fields - Variables Below, the list with all available fields for mapping from your Mailchimp list will be displayed: 5. Add tags to responses If you want, you can add tags to the responses being sent. To do this, simply click the option Add tags to your response and select a Tag. 6. Dynamic tags based on multiple choices You can also assign tags automatically based on the selection made in multiple-choice fields, as shown below: Keep in mind that to use this feature, you must have at least one tag created in Mailchimp and at least one multiple-choice field in your form. ⚠️ Important notes 1. Fields with a specific format Some fields require a specific format. For example, the "Birthday" field must follow exactly the format expected by Mailchimp. Make sure the user's answer is correct. 2. Full address If you choose to send the address field, you must include: Address 1 (Address 1) City (City) State (State) Zip Code (Zip Code) Otherwise, the submission may fail. You can choose not to send the address, or send it with all of these required fields. 3. Country format For country fields, the recommended format is ISO 3166-1 alpha-2, i.e., the two-letter code (e.g., BR, US, GB). Although it is possible to send the country name, Mailchimp does not recommend it, as it can cause recognition failures. Conclusion You now have the essential guidance to integrate Yay! Forms with Mailchimp, including selecting an audience, mapping required and additional fields, and applying static or dynamic tags, along with the key formatting considerations that help ensure data is sent successfully.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Kommo

This article will help you connect your Yay! Forms form to Kommo, configure where form submissions should be sent, map form fields to Kommo fields, and optionally add tags (including dynamic tags based on multiple-choice answers). Connect your Yay! Forms form with Kommo 1. Access the form Open the desired form and go to the Integrate tab. There, you will find the Kommo integration. Click Configure to start setting up your Kommo account. 2. Connect your Kommo account When you access the integration screen, you will need to connect your Kommo account. After that, select the funnel (pipeline) and the status you want to send the form data to. 2.1 Send previous responses After connecting your account, you can enable the Run on Previous Responses option. When enabled, all responses already recorded so far will be sent to Kommo—not just new ones. 3. Map the fields You can now map the fields in your form to the fields in your list in Kommo. 4. Additional information You can create/attach a Kommo Contact: You can also create/attach a Kommo Company: 5. Add tags to responses If you want, you can add tags to the responses sent. To do so, just click Add tags to your response and select a tag. 6. Dynamic tags based on multiple choice You can automatically assign tags based on the selections made in multiple-choice fields, as shown in the example below: Note: To use this feature, you must have at least one tag registered in Kommo and at least one multiple-choice field in your form. Conclusion You now have a structured way to connect Yay! Forms to Kommo, choose the pipeline and status for incoming data, map fields correctly, and enhance submissions with optional contact/company linking and tagging—including dynamic tags from multiple-choice selections.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Kommo via Webhook

This article will help you connect WebConnect to your Kommo account and link it with Yay Forms using a webhook, so you can complete the integration and optionally auto-populate fields with lead responses. Accessing the Kommo panel and adding WebConnect First, access your account in the browser and go to the main dashboard. Then, in the left-side menu, find the Add Source option and click it. This will open a window where you can add new sources or integrations. In the list of available options, look for WebConnect and select it to start the installation process. After installation, just click WebConnect to configure and integrate it with your Kommo account, as shown in the images below. Opening settings and adding an origin Right after that, you should click Open settings: After that, click Add Origin to continue. Copy the webhook provided by the platform and paste it into the Yay Forms website, as shown in the images below. If you need more information about the webhook, see our support article by clicking here. Recommended response format (V2) We recommend using the V2 version of the Response Format to avoid issues and make it easier to map fields in Kommo because, in V2, responses are organized by the ID of the corresponding question. Auto-populating fields with lead responses Great, the integration is complete! If you want to auto-populate some fields with the lead’s responses, you can do so using the format {{response_answers_posiçãodaquestao_content}}, for example, using the field what is your name? to map. Support If you have any questions or suggestions, send an email to [email protected] Conclusion You learned how to install WebConnect in Kommo, open its settings to add an origin, connect it to Yay Forms using the provided webhook, choose the V2 response format for easier field mapping, and optionally auto-populate Kommo fields with lead responses using the specified placeholder format.

Last updated on Dec 20, 2025

How to Send Feedback to the Respondent’s Email

This article will help you set up and use the Email Feedback integration in Yay! Forms, including how to configure the email content, enable/disable and test the integration, and optionally include AI-generated feedback in your messages using an AI Prompt and the {{ai_feedback}} placeholder. Setting up the Email Feedback integration 1. Log in to your Yay! Forms account and create or edit an existing form. 2. Click Integrations in the form builder at the top of your screen. 3. Click "Email Feedback". To send the email, you need to create an email-type field in the form. It’s important to note that the system will always capture the value of the first email-type field in the list. After that, just choose the email subject and body, and you’re done. After configuring your integration, you can easily enable or disable it by clicking the button below. In addition, you can adjust the settings or test it by clicking the three dots. Important Notes 1. Fill Out the Form For the test to be sent correctly, the form must have at least one valid response submitted. 2. Data Sending The test will send the data from the most recent valid submitted response. 3. Sending Status Please note that the test does not mark the response as sent in the specific integration being tested. This is only a procedure to verify the integration. Using AI Feedback and the AI Prompt The {{ai_feedback}} placeholder is a powerful tool that lets you include personalized, AI-generated feedback directly in your emails. This feedback is created based on users’ responses to your form, providing an additional level of personalization and interactivity in communications. To use this feature, first define the AI prompt in the AI Prompt field of your Email Feedback integration. This prompt should guide the AI on how to analyze the user’s responses and generate relevant feedback. Example of Using the AI Prompt You can set up a prompt that instructs the AI to offer improvement suggestions if the user’s score is below 5, based on their specific responses: "If the user's score is below 5, provide suggestions on how they can improve, considering the answers provided in the form." After configuring the AI Prompt field, insert the {{ai_feedback}} placeholder into the email body where you want the personalized feedback to appear. When the email is sent, the placeholder will be replaced with the AI-generated feedback, based on the instructions provided in the AI Prompt and the user’s responses. Keep in mind that you can use other placeholders in your message. If you have any questions about how to use them, you can follow this explanation link: https://suporte.yayforms.com/article/181-guia-de-placeholders-para-personalizacao-de-emails-e-mensagens You can also configure your SMTP account. To learn how to do this, just follow the tutorial at this link. Conclusion You learned how to enable and configure the Email Feedback integration in Yay! Forms, how the integration uses the first email-type field to send messages, how testing behaves, and how to enhance email personalization by inserting {{ai_feedback}} generated from an AI Prompt alongside other placeholders.

Last updated on Dec 20, 2025

Placeholder Guide for Personalizing Notification Content

Placeholders are variables you can include in email and message content to automatically insert dynamic information, making each email more relevant and personalized for the recipient. This guide provides a detailed overview of the placeholders that can be used to personalize emails and messages. What placeholders are and what they are used for Placeholders are variables that you can include in email and message content, allowing dynamic information to be inserted automatically, making each email more relevant and personalized for the recipient. This guide provides a detailed overview of the placeholders that can be used to personalize emails and messages. Available placeholders Below are the available placeholders you can use to personalize your email or message: Form information - {{form.id}} : Inserts the form ID. Example: "Your form #{{form.id}} has been received" - {{form.title}} : Inserts the form title. Example: "Submission confirmation: {{form.title}}" Response information - {{response.id}} : Inserts the response ID. Example: "Response #{{response.id}} successfully recorded" - {{response.created_at}} : Inserts the response creation date and time. - {{response.submitted_at}} : Inserts the response submission date and time. Example: "We received your response on {{response.submitted_at}}" Hidden fields For each hidden field added to the form, use {{hidden_field_name}} to insert its value. Example: "Use the coupon "{{promo_code}}" to get 20% off." UTM tracking For each UTM parameter provided, use {{utm_name}} to insert its value. Example: "Campaign: {{utm_campaign}}" Custom variables In addition to placeholders specific to form information, response information, hidden fields, and UTM tracking, you can also use custom variables to include specific data that is important to your communication. These variables are defined by you within the form logic section. {{variable_name}} : Inserts the value of the custom variable. Example: "Congratulations! Your score is {{score}}" Form field answers To insert the answer from a specific field, use {{field_id}} where field_id is the field ID. Example: "We will contact you by email: {{65a05283a852bf41g00876c3}} " ☝️ You can find a question’s ID on the form edit screen by going to that field’s settings. Just select the desired field and locate the ID in the settings section, as shown in the image below. Using AI Feedback and the AI prompt The placeholder {{ai_feedback}} is a powerful tool that allows you to include personalized feedback generated by artificial intelligence directly in your emails. This feedback is created based on users’ responses to your form, offering an additional level of personalization and interactivity in communications. To use this feature, first define the AI prompt in the AI Prompt field of your email feedback integration. This prompt should guide the AI on how to analyze the user’s responses and generate relevant feedback. Example of using the AI prompt Within the form settings, you can set up a prompt to generate personalized feedback from responses using artificial intelligence: Here is an example prompt: "If the user's score is below 5, provide suggestions on how they can improve, considering the responses provided in the form." After configuring the prompt, insert the placeholder {{ai_feedback}} in the email body where you want the personalized feedback to appear. When the email is sent, the placeholder will be replaced by the AI-generated feedback, based on the instructions provided in the AI Prompt and the user’s responses. Personalizing emails and messages To personalize the email or message, insert the relevant placeholders in the text where you want dynamic information to appear. When the email is sent, the placeholders will be replaced by the corresponding values from the form responses. Personalization examples - "Hello, your registration for {{form.title}} on {{response.created_at}} was received successfully!" - "Hello {{name}}, your final score for {{form.title}} is {{score}} !" Example of email personalization with {{ai_feedback}} Insert the sentence below in the Email Body field, within your email feedback integration: "Hello, here is personalized feedback for you: {{ai_feedback}} " This feature not only enriches the user experience with constructive, personalized feedback but also increases engagement by making each communication more relevant and tailored to individual needs. Important: Be sure to test the AI-generated feedback before sending messages at scale to ensure the accuracy and relevance of the information provided. Additional notes - Make sure to use the placeholders exactly as shown, including the braces {{ and }} - Spaces inside the braces are optional. For example, {{&#32;form.id&#32;}} is treated the same as {{form.id}} Conclusion You learned what placeholders are, which placeholders are available for forms, responses, hidden fields, UTM parameters, custom variables, and field answers, and how to use them to personalize emails and messages—including inserting AI-generated feedback with {{ai_feedback}} by configuring an appropriate AI prompt.

Last updated on Dec 20, 2025

How to Send Incomplete Responses to Your Integrations

This article explains how the Send incomplete responses feature works, why it is useful, and how to enable it so your integrations can receive partially completed form data automatically when a user takes too long to finish. What the Send incomplete responses feature does The Send incomplete responses feature ensures that if a user who is filling out the form takes longer than a time limit you define, the system automatically sends the data already completed to your integrations. Why this is useful Why is this useful? Normally, responses are only sent when the user completes and submits the form. However, if someone abandons the form halfway through the process, that information would be lost. With this feature enabled, even if the form is not completed, you will still receive the data captured up to that point. How to enable the option To enable this option, go to the settings tab of your form and enable the "Send incomplete responses" option, as shown in the image below: Configuring the wait time Just below, you will find the "wait time in minutes" field, which defines how long the user has from the moment they enter the form until the data is automatically sent to your integration. If the time expires before the person completes the form, partial responses will be sent—remembering that this time is customizable. Conclusion By enabling Send incomplete responses and setting a wait time in minutes, you ensure your integrations can still receive the data a user entered even if they do not finish submitting the form within the time you define.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Slack

This article will help you integrate Yay! Forms with Slack by creating a Slack app, enabling Incoming Webhooks, generating a Webhook URL, and adding it to your form so you can send messages to a selected Slack channel. Creating a Slack app Follow the steps below to integrate Yay! Forms with Slack: First, go to the API Slack link to create your app. When you click it (and log in, if necessary), you will see the screen shown in the image below. There, just click from scratch. Then just enter any name for the app and choose which workspace you want to associate. Enabling Incoming Webhooks Next, you will be redirected to the screen below, where the next step is to enable the Webhooks feature. Click Incoming Webhooks. On this screen, just click the button indicated in the image👇 After enabling the Webhook feature, scroll to the bottom of the page and click the Add New Webhook to Workspace button, as shown in the image. You will be redirected to the page below, where you will need to select the Slack channel you want to send messages to and click Allow. In the example below, I will select a channel I created to display the names of new customers who joined the company. Now just click the indicated location to copy the created URL. Adding the Webhook URL to your form After you get your Webhook URL, just add it to your form in the first field. In the second field, you can enter the message you want. Keep in mind that you can use placeholders in your message. If you have any questions about how to use them, you can follow this explanation link: Guia de Placeholders para Personalização do Emails e Mensagens. Managing and testing the integration After setting up your integration, you can easily enable or disable it by clicking the button below. In addition, you can adjust the settings or test it by clicking the three dots. Important notes 1. Fill out the form For the test to be sent correctly, the form must have at least one valid response filled in. 2. Data submission The test will send the data from the last valid completed response. 3. Sending status Please note that the test does not mark the response as sent in the integration being tested. This is only a procedure to verify the integration. Support If you have any questions or suggestions, send an email to [email protected]. Conclusion You learned how to create a Slack app, enable Incoming Webhooks, generate and copy a Webhook URL, and configure it in Yay! Forms with a customizable message (including placeholders), as well as how to enable/disable, adjust, and test the integration.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with WhatsApp

This article will help you integrate Yay! Forms with WhatsApp so you can receive form notifications and optionally send a message along with responses. WhatsApp Integration Setup Follow the steps below to integrate Yay! Forms with WhatsApp: First, access the desired form and select the Integrate tab. Just scroll down and you will find the option related to WhatsApp. Now, click configure, as shown in the image below: Now, just enter the phone number where you want to receive notifications related to your form, and if you want to send a message along with the responses, just fill in the second field. Remember that you can use placeholders in your message. If you have any questions about how to use them, you can follow this explanation link: Guia de Placeholders para Personalização do Emails e Mensagens. Managing the Integration After setting up your integration, you can easily enable or disable it by clicking the button below. In addition, you can adjust the settings or test it by clicking the three dots. Important Notes 1. Fill Out the Form For the test to be sent correctly, the form must have at least one valid response submitted. 2. Data Sending The test will send the data from the last valid response submitted. 3. Sending Status Please note that the test does not mark the response as sent in the respective integration being tested. This is only a procedure to verify the integration. Support If you have any questions or suggestions, send an email to [email protected]. Conclusion You learned how to set up the Yay! Forms WhatsApp integration, use placeholders in messages, and manage the integration by enabling, disabling, adjusting settings, and running tests.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with Google Sheets

This article will help you connect a Yay! Forms form to Google Sheets, so form responses can be sent to a spreadsheet. You’ll learn where to find the integration in the form builder, how to choose a Google account, and how to create a new spreadsheet or link an existing one. Set up the Google Sheets integration 1. Log in to your Yay! Forms account and create or edit an existing form. 2. In the form builder, click Integrate at the top of the screen. 3. Find Google Sheets and click Set up. 4. Choose the Google account you want to associate in Workspace. 5. Click Save integration to create a new spreadsheet, or paste the URL of an existing spreadsheet. Manage the integration After setting up your integration, you can easily enable or disable it by clicking the button below. You can also adjust the settings or test it by clicking the three dots. Important notes 1. Fill out the form For the test to be sent correctly, the form must have at least one valid response completed. 2. Data sending The test will send the data from the last valid response submitted. 3. Send status Please note that the test does not mark the response as sent in the integration being tested. This is only a procedure to verify the integration. Support If you have any questions or suggestions, send an email to [email protected]. Conclusion You now have a structured path to connect Yay! Forms to Google Sheets, select the correct Google account, and manage the integration settings, including enabling/disabling and testing the connection.

Last updated on Dec 20, 2025

How to Integrate Yay! Forms with HubSpot

This article will help you connect your Yay! Forms form to HubSpot, understand how to configure the integration, and map form fields to create contacts, deals, and companies in HubSpot, including optional conditional sending and sending previous responses. Demonstration video Before we begin the tutorial, I recommend watching this demo video. In it, you will see how the integration with HubSpot works. Demonstration Steps to connect Yay! Forms with HubSpot Follow the steps below to connect your Yay! Forms form with HubSpot: 1. Access the form Open the desired form and go to the Integrate tab. There, you will find the integration with HubSpot. Click Configure to start setting up your HubSpot account. 2. Connect your HubSpot account When accessing the integration screen, you will need to connect your HubSpot account. 3. Create contacts You can now map the fields in your form to the fields in your HubSpot contact, so the contact is created with responses from the mapped fields. 4. Create negotiations You can also map the fields in your form to the fields in your HubSpot deal. To do this, you first need to select a pipeline and the stage the deal will be in. 5. Create companies You can also map the fields in your form to the fields in your Company created in HubSpot. To do this, you first need to select which industry the company is in (if you leave it blank, it will have no industry). Right after that, you can map the fields of your newly created company. 6. Conditional Forwarding Based on Responses This feature lets you set conditions for sending data to HubSpot. Thus, depending on the user's response, the information will only be sent to the platform if the established condition is met. If you are interested in better understanding how our conditional system works, you can access our help file for Conditional Execution of Integrations. 7. Submit previous answers You can enable the Run on Previous Responses option. When enabled, all responses recorded to date will be sent to HubSpot, not just new ones. Support We hope you enjoy this new integration! 😊If you have any questions or suggestions, please get in touch with us at [email protected]. Conclusion By the end of this guide, you will have learned how to access the HubSpot integration in Yay! Forms form, connect your HubSpot account, map fields to create contacts, deals, and companies, and optionally control when data is sent or send previously collected responses to HubSpot.

Last updated on Dec 30, 2025

Cómo Integrar Yay! Forms con Telegram

Este artículo explica cómo integrar Yay! Forms con Telegram para que recibas notificaciones cada vez que se envíen nuevas respuestas. Configuración de la Integración con Telegram Para configurar la integración con Telegram, sigue los pasos a continuación: 1. Abre el formulario deseado 2. Haz clic en la pestaña Integrar 3. Desplázate hacia abajo hasta la integración de Telegram 4. Haz clic en Configurar Paso 1: Conecta tu Cuenta de Telegram Antes de recibir notificaciones, debes conectar o seleccionar una cuenta de Telegram. Seleccionar una Cuenta Existente Si ya tienes cuentas de Telegram conectadas, selecciona una de ellas en el menú desplegable. Conectar una Nueva Cuenta Para agregar una nueva cuenta de Telegram, haz clic en Configuraciones de Telegram y completa los campos a continuación. Nombre de la Cuenta Utiliza un nombre amigable para identificar la cuenta. Ejemplo: Rafael Girao Chat ID El Chat ID define a qué chat de Telegram se enviarán las notificaciones. Para obtenerlo: 1. Haz clic** aquí para enviar un mensaje y obtener tu Chat ID** 2. Envía el mensaje solicitado al bot de Telegram 3. Copia el número devuelto 4. Pégalo en el campo Chat ID Ejemplo: 123456789 Código de Verificación Este código se utiliza para confirmar la conexión de la cuenta de Telegram. - Ingresa el código de verificación recibido en tu chat de Telegram - Si dejas este campo vacío y haces clic en Guardar, se enviará automáticamente un nuevo código Ejemplo: 98765432 Una vez guardada, la cuenta aparecerá disponible en el menú desplegable de selección de cuentas. Paso 2: Asunto (Opcional) Utiliza este campo para definir el asunto del mensaje enviado por Telegram. Puedes: - Ingresar un texto fijo, o - Utilizar placeholders para personalizar el asunto de forma dinámica Ejemplo: Nueva respuesta de tu formulario {{form.title}} Los placeholders permiten insertar datos dinámicos, como: - Título del formulario - Valores de los campos - Detalles de la respuesta Para más información, consulta la Guía de Placeholders para la Personalización de Correos y Mensajes. Paso 3: Condición de Disparo (Opcional) De forma opcional, puedes definir una condición de disparo para controlar cuándo se enviará la notificación por Telegram. Para configurarla: - Haz clic en Agregar condición de disparo - Define una regla que determine cuándo deben enviarse los datos Condición de Disparo sin Diferenciar Mayúsculas y Minúsculas Activa la opción Condición de disparo sin distinción entre mayúsculas y minúsculas si deseas ignorar la capitalización. Cuando está activada, los siguientes valores se tratarán como iguales: - Aceptado - aceptado - ACEPTADO Esto ayuda a garantizar un comportamiento consistente, independientemente de cómo los usuarios completen los campos del formulario. Gestión de la Integración Después de la configuración, puedes gestionar la integración de la siguiente manera: - Activar o desactivar usando el interruptor de estado - Editar la configuración en cualquier momento - Probar la integración desde el menú de tres puntos (⋮) Notas Importantes Completar el Formulario - El formulario debe tener al menos una respuesta válida para que la prueba funcione Envío de Datos - Las pruebas utilizan los datos de la respuesta válida más reciente Estado de Envío - Ejecutar una prueba no marca la respuesta como enviada - Las pruebas se utilizan únicamente para verificar que la integración funcione correctamente Soporte Si tienes preguntas o sugerencias, contáctanos por correo electrónico: [email protected] Conclusión Ahora sabes cómo: - Conectar y gestionar cuentas de Telegram - Configurar el asunto de los mensajes usando placeholders - Aplicar condiciones de disparo - Activar, desactivar y probar la integración con Telegram Esta configuración garantiza que recibas notificaciones en Telegram exactamente cuando las necesites.

Last updated on Dec 31, 2025

How to Integrate Yay! Forms with Telegram

This article explains how to integrate Yay! Forms with Telegram so you can receive notifications whenever new responses are submitted. Telegram Integration Setup To configure the Telegram integration, follow these steps: 1. Open the desired form. 2. Click the Integrate tab. 3. Scroll down to the Telegram integration. 4. Click Configure. Step 1: Connect Your Telegram Account Before receiving notifications, you must connect or select a Telegram account. Select an Existing Account If you already have Telegram accounts connected, select one from the dropdown. Connect a New Account To add a new Telegram account, click Telegram Settings and complete the fields below. Account Name Use a friendly name to identify the account. Example: Rafael Girao Chat ID The Chat ID defines where notifications will be sent. To obtain it: 1. Click here to send a message and get your chat ID. 2. Send the requested message to the Telegram bot. 3. Copy the returned number. 4. Paste it into the Chat ID field. Example: 123456789 Verification Code This code is used to confirm the Telegram account connection. - Enter the Telegram verification code received in your chat. - If you leave this field empty and click Save, a new code will be sent automatically. Example: 98765432 Once saved, the account will appear in the account selection dropdown. Step 2: Subject (Optional) Use this field to define the subject of the Telegram message. You can: - Enter a fixed text, or - Use placeholders to personalize the subject dynamically. Example: New response from your form {{form.title}} Placeholders allow you to insert dynamic data such as: - Form title - Field values - Response details For more information, see the Placeholders Guide for Email and Message Personalization. Step 3: Trigger Condition (Optional) You can optionally define a trigger condition to control when the Telegram notification will be sent. To configure it: 1. Click Add trigger condition. 2. Define a rule that determines when data should be sent. Case-Insensitive Trigger Condition Enable Trigger condition without case sensitivity if you want the condition to ignore letter casing. When enabled: - Accepted - accepted - ACCEPTED will all be treated as the same value. This helps ensure consistent behavior regardless of how users fill out form fields. Managing the Integration After setup, you can manage the integration by: - Enabling or disabling it using the status toggle. - Editing the configuration at any time. - Testing the integration via the three dots (⋮) menu. Important Notes Filling Out the Form - The form must have at least one valid response for the test to work. Data Sending - Tests use data from the most recent valid response. Sending Status - Running a test does not mark the response as sent. - Tests are used only to verify that the integration is working correctly. Support If you have questions or suggestions, contact us at: [email protected] Conclusion You now know how to: - Connect and manage Telegram accounts - Configure message subjects with placeholders - Apply trigger conditions - Enable, disable, and test the Telegram integration This setup ensures you receive Telegram notifications exactly when you need them.

Last updated on Dec 31, 2025

How to trigger conversions in GTM for specific fields or custom rules (e.g., Email Field or Score)

When you integrate Yay! Forms with Google Tag Manager (GTM), our platform automatically sends the submission data to your website's Data Layer (dataLayer). By default, Yay! Forms fires events like YFAnswer every time a user answers a question. However, in many cases, you might want to fire a conversion tag (Google Ads, Meta Pixel, etc.) only when a specific field is filled out — such as the Email field — or when the user reaches a minimum score. In this tutorial, we'll use the Email field submission as an example, but you'll learn the logic to apply to any other criteria! Step 1: Find the desired field ID To ensure your setup doesn't break if you change the question title in the future, the best practice is to use the field ID (fieldId) as a rule, rather than the question text. 1. Open the Preview mode of your GTM. 2. Go to the page where your form is published and fill in the test field (e.g., your email) to proceed. 3. In the GTM Preview window, look in the left sidebar for the YFAnswer event that was just fired. 4. Click on the Data Layer tab. 5. Look for the data.fieldId property and copy the code that appears in quotes (it will be a sequence of letters and numbers, like 661071860811e305370cadb8). Step 2: Create a Data Layer Variable in GTM Now, we need to "teach" GTM to read this ID information dynamically. 1. In your GTM dashboard, go to Variables and click New (under User-Defined Variables). 2. Click on Variable Configuration and choose the Data Layer Variable type. 3. In the Data Layer Variable Name field, type the exact property path: data.fieldId 4. Give it an easy-to-identify name, such as DLV - Field ID, and click Save. Step 3: Create the Conversion Trigger Now let's create the exact rule: GTM will only fire the tag when the event is an answer (YFAnswer) AND the field ID matches the email field. 1. Go to the Triggers sidebar menu and click New. 2. Click on Trigger Configuration and choose Custom Event. 3. In the Event name field, type: YFAnswer 4. Under "This trigger fires on", select the Some Custom Events option. 5. Set up the firing rule by selecting the variable you created in Step 2: - Choose: [DLV - Field ID] - Condition: equals - Value: Paste the ID code you copied in Step 1. 6. Give it a name (e.g., Trigger - Email Answer) and click Save. Step 4: Add the Trigger to your Tag Done! Now just go to your Conversion Tag (Google Ads, Meta, Analytics, etc.), scroll down to the Triggering section, and select the Trigger you just created. Save and publish the changes in your GTM. Going further: Using other rules (e.g., Score) You are not limited only to field IDs. The payload (data package) that Yay! Forms sends to the dataLayer is very rich. For example, if your form has a logical calculator and you only want to fire a conversion if the user's Score is greater than 100, you can follow the same logic: 1. Create the Variable: GTM needs to read the score. Create a Data Layer Variable named: data.variables.score 2. Create the Trigger: Create a Custom Event for the final submission moment (YFSubmit). 3. Set the Rule: Adjust it to fire only when your new variable is greater than 100. You can explore the GTM Preview to see all the data we send inside the data property (like UTMs, hidden fields, and more) and create highly segmented triggers for your campaigns!

Last updated on Mar 11, 2026