Triggering social selling sequence with Typeform!

Triggering social selling sequence with Typeform!

What’s up, guys. I hope you enjoyed my last article on Triggering a social selling sequence when leads are added to your CRM. This week, I am back with another social selling hack. And I promise you will love this one!

As you already know, I like coming up with these social selling growth hacks, experimenting with different sales enablement and marketing tools, etc… so this week I will be working with one of my all-time-favourites, Typeform.

Typeform helps you make super cool forms and surveys that you can share.

Here’s what I’m thinking? What if I could trigger a social selling sequence on Linkedin through Typeform in exchange for something valuable?

In this post, I’m going to show you how to do exactly that. We’re going to set up a Zapier trigger with Typeform to automatically engage prospects who want to access to a guide, ebook, or just pretty much anything you can share that you think will attract them into your funnel.

Warning: Make sure you are sharing something of value and not scamming them into your funnel because that’s just f’ed up and just really bad for your personal brand. If you want this to work, you’ve gotta give value to get value. If people can’t trust you, what makes you think they’ll trust your product or service?

The best sales tactic? Always Provide Value. It’s not ABC… it’s all about APV. That said, if you’re going to try this hack out, do it the right way or don’t do it at all.

Let’s get started. Here’s are the tools we’ll be using in this social selling hack:   

Orca Zapier Typeform

Let the madness begin.

I will assume you already have a Typeforms account. If not, it’s free, so make one!

Make sure you have at least one form set up according to your needs and make sure that there is at least one Linkedin URL in your Typeform responses, so we can test the Zap.

Open up Typeform and go create your first form by clicking on New Typeform.

Now go ahead and pick the form that suits you the best. There are quite a lot of different forms, so I am sure everybody can find something. I will go ahead and choose Sign up Sheet.

Click Use this template and it will appear on your Dashboard. Open up new window automatically to help start editing it.

Now comes the fun part. Form building is hella fun, I can spend hours here on the look and feel!

An important note here while you create your form‌ Make sure you ask for the LinkedIn URL and make it a required field. Take a look at my super stellar form below:

When you are done editing and beautifying the form. Go ahead and click View. It will show you a preview of the form where you can spend 10 plus or minus 2 minutes admiring your masterpiece.

Test the form out by adding in your own information into the form — we need at least one Linkedin URL as a form response to test out the Zap. Next, click on Share. You will find a link to your form that you can copy and share. Again, don’t forget to fill your form first so we have that Linkedin URL to test later.

Awesome, let’s move on to the next step and Connect Orca with Zapier.

To connect Orca with Zapier, open your dashboard and head on over to Preferences.

Under Integrations, you see the Zapier integration.

Click on View integration on Zapier. A new window will open, login to accept the invite. If you don’t have a Zapier account, you’ll be prompted to create one.

FREE MASTERCLASS Learn How To Use Social Selling to Generate 30-50 High Quality Leads a Day Reserve My Spot No Thanks This Masterclass Starts in:

00:00:00 Login to accept the invite. Get ready to create your first Zap with Orca.

Let’s head back to Orca and create a Zapier campaign.

Setup your sequence, publish and Click set up your Orca Zap.

Create this Zap and select Typeform from the list.

You have one option for a trigger here: social selling sequence will be triggered every time a new form is created. Save + Continue.

Next, connect your Typeforms account by entering your login credentials. Test. Save and continue.

On the next screen, you’ll see a list of forms, choose the one you want to use and Continue.

On the next screen, you’ll see a list of your completed forms, choose the form you want to test and Continue.

When you’re ready, move on to the next step to connect Orca with Typeform.

Choose Orca from the app list.

Then select Add Lead to Orca by Linkedin Profile URL. Save + Continue.

Select the account and campaign you’d like to push leads into.

Note: If you haven’t created a Zapier campaign in Orca, do so now. Otherwise, you won’t see anything in the drop-down menu.

Next, tell Orca where it can pull Linkedin URLs from the form.

On the next screen, test the Zap by clicking on Send Test to Orca. If the test was successful you will see your sample lead in pending verification status in the campaign details.

Click Finish and then turn on your Zap!

Once your Zap is live, you can start sharing your form.

Now whenever a new response is submitted through your form, it will automatically push leads into a social sequence in Orca.

By default, leads will be in pending verification status until Orca verifies that the Linkedin profile URLs is formatted properly. Once they are approved, they’ll be passed into the social selling sequence.

Whooo! Congrats, you’ve successfully set up a Zap to trigger social sequences in Orca through Typeform! Again, let me reiterate… make sure you are adding value.

Sales is about relationships. So if you’re going to do this hack, do it the right way.

As my pop would always say to me, “if you’re going to do something, do it right and do it well… or don’t do it all.”

That said, don’t half-ass this hack with garbage.