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With TrustedForm you can provide proof of consent for leads you generate, ensuring TCPA compliance with regulations and reducing legal risks. Integrate it to your flow to automatically receive certificates for every response.
Setup
Sign up for free at TrustedForm Certify.
Within your heyflow, go to Integrate and then to the tab Analytics.
Click on TrustedForm and set a system label for the certificate URL (Fallback is
xxTrustedFormCertUrl).Optionally, you can set a system label for the ping URL (fallback is
xxTrustedFormPingUrl).Optionally, you can also set an identifier to group sessions (i.e. be able to group certificates by flow).
Toggle sandbox if you want to test generate certificates
Potentially, you want to set fields as sensitive if they shouldn't be in your TrustedForm certificates
Click on connect and the integration is live!
After turning on the integration, certificates will automatically be generated and added to the flow submission. The certificates' URLs will be shown in the flow response.
Automatic Certificate Retention (optional)
If you want to make use of ActiveProspects TrustedForm automatic certificate retention, you need to verify your domain with TrustedForm and also host the flow on that domain. You cannot use your Heyflow default domain for this. Learn more about guarantee certificate availability with Retain here.
Tracking in Response Handlers
To capture and use the TrustedForm certificate URL in response routines, such as HubSpot or HighLevel, you must correctly map the certificate URL in your integration configuration. To map the TrustedForm certificate URL:
Add a hidden input field to your flow. Hidden fields capture and store values without affecting the user experience, as they are still included in the response data.
Add a variable to the input field. Set the variable name to match the parameter in TrustedForm exactly, e.g. xxTrustedFormCertUrl. This ensures that TrustedForm automatically captures the parameter from the input field.
Also, set up a System Label for the input field, e.g. xxTrustedFormCertUrl. This allows you to map the field to the corresponding field in the flow later in your response routine.
Ensure that the system label and variable match those in TrustedForm's Analytics integration.
Once set up, you can map these input fields to the corresponding fields in your desired response routine. This allows you to forward the certificate URL to your connected integrations for verification or tracking.