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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.
TrustedForm Certificate URLs Tracking in Response Handlers
To capture and use the Trusted Form certificate URL within response handlers, e.g. HubSpot or HighLevel, you need to map the certificate URL correctly in your integration setup. This is how you map the TrustedForm certificate URL:
Add an input field in your flow.
Set the variable name to match the parameter exactly, e.g. xxTrustedFormCertUrl This ensures that the input field can automatically capture the parameter from TrustedForm.
Additionally, set up a system label for the input field, e.g. xxTrustedFormCertUrl. This allows you to map the field later in your response handler.
Make sure that the system label and variable you have set for the hidden input field is also the same used in the TrustedForm’s analytics integration:
Since visitors don’t need to see the field, you can hide them in your flow settings. Hidden fields capture and store values without interfering with the user experience. Visitors won’t see these fields, but they’ll still be included in response data.
Once set up, you can map these input fields to corresponding fields in your response handler of choice. This allows you to pass the certificate URL to your connected integrations for verification or tracking purposes.