6 min read

Connecting Your First Form

Learn how to link your forms to Grader.io to start receiving and scoring submissions automatically.

Overview

Grader.io supports multiple form sources, allowing you to connect forms from various platforms and start scoring leads immediately. This guide walks you through the different connection methods.

Connection Methods

If you use HubSpot, the integration provides the smoothest experience:

  1. Connect HubSpot Account

    • Go to Dashboard → Connections
    • Click "Connect HubSpot"
    • Authorize Grader.io access
  2. Select Forms

    • Navigate to Dashboard → Graders
    • Click "Create Grader"
    • Choose "HubSpot Form" as source
    • Select from your imported forms

2. Webhook Integration

For non-HubSpot forms or custom implementations:

// Example webhook payload
{
  "email": "john.doe@company.com",
  "firstName": "John",
  "lastName": "Doe",
  "company": "Acme Corp",
  "jobTitle": "Marketing Director",
  "phone": "+1-555-0123",
  "website": "https://acme.com",
  "customField": "Enterprise"
}

Setup Steps:

  1. Get your webhook URL from Dashboard → Graders → Create → Webhook
  2. Configure your form to POST submissions to this URL
  3. Map form fields to grader inputs

3. Direct API Integration

For developers building custom solutions:

curl -X POST https://api.grader.io/v1/submissions \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "graderId": "grader_abc123",
    "formData": {
      "email": "lead@company.com",
      "company": "Tech Startup",
      "employees": "50-100"
    }
  }'

Testing Your Connection

After connecting a form:

  1. Test Submission

    • Submit a test entry through your form
    • Check Dashboard → Submissions for the entry
    • Verify all fields mapped correctly
  2. Score Verification

    • Confirm the submission received a score
    • Review the scoring breakdown
    • Test any routing rules

Common Integration Patterns

WordPress + Gravity Forms

// Add to functions.php
add_action('gform_after_submission', 'send_to_grader', 10, 2);

function send_to_grader($entry, $form) {
    $webhook_url = 'https://webhook.grader.io/YOUR_GRADER_ID';
    
    $data = array(
        'email' => $entry['1'],  // Adjust field IDs
        'company' => $entry['2'],
        'message' => $entry['3']
    );
    
    wp_remote_post($webhook_url, array(
        'body' => json_encode($data),
        'headers' => array('Content-Type' => 'application/json')
    ));
}

Typeform Integration

Use Typeform's webhook feature:

  1. Go to Typeform → Connect → Webhooks
  2. Add webhook URL:
    https://webhook.grader.io/YOUR_GRADER_ID
  3. Configure field mapping in Grader.io

Field Mapping

Form Field TypeGrader.io FieldNotes
Email
email
Required for lead identification
Company
company
Used for company scoring
Job Title
jobTitle
Helps determine decision-maker status
Phone
phone
Contact preference scoring
Website
website
Company validation
Custom Fields
customField1-10
Map to your specific criteria

Troubleshooting

Form Not Receiving Submissions

  1. Check Webhook URL - Verify the URL is correct and accessible
  2. Review Payload Format - Ensure JSON structure matches expected format
  3. Test Connectivity - Use tools like Postman to test the webhook
  4. Check Logs - Review submission logs in Dashboard → Graders → Your Grader → Logs

Submissions Not Being Scored

  1. Verify Grader Status - Ensure grader is active
  2. Check Required Fields - Confirm all required fields are present
  3. Review Field Mapping - Verify form fields map to grader inputs correctly

Next Steps

Once your form is connected:

Need Help?

  • Check our troubleshooting guide
  • Contact support through the dashboard
  • Join our community forum for tips and best practices