An automated workflow using zapier
Connects Typeform + Salesforce Essentials
Add custom objects to Salesforce Essentials from new entries in Typeform
About this workflow template
This automation scenario allows you to connect Typeform and Salesforce Essentials
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in Typeform
New Entry in Typeform
Triggers when a form is submitted.
Then this action happens in Salesforce Essentials
Create Record in Salesforce Essentials
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add custom objects to Salesforce Essentials from new entries in Typeform.
Part I
Configure Applications
First, we need to connect Typeform and Salesforce Essentials to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Typeform to Zapier.
Give Zapier access to your Typeform account, using Typeform credentials.
Connect Salesforce Essentials to Zapier.
Give Zapier access to your Salesforce Essentials account, using Salesforce Essentials credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Typeform
Choose the following trigger: New Entry (Triggers when a form is submitted.).
Then set up an Action for Salesforce Essentials
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Typeform and Salesforce Essentials.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add custom objects to Salesforce Essentials from new entries in Typeform!
Related Automation Templates
Supported triggers and actions
New submission
New submission
triggerbypipedreamNew entry
Triggers when a form is submitted.
triggerbyzapierpabbly-connectWatch responses
Triggers when a new response is submitted.
triggerbyintegromatList forms
Get list of all the forms.
triggerbyzapierintegromatpipedreamNew response in a form
This trigger fires every time a form receives a new response.
triggerbyiftttForm is submitted
Form is submitted
triggerbyintegrately
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
actionbyzapierUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
actionbyzapierFind record
Finds a record of a specified Salesforce object by a field and value you choose.
actionbyzapierAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierAdd contact to campaign
Adds an existing contact to an existing campaign.
actionbyzapierCreate attachment
Creates a new attachment (max 25MB).
actionbyzapier
Apps you need
Typeform allows building beautiful, interactive people-friendly forms without code. Typeform has next-generation templates for surveys, quizzes, research, feedback, lead generation, and more.
Salesforce Essentials alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
