Typeform
Salesforce
zapier

An automated workflow using zapier

Connects Typeform + Salesforce

Add new Typeform form entries to Salesforce as leads

About this workflow template

This automation scenario allows you to connect Typeform and Salesforce

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.

Typeform and Salesforce can also be integrated using automation tools other than zapier:

Diagram

Add new Typeform form entries to Salesforce as leads
Workflow diagram: Typeform + Salesforce integration

How it works?

When this trigger fires in Typeform

Typeform

New Entry in Typeform

Triggers when a form is submitted.

Then this action happens in Salesforce

Salesforce

Create Record in Salesforce

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Typeform form entries to Salesforce as leads.

Part I

Configure Applications

First, we need to connect Typeform and Salesforce to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Typeform to Zapier.

    Connect Typeform to Zapier.

    Give Zapier access to your Typeform account, using Typeform credentials.

  • Connect Salesforce to Zapier.

    Connect Salesforce to Zapier.

    Give Zapier access to your Salesforce account, using Salesforce 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

    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

    Then set up an Action for Salesforce

    Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Typeform and Salesforce.

  • Test the workflow and turn it on for production use

    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 new Typeform form entries to Salesforce as leads!

Supported triggers and actions

  • Typeform

    New submission

    New submission

    pipedream
    triggerbypipedream
  • Typeform

    New entry

    Triggers when a form is submitted.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Typeform

    Watch responses

    Triggers when a new response is submitted.

    integromat
    triggerbyintegromat
  • Typeform

    List forms

    Get list of all the forms.

    zapierintegromatpipedream
    triggerbyzapierintegromatpipedream
  • Typeform

    New response in a form

    This trigger fires every time a form receives a new response.

    ifttt
    triggerbyifttt
  • Typeform

    Form is submitted

    Form is submitted

    integrately
    triggerbyintegrately
  • Salesforce

    Create record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create lead

    Creates a new lead in Salesforce.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Salesforce

    Update record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Salesforce

    Create contact

    Creates a new contact in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Add lead to campaign

    Adds an existing lead to an existing campaign.

    zapierintegrately
    actionbyzapierintegrately
  • Salesforce

    Find record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    zapier
    actionbyzapier

Apps you need

Typeform

Typeform

Form Builders

Online forms and surveys builder

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

Salesforce

CRM

Enterprise cloud CRM platform

Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.

Zapier

Zapier

Automation Platforms

No-code automation service

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.