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.
Categories
Typeform and Salesforce can also be integrated using automation tools other than zapier:
When this trigger fires in Typeform
Triggers when a form is submitted.
Then this action happens in Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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
First, we need to connect Typeform and Salesforce 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 to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
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
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Typeform and Salesforce.
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!
New submission
Triggers when a form is submitted.
Triggers when a new response is submitted.
Get list of all the forms.
This trigger fires every time a form receives a new response.
Form is submitted
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new lead in Salesforce.
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new contact in Salesforce.
Adds an existing lead to an existing campaign.
Finds a record of a specified Salesforce object by up to two fields and values you choose.
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 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.
Salesforce 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.