formless + Google Sheets + Salesforce

Update Salesforce opportunities and Google Sheets rows from new formless responses

Tired of digging through Google Sheets and Salesforce to update them with data from your latest form? Let Zapier do it all for you! This Zap sends information from your formless responses to Salesforce and Google Sheets automatically.

Tired of digging through Google Sheets and Salesforce to update them with data from your latest form? Let Zapier do it all for you! This Zap sends information from your formless responses to Salesforce and Google Sheets automatically.

  1. When this happens...
    formlessformless
    New Response

    Triggers when a new response is submitted.

    TriggerInstant
  2. automatically do this...
    SalesforceSalesforce
    Update Record

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

    ActionWrite
  3. then do this...
    Google SheetsGoogle Sheets
    Lookup Spreadsheet Row

    Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

    ActionSearch
  4. then do this!
    Google SheetsGoogle Sheets
    Update Spreadsheet Row

    Update a row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ConversationRequired

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About formless

Formless, Typeform's pioneering AI solution that elevates data collection through engaging, natural conversations.
Learn more

Related categories

  • Forms & Surveys
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

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  • Google
  • Spreadsheets

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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  • CRM (Customer Relationship Management)

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