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How Zapier works

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Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Case Attachment."
A trigger is the event that kicks off your automated workflow.

Setup an action from Typeform

An action is what takes place after the automation is triggered. For example, with Typeform, the action could be "Create an Empty Form."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to Typeform

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salesforce to Typeform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Salesforce + Typeform integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Typeform

When you integrate Salesforce with Typeform, various triggers such as new form submissions or update events in Typeform can be set. You can automate the process so that whenever a new form is submitted, it triggers an action in Salesforce like creating a new lead or updating an existing record.

Yes, you can automatically create leads in Salesforce from Typeform responses. By setting up an action within the integration, each time a respondent completes a Typeform survey or form, their details can populate into Salesforce as a new lead entry.

With our integration, it's possible to update an existing contact's information in Salesforce whenever there's corresponding data submitted through Typeform. This ensures your contact information stays current and accurate without manual data entry.

Handling duplicates involves setting criteria during the setup of the integration that checks for existing records before creating new ones. We provide options to either update existing entries or flag duplicates for review within your workflows.

Data collected from Typeforms can initiate several actions within Salesforce. You can create new records such as leads or contacts, update existing records, schedule follow-up tasks, and even trigger email notifications to appropriate team members right from within the platform.

While most textual and numeric data can seamlessly transfer between Salesforce and Typeform, certain specialized fields like file uploads or complex objects might require additional configuration or may not be fully supported depending on the specifics of each platform's API capabilities.

To begin integrating your Salesforce account with Typeform, navigate to our integrations section where you'll select both platforms. We'll guide you through connecting your accounts securely and configuring initial triggers and actions tailored to your needs without requiring coding skills.

Connect Salesforce and Typeform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History Object
      Required
    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 Object
      Required
    Trigger
    Scheduled
    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 Object
      Required
    Trigger
    Scheduled
    Try It
    • Salesforce Object
      Required
    Trigger
    Scheduled
    Try It

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Typeform on the Zapier blog

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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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    About Typeform
    Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
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