Integrate Typeform with Salesforce to automate your work
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Zapier makes it easy to integrate Typeform with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Typeform
Setup an action from Salesforce
That’s it! You just connected Typeform to Salesforce
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Frequently Asked Questions about Typeform + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Typeform and Salesforce
What types of triggers are available when integrating Salesforce with 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.
Can I automatically create leads in Salesforce from Typeform responses?
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.
Is it possible to update a contact's information in Salesforce based on Typeform entries?
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.
How do you handle duplicate entries when syncing data between Typeform and Salesforce?
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.
What actions can we perform in Salesforce using data collected from Typeforms?
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.
Are there any limitations on the type of data that can be transferred between Salesforce and Typeform?
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.
How do I start setting up an integration between my Salesforce account and Typeform?
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 Typeform and Salesforce 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Connect Typeform and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- FormsRequired
Try It- FormsRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
- title of your formRequired
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
- New Case Attachment
Triggers when a new Attachment is added to a case.
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- title of your formRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
- FormsRequired
- Please provide list of choices
- FormsRequired
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
- New Contact
Triggers when a new Contact is created.
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