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Salesforce Essentials + Typeform

Generate leads in Salesforce Essentials from new Typeform entries

Converting your incoming form data to actionable outreach can take valuable time and effort, but with this integration it's going to take a lot less of both. Just set this up and, as soon as a new Typeform form entry is received to your account, a new lead in Salesforce Essentials will be generated from those details for you, automatically!

Converting your incoming form data to actionable outreach can take valuable time and effort, but with this integration it's going to take a lot less of both. Just set this up and, as soon as a new Typeform form entry is received to your account, a new lead in Salesforce Essentials will be generated from those details for you, automatically!

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • 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)

    Action
    Search
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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typeform logo
typeform logo

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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