Salesforce + Typeform
Update Salesforce records for new Typeform entries
Effortlessly keep your Salesforce records up to date with new information collected through Typeform. With this workflow, whenever a new entry is submitted in Typeform, the corresponding record will be updated in Salesforce. Eliminate manual data entry and ensure the accuracy of your CRM data by letting this automation do the work for you.
Effortlessly keep your Salesforce records up to date with new information collected through Typeform. With this workflow, whenever a new entry is submitted in Typeform, the corresponding record will be updated in Salesforce. Eliminate manual data entry and ensure the accuracy of your CRM data by letting this automation do the work for you.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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FormRequired
Try ItForm 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)
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Contact
Triggers when a new Contact is created.
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title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
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)
History ObjectRequired
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