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Salesforce + Typeform

Update Salesforce records with new Typeform entries

Effortlessly keep your Salesforce records updated with this seamless workflow. When a new entry is submitted in Typeform, the corresponding record in Salesforce will be updated, ensuring your database stays current and accurate. Simplify your data management process with this efficient automation.

Effortlessly keep your Salesforce records updated with this seamless workflow. When a new entry is submitted in Typeform, the corresponding record in Salesforce will be updated, ensuring your database stays current and accurate. Simplify your data management process with this efficient automation.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form 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
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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
    • Welcome

    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
    • 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
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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salesforce logo

About Salesforce

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