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Salesforce + Typeform

Create new Typeform forms when fields on Salesforce records are updated

Streamline your online surveys with this efficient workflow. Whenever a record field is updated in Salesforce, an empty form is instantly created in Typeform. This smooth process not only keeps your database up-to-date but also ensures you're ready to gather new insights swiftly. Make your data management proactive and efficient by bridging Salesforce and Typeform seamlessly.

Streamline your online surveys with this efficient workflow. Whenever a record field is updated in Salesforce, an empty form is instantly created in Typeform. This smooth process not only keeps your database up-to-date but also ensures you're ready to gather new insights swiftly. Make your data management proactive and efficient by bridging Salesforce and Typeform seamlessly.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    TypeformTypeform
    Create an Empty Form

    Creates a new empty form.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    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 ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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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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