Salesforce + Typeform

Add new Typeform form entries to Salesforce as leads

When this happens
Step 1: New Entry
Then do this
Step 2: Create Record

Typeform helps you create beautiful forms, surveys, contests, and more for access across all devices. Use Zapier to start adding new leads to your Salesforce CRM as Typeform form entries are submitted. Take names, email addresses, and any other information you'd like to collect and create a brand new lead within Salesforce in just a few clicks. Once you set up this integration, new Typeform form entries submitted from that point forward are individually added to Salesforce as leads.

How It Works

A new Typeform form entry is submitted.
Zapier adds the data submitted to Salesforce as a lead.

What You Need

Typeform account
Salesforce account

Try this template

Supported triggers and actions

What does this mean?

New Entry
Triggers when a form is submitted.
Trigger
Instant
Create an Empty Form
Creates a new empty form.
Action
Write
Duplicates an Existing Form
Duplicates an existing form
Action
Write
Update Dropdown, Multiple Choice or Ranking Question Options
Update Dropdown, Multiple Choice or Ranking Question Options
Action
Write
Lookup Responses
Looks up responses for a given criteria.
Action
Search

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled

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.).
Trigger
Scheduled

Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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.

Learn More