Typeform + Salesforce Integrations
How to connect Typeform + Salesforce
Zapier lets you send info between Typeform and Salesforce automatically—no code required.
Popular Typeform + Salesforce workflows
Add new Typeform form entries to Salesforce as leads
Add new Typeform form entries to Salesforce as leadsPremiumCreate Salesforce contacts from new Typeform form entries
Create Salesforce contacts from new Typeform form entriesPremiumCreate custom objects in Salesforce from new Typeform entries
Create custom objects in Salesforce from new Typeform entriesPremiumUpdate Salesforce opportunities and Google Sheets rows from new Typeform responses
Update Salesforce opportunities and Google Sheets rows from new Typeform responsesPremium
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Do Even More with Typeform + Salesforce
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Typeform + Salesforce workflows do more for them.
Zapier users love adding Google Sheets to their workflows
Update Salesforce opportunities and Google Sheets rows from new Typeform responses
Update Salesforce opportunities and Google Sheets rows from new Typeform responsesPremium
New EntryTriggers when a form is submitted.Trigger- Create an Empty FormCreates a new empty form.Action
- Duplicates an Existing FormDuplicates an existing formAction
- Update Dropdown, Multiple Choice or Ranking Question OptionsUpdate Dropdown, Multiple Choice or Ranking Question OptionsAction
- Lookup ResponsesLooks up responses for a given criteria.Action
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers 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
- 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 contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
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
How Typeform + Salesforce Integrations Work
- Step 1: Authenticate Typeform and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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