1.Detect new form entry
Integrate Typeform and form automation tools to detect a new entry and trigger assessment record matching.
Update candidate records from review form replies instantly
Automatically monitor Typeform new entry submissions across Typeform and Salesforce. Create and update when qualifying replies arriveβso you can find assessment records, normalize rating inputs, and update reviewer response fields without manual reporting.
How this automation updates candidate assessment records
When new Typeform entry replies arrive, outdated CRM assessments can delay reviews and talent decisions. This automation finds the matching assessment, normalizes reviewer values, and updates CRM assessment fields instantlyβso your team can act on accurate data.
Typeformor swap with your favorite app
2.Find assessment record
Integrate Salesforce and CRM lookup tools to search the Assessment object and to find the matching record.
Salesforceor swap with your favorite app
3.Normalize rating values
Integrate Formatter by Zapier and data transformation tools to convert rating answers into CRM picklist formats.
Formatter by Zapieror swap with your favorite app
4.Qualify submissions
Integrate Filter by Zapier and validation rules tools to continue only when a valid matching assessment exists.
Filter by Zapieror swap with your favorite app
5.Update assessment record
Integrate Salesforce and CRM field mapping tools to write reviewer responses into assessment text and rating fields.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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