If you're capturing leads through a form, you want to make sure that all that information makes it into your Customer Relationship Management (CRM) tool. If you make a mistake with the data entry—or worse, forget to upload your lead information—you're missing out on potential customers.
When you automate your lead collection process with Zapier, you don't have to worry about human errors. Our automatic workflows—we call them Zaps—allow you to send information from one app to another, so you don't have to worry about manually uploading CSV files.
Here's how to automatically create Salesforce leads from Typeform responses.
Get started quickly with a Zap template
We have a template to help you get started quickly. Click the Use this Zap button below and you'll be guided through setup. You'll need to create a Zapier account if you don't already have one. It's free to start.
Here's how it works:
Click on the Use this Zap button to get started.
Connect your Typeform and Salesforce accounts.
Select the Salesforce object you want to modify.
Select the Typeform information you want to use for the appropriate Salesforce object.
Test your workflow and turn it on.
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This article was originally published in August 2019 and was updated in August 2021.