Salesforce + Typeform + ChatGPT (OpenAI)

Score Typeform leads with ChatGPT and add to Salesforce

Manually reviewing and qualifying leads from forms can slow down your sales process. This Zap automatically sends new Typeform responses to ChatGPT, which scores or qualifies the lead based on their answers. The scored lead is then added to Salesforce, giving your team instant insight into lead quality and helping them prioritize outreach more effectively.

Manually reviewing and qualifying leads from forms can slow down your sales process. This Zap automatically sends new Typeform responses to ChatGPT, which scores or qualifies the lead based on their answers. The scored lead is then added to Salesforce, giving your team instant insight into lead quality and helping them prioritize outreach more effectively.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this...
    ChatGPT (OpenAI)ChatGPT (OpenAI)
    Conversation (Legacy)

    Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.

    ActionWrite
  3. then do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
    • Message

    • ImageRequired

    • Max Tokens

    Action
    Write
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salesforce logo

About Salesforce

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

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.
Learn more

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  • Forms & Surveys

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About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.
Learn more

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  • AI Assistants