formless + Salesforce Essentials

Generate leads in Salesforce Essentials from new formless responses

Converting your incoming form data to actionable outreach can take valuable time and effort, but with this integration it's going to take a lot less of both. Just set this up and, as soon as a new formless form entry is received to your account, a new lead in Salesforce Essentials will be generated from those details for you, automatically!

Converting your incoming form data to actionable outreach can take valuable time and effort, but with this integration it's going to take a lot less of both. Just set this up and, as soon as a new formless form entry is received to your account, a new lead in Salesforce Essentials will be generated from those details for you, automatically!

  1. When this happens...
    formlessformless
    New Response

    Triggers when a new response is submitted.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write
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formless logo

About formless

Formless, Typeform's pioneering AI solution that elevates data collection through engaging, natural conversations.
Learn more

Related categories

  • Forms & Surveys
salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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