SalesforceとTypeformを接続して自動化のパワーを解き放ちましょう

When you integrate Salesforce with Typeform, various triggers such as new form submissions or update events in Typeform can be set. You can automate the process so that whenever a new form is submitted, it triggers an action in Salesforce like creating a new lead or updating an existing record.

Yes, you can automatically create leads in Salesforce from Typeform responses. By setting up an action within the integration, each time a respondent completes a Typeform survey or form, their details can populate into Salesforce as a new lead entry.

With our integration, it's possible to update an existing contact's information in Salesforce whenever there's corresponding data submitted through Typeform. This ensures your contact information stays current and accurate without manual data entry.

Handling duplicates involves setting criteria during the setup of the integration that checks for existing records before creating new ones. We provide options to either update existing entries or flag duplicates for review within your workflows.

Data collected from Typeforms can initiate several actions within Salesforce. You can create new records such as leads or contacts, update existing records, schedule follow-up tasks, and even trigger email notifications to appropriate team members right from within the platform.

While most textual and numeric data can seamlessly transfer between Salesforce and Typeform, certain specialized fields like file uploads or complex objects might require additional configuration or may not be fully supported depending on the specifics of each platform's API capabilities.

To begin integrating your Salesforce account with Typeform, navigate to our integrations section where you'll select both platforms. We'll guide you through connecting your accounts securely and configuring initial triggers and actions tailored to your needs without requiring coding skills.