How to connect Salesforce + Typeform
Zapier lets you send info between Salesforce and Typeform automatically—no code required.
Popular Salesforce + Typeform workflows
Add new Typeform form entries to Salesforce as leads
Add new Typeform form entries to Salesforce as leadsPremiumCreate Salesforce contacts from new Typeform form entries
Create Salesforce contacts from new Typeform form entriesPremiumCreate custom objects in Salesforce from new Typeform entries
Create custom objects in Salesforce from new Typeform entriesPremiumUpdate Salesforce opportunities and Google Sheets rows from new Typeform responses
Update Salesforce opportunities and Google Sheets rows from new Typeform responsesPremium
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Do Even More with Salesforce + Typeform
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Salesforce + Typeform workflows do more for them.
Zapier users love adding Google Sheets to their workflows
Update Salesforce opportunities and Google Sheets rows from new Typeform responses
Update Salesforce opportunities and Google Sheets rows from new Typeform responsesPremium
- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Typeform
Triggers when a form is submitted.
Instant
Trigger
- Typeform
Creates a new empty form.
Scheduled
Action
- Typeform
Duplicates an existing form
Scheduled
Action
- Typeform
Update Dropdown, Multiple Choice or Ranking Question Options
Scheduled
Action
- Typeform
Looks up responses for a given criteria.
Scheduled
Action
How Salesforce + Typeform Integrations Work
- Step 1: Authenticate Salesforce and Typeform.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Typeform Tutorials
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