How to Create Salesforce Contacts from Typeform Responses Using Pabbly Connect

Learn how to integrate Salesforce with Typeform using Pabbly Connect to automate contact creation from form responses. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Salesforce contacts from Typeform responses, you first need to access Pabbly Connect. Begin by opening a new browser tab and navigating to the Pabbly Connect landing page by typing Pabbly.com/connect.

Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on the sign up for free button to get started with 100 free tasks monthly. Existing users should click sign in to access their accounts and utilize Pabbly Connect for automation.

2. Creating a Workflow in Pabbly Connect

After signing in, the next step is to create a workflow in Pabbly Connect. Click on the create workflow button to start. You will be prompted to choose between the new and classic workflow builders. For this tutorial, select the classic option for a familiar interface.

• Enter a name for your workflow, such as Create Salesforce Contacts from Typeform Responses.
• Select an existing folder or create a new one for your workflow.
• Click on the create button to finalize your workflow setup.

Once the workflow is created, you will land on the workflow window where you can set up triggers and actions using Pabbly Connect. This is where the automation process begins.

3. Setting Up the Trigger with Typeform

To begin the automation, the first step is to set up the trigger using Typeform in Pabbly Connect. Search for and select Typeform as your trigger application. Choose New Entry as the trigger event, and click on connect.

You will then be given two options: to add a new connection or select an existing one. If you are new, click on add a new connection and then click on connect with Typeform. Accept the permissions requested by Pabbly to complete the connection.

• Select the Typeform you wish to connect.
• Click on save and send test request to test the connection.
• Ensure that the simple response is disabled to avoid errors.

After the test submission, you will see that Pabbly Connect has captured the response successfully, allowing you to use this data in the next steps.

4. Creating a Salesforce Contact from Typeform Responses

With the trigger set, the next step is to create a contact in Salesforce using the data captured from Typeform. In Pabbly Connect, search for and select Salesforce as your action application. Choose Create a Contact as the action event and click on connect.

Similar to the previous connection, you will need to add a new connection to Salesforce. Click on connect with Salesforce and allow the necessary permissions. After connecting, you will need to map the fields from Typeform to Salesforce.

Map the first name, last name, email, phone number, and company name from the Typeform response. For lead source, enter Web and leave other fields blank unless necessary. Click on save and send test request to create the contact.

Upon successful completion, you will receive a confirmation that a new contact has been created in Salesforce, reflecting the details provided in the Typeform response.

5. Testing the Integration for Real-Time Updates

To ensure everything is functioning correctly, it’s essential to test the integration. Open the Typeform you set up earlier and fill it out with new test data. After submitting the form, check your Salesforce account to see if the new contact appears.

If the integration is successful, you will see a new contact created in Salesforce with the details you entered in Typeform. This confirms that Pabbly Connect is working seamlessly to automate the process.

From now on, every time a new entry is submitted via Typeform, a corresponding contact will be created in Salesforce automatically, enhancing your workflow efficiency.

Conclusion

In this tutorial, we explored how to create Salesforce contacts from Typeform responses using Pabbly Connect. By following these steps, you can automate your lead management process effectively. With Pabbly Connect, you can streamline your workflows and save valuable time.