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Automatically Add Form Leads to CRM

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Salesforce with Typeform using Pabbly Connect, first visit pabbl.com/connect. If you’re a new user, you can sign up for free and get 100 tasks monthly to explore the platform.

Once you are signed up, log in to your Pabbly Connect account. The dashboard will guide you to the workflow builder, where you can create your automation. Remember, Pabbly Connect is essential for linking these applications seamlessly.

2. Setting Up Trigger with Typeform

Begin your automation by adding a trigger in Pabbly Connect. Click on the “Add Trigger” button and select Typeform as your application. Choose “New Entry” as the event to trigger your workflow.

Select “Typeform” as the trigger application.
Choose “New Entry” as the event.
Connect your Typeform account to Pabbly Connect.

After connecting, select the specific form you want to use for the integration. Ensure the response format is set to advanced and click “Save and Send Test Request” to capture a test entry.

3. Submitting Typeform for Testing

To test the setup, submit a form entry in Typeform. For example, fill in the first name as “Jane” and the last name as “User”. Provide an email and phone number, then submit the form.

Once submitted, return to Pabbly Connect to check if the response is captured. This step is crucial as it confirms that the integration is working correctly.

After successful submission, you will see the captured data in your workflow. This automation allows you to see real-time data flow from Typeform to Salesforce.

4. Creating a Contact in Salesforce

Next, add a new action step in Pabbly Connect to create a contact in Salesforce. Select Salesforce as the action application and choose “Create Contact” as the event.

Connect your Salesforce account to Pabbly Connect.
Map the necessary fields from Typeform to Salesforce.
Ensure to save and send a test request to verify the action.

Mapping fields is essential for ensuring that data flows accurately from Typeform to Salesforce. After mapping, click on “Save and Send Test Request” to finalize the contact creation.

5. Verifying the Integration in Salesforce

After successfully creating a contact in Salesforce, refresh your Salesforce dashboard to verify that the new contact has been added. This step confirms that the integration via Pabbly Connect is successful.

You should see the new contact with the details you submitted from Typeform. This automation eliminates manual data entry, making the process efficient and seamless.

By using Pabbly Connect, you have automated the flow of data from Typeform to Salesforce, ensuring that your contact list is always up-to-date without any extra effort.

Conclusion

In this tutorial, we demonstrated how to integrate Salesforce with Typeform using Pabbly Connect. By following these steps, you can automate your data entry process and enhance efficiency in managing your contact list.