Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the official website by typing pabby.com in your browser. This platform is essential for integrating Typeform and Salesforce effectively.

Once on the website, you can sign in if you already have an account. If you’re new, click on the “Sign up for free” option to get started with 100 free tasks monthly. This allows you to explore the features of Pabbly Connect before committing to a paid plan.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard where you can manage your workflows. Click on the “Create Workflow” button to start a new automation process.

  • Select the “New Beta” option for a modern workflow experience.
  • Name your workflow, such as “Automatically Capture Typeform Leads in Salesforce CRM”.
  • Choose a folder for organization, like “Forms Automation”.

Once you create your workflow, you will be prompted to set up the trigger application. This is where Pabbly Connect shines by allowing you to connect Typeform and Salesforce seamlessly.

3. Setting Up Typeform as the Trigger Application

In the workflow setup, select Typeform as the trigger application. This means that every time a new form submission occurs, it will trigger the workflow.

Choose the “New Entry” trigger event and click on “Connect”. If you don’t have an existing connection, select “Add New Connection” to link your Typeform account to Pabbly Connect.

  • Log in to your Typeform account and grant necessary permissions.
  • Select the specific form you want to use for capturing leads.
  • Click on “Save and Send Test Request” to check the connection.

After performing these steps, you will be ready to capture responses from Typeform directly into Pabbly Connect.

4. Configuring Salesforce as the Action Application

Next, you need to set Salesforce as the action application. This means every new lead captured from Typeform will automatically be added to your Salesforce CRM.

In this step, select “Create Lead” as the action event and connect to your Salesforce account. Similar to Typeform, if you do not have an existing connection, click on “Add New Connection” to establish a link.

  • Log in to your Salesforce account and authorize the connection.
  • Map the fields from Typeform responses to Salesforce fields to ensure data is captured correctly.
  • Click on “Save and Send Test Request” to confirm the setup.

After completing this, Pabbly Connect will ensure that every new Typeform submission creates a corresponding lead in Salesforce automatically.

5. Testing the Integration Between Typeform and Salesforce

To finalize your setup, conduct a test submission in Typeform to ensure the integration works smoothly. Open the Typeform link and fill in the details for a new lead.

Once you submit the form, return to Pabbly Connect to check if the response has been captured successfully. You should see the lead details reflected in the workflow response.

Finally, log in to your Salesforce account and verify that the new lead has been created with the correct information. This confirms that the integration between Typeform and Salesforce via Pabbly Connect is functioning perfectly.

Conclusion

In this tutorial, we explored how to automate the lead capture process from Typeform to Salesforce using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that no lead is missed.

Utilizing Pabbly Connect not only saves time but also enhances your data management efficiency, making it a valuable tool for your business.