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Automatically Create Salesforce Contacts from Typeform Submissions

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Typeform with Salesforce CRM, start by accessing Pabbly Connect. Go to the Pabbly Connect dashboard by typing its URL in your browser. If you’re a new user, click on “Sign Up Free” to create an account. Existing users can click on “Sign In” to access their accounts.

After logging in, you’ll see the option to create a new workflow. If you’re new, you can explore the platform with 100 free tasks every month. This allows you to test and create automations without any cost.

2. Creating a Workflow in Pabbly Connect

To set up the automation, click on “Create Workflow” in Pabbly Connect. You will use the Quick Builder, which simplifies the process. Provide a prompt like “Integrate Typeform with Salesforce” to initiate the setup.

Select “Typeform” as the trigger application.
Choose “New Entry” as the trigger event.
Select “Salesforce” as the action application.
Choose “Create Contact” as the action event.

After selecting these options, click on “Approve” to proceed to the workflow page. Here, both applications will be integrated, allowing for seamless data transfer.

3. Connecting Typeform to Pabbly Connect

On the workflow page, you need to connect Typeform to Pabbly Connect. Click on “Add New Connection” to establish this link. You will be prompted to allow access; simply click “Accept” to proceed.

Once connected, you can select the Typeform that you will be using for lead generation. Make sure to choose the correct form, such as “My Enquiry Form.” This is crucial for receiving accurate lead data.

4. Mapping Data to Salesforce CRM

After receiving leads from Typeform, it’s time to map the data to Salesforce CRM using Pabbly Connect. Click on “Connect with Salesforce” and allow access. This will enable data transfer between the two applications.

Mapping is essential as it allows you to dynamically insert data from Typeform into Salesforce. You will map fields like first name, last name, email, and phone number by selecting the data from the Typeform response. This ensures that every new entry is accurately captured in Salesforce.

Select the field for first name and map it to the corresponding Typeform response.
Repeat the process for last name, email, and phone number.

Once all fields are mapped, click on “Save and Send Test Request” to verify the integration. You should see a positive response indicating that the contact has been created successfully in Salesforce.

5. Verifying the Integration in Salesforce

To confirm that the integration works, navigate to your Salesforce account and refresh the contacts page. You should see the new contact with the details you entered in Typeform. This confirms that Pabbly Connect has successfully automated the lead entry process.

This automation eliminates the need for manual data entry, saving time and reducing errors. As soon as a user submits a Typeform, their details are automatically added to Salesforce CRM, enhancing your workflow efficiency.

Conclusion

In this tutorial, we demonstrated how to integrate Typeform with Salesforce CRM using Pabbly Connect. This automation streamlines lead management, allowing for efficient data handling and improved productivity. Start using Pabbly Connect today to automate your workflows seamlessly.