Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between applications like Typeform and Salesforce CRM. Start by visiting the Pabbly website by typing pabby.com in your browser.

Once on the site, you can either sign in if you are an existing user or sign up for free. New users receive 100 free tasks monthly, which is a great way to test the platform. After signing in, navigate to the Pabbly Connect dashboard to create your workflows.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow that automatically pushes Typeform leads into Salesforce CRM using Pabbly Connect. Click on the ‘Create from Scratch’ option to start a new workflow. Name your workflow ‘Automatically Push Typeform Leads into Salesforce CRM’.

  • Select a folder for organization, such as ‘Forms Automation’.
  • Click on ‘Create’ to finalize your new workflow.

After creating the workflow, you will be prompted to set a trigger application. A trigger is an event that starts the automation process. In this case, select Typeform as your trigger application.

3. Setting Up Typeform as the Trigger Application

To set Typeform as your trigger, select the event ‘New Entry’ in Pabbly Connect. This means that every time a new form submission occurs, it will trigger the workflow. Click on ‘Connect’ to link your Typeform account.

If you have an existing connection, you can simply save it. Otherwise, click on ‘Add New Connection’ and log into your Typeform account. Grant the necessary permissions to allow Pabbly Connect to access your Typeform data.

  • Choose the specific form you want to integrate from the dropdown list.
  • Click on ‘Save and Send Test Request’ to capture the webhook response.

After submitting a test response through your Typeform, check Pabbly Connect to ensure the details are captured correctly. This confirms that your trigger setup is functioning as expected.

4. Setting Up Salesforce as the Action Application

Now that your Typeform trigger is set, the next step is to configure Salesforce as the action application in Pabbly Connect. Select Salesforce and choose the action event ‘Create Contact’. This will add new leads to your Salesforce CRM automatically.

Click on ‘Connect’ to establish a connection with your Salesforce account. If you already have a connection, you can save it. Otherwise, log into your Salesforce account and allow Pabbly Connect to access your data.

  • Map the fields from Typeform to Salesforce to ensure data flows correctly.
  • Ensure that you do not enter data manually; instead, use mapping to keep the fields dynamic.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the integration works. Check your Salesforce account to confirm that the new contact has been created successfully.

5. Finalizing Your Integration Process

With the integration now set up, you can finalize the process in Pabbly Connect. Review all the mappings and settings to ensure everything is correct. This step is crucial for maintaining data integrity.

Once you are satisfied with the setup, you can activate the workflow. This means that every time a new lead is submitted through Typeform, it will be automatically pushed to Salesforce CRM without any manual intervention.

Congratulations! You have successfully integrated Typeform with Salesforce using Pabbly Connect. This automation will help streamline your lead management process and improve efficiency.

Conclusion

In this tutorial, we demonstrated how to automatically push Typeform leads into Salesforce CRM using Pabbly Connect. By following these steps, you can enhance your lead management process and save valuable time.