Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Typeform with Salesforce, you first need to access Pabbly Connect. Open your browser and type pabbly.com to reach the landing page. Here, you can sign in if you already have an account or sign up for free to explore its features.
Once logged in, you will see all Pabbly applications. Click on Pabbly Connect to enter the app dashboard. This dashboard allows you to manage your workflows effectively, setting the stage for your integration task.
2. Creating a New Workflow in Pabbly Connect
In the Pabbly Connect dashboard, you can create a new workflow. Click on the plus icon to create a new folder for organization. Name your workflow “Connect Typeform to Salesforce” and select a folder to store it in.
- Click on “Create” to set up your workflow.
- Choose Typeform as your trigger application.
- Select “New Entry” as the trigger event.
After setting the trigger, click on “Connect” to establish a connection with Typeform. If you don’t have an existing connection, click on “Add New Connection” and log into your Typeform account to authorize.
3. Capturing Form Submissions from Typeform
Now that you have connected Typeform, you need to select the form you want to capture submissions from. Choose the appropriate form and hit “Save and Send Test Request”. This action prepares your workflow to listen for new submissions.
To test the connection, you need to submit a dummy entry through your Typeform. Open the form link in a new tab and fill in the fields with example data, such as:
- First Name: Good
- Last Name: Lead
- Email: [email protected]
Upon submission, return to Pabbly Connect and check if the webhook response captures the details correctly. This confirms that your integration is functioning as expected.
4. Adding Salesforce Action in Pabbly Connect
Next, you will add an action step to your workflow. Click on “Add New Action Step” and search for Salesforce. Choose “Create Contact” as the action event.
Click on “Connect” to link Salesforce with Pabbly Connect. If you don’t have an existing connection, select “Add New Connection” and log into your Salesforce account to grant permissions.
After connecting, you will need to map the fields from Typeform to Salesforce. This ensures that every new submission updates the Salesforce contact with the latest information. Fields like First Name, Last Name, and Email should be mapped accordingly.
5. Verifying the Integration Between Typeform and Salesforce
After mapping the necessary fields, hit “Save and Send Test Request” to finalize the integration. Check your Salesforce account to verify that the new contact has been created successfully with the details provided in your Typeform submission.
You can review the contact details in Salesforce to ensure everything is correctly captured. If the details match what you submitted in Typeform, your integration using Pabbly Connect is complete and functioning well.
This integration automates the process of adding new leads from Typeform to Salesforce, saving you time and effort in managing your leads.
Conclusion
By following this tutorial, you have successfully integrated Typeform with Salesforce using Pabbly Connect. Automating your lead management not only streamlines your workflow but also enhances productivity.
