Typeform is a form builder software whereas Salesforce is a customer relationship management solution. And sometimes we want to automatically generate leads in our Salesforce account utilising the form entries.
This is possible by integrating Typeform with Salesforce using the service Pabbly Connect. This way, the service will save your time from manually doing any task by automating it based on various triggers & actions.
To do this, we’ll be adding a trigger on the Typeform entries & its respective action for creating a lead on Salesforce.
Furthermore, Pabbly Connect also allows you to use multiple advanced features like making multi-step calls, integration with limitless premium apps etc. Moreover, it also helps using routers, filters, formatters & instant triggers to design unlimited workflows.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Pabbly Connect allows designing task automation within just a minute interval. You can even access all the premium features without any restriction even in the free plan.
Now, let’s follow the step by step procedure to integrate Typeform and Salesforce to automatically add the newly added form entries as leads.
Step 1: Sign up to Pabbly Connect
First, visit the Pabbly Connect website & there click the ‘Sign-Up Free‘ button. On the registration page signup using your existing Gmail account or manually fill the form details to get into the system.
Step 2: Access Pabbly Connect
After signing up successfully, hit the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.
Step 3: Workflow for Typeform with Salesforce Integration
(a) Start with a New Workflow
Start with creating a workflow to auto-create Salesforce leads on every new form entry on Typeform & to do this push the ‘Create New Workflow’ button first.
(b) Name the Workflow
Now, name the workflow as per your need (for instance: Typeform to Salesforce etc) and push the ‘Create’ button available here.
Step 4: Setting Trigger for Typeform – Salesforce Integration
To automatically add newly added Typeform entries on Salesforce, you’ll need to set-up a trigger on the new Typeform entries and its respective action to create a lead on Salesforce using Pabbly Connect.
(a) Select Application you want to integrate
When you push the create button to generate the workflow, a trigger window will open next.
You’ll need to select the ‘Typeform’ option from the ‘Choose App’ field drop-down options.
(b) Select Method & Copy Webhook URL
Select the method in here to be ‘New Entry’ & then click on the ‘Connect with Typeform’ button.
Step 5: Connecting Typeform to Pabbly Connect
(a) Authorize Typeform Account
Next, a window will slide in from the right, hit the ‘Connect with Typeform’ button’ there. And also authorize your Typeform account by allowing the access.
(b) Send Test Request for Trigger Connection
Once you authorize your Typeform account, the system will automatically populate all the form within it.
Select the form that you have created for this purpose.
Lastly. hit the ‘Save & Send Test Request’ button.
(c) Connection Request Response
Watch the connection result in the response.
Step 6: Test the Trigger Response in Pabbly Connect Dashboard
As we can see we are done setting up the trigger to gather the data of a newly submitted Typeform entry. So, let’s just test the trigger by making a form entry on Typeform.
(a) Capture Webhook Response
To test a trigger, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.
(b) Fill the Connected Typeform
Go to your created form for this purpose and fill in all the fields that are required in the multi-step Typeform.
Complete the form filling by submitting it.
(c) Trigger Response
Check the trigger response, you can check all the form feeds.
Step 7: Setting Action for Typeform – Salesforce Integration
Up to this point, we’ve gathered all the necessary data from Typeform to create a lead on Salesforce. So, let’s proceed to the very last step of setting an action on Salesforce to create a lead.
(a) Select Application you want to integrate
Click the plus button next to your Typeform trigger window.
And then select the ‘Salesforce’ app to integrate from the ‘Choose App’ field.
(b) Connect with Salesforce
Select the method in here as ‘Create Lead’ and hit the ‘Connect with Salesforce’ button.
(c) Authorize Salesforce Account
Again, to authorize the Salesforce account a window will slide in from the right. Click the ‘Connect with Salesforce’ button there and allow your Salesforce account to connect with Pabbly Connect.
(d) Map the Fields
Map the ‘Last Name’ from the Typeform trigger response.
To map a value, place your cursor in the field.
Then, click the menu button (or three horizontal lines) next to that particular field.
Lastly, click-select the value that you want to map with the respective field.
(e) Map All Required Fields
Map all the other required values from the trigger response too.
(f) Send Test Request for Action
Lastly, push the ‘Save & Send Request’ button.
Step 8: Check the Action’s Response
Check the action response for the lead’s entry on Salesforce for the Typeform form.
(a) Check the Action API’s Response
You can check the response of your API in the action window. If everything is good, the response will start showing the success values as 1. On the other hand, if there is some error then the response will show the error details.
(b) Check the Lead’s Entry on Salesforce
Also, you can check the entry of a new lead in your connected Salesforce account.
Step 9: Save the Workflow
Lastly, save the gathered API response and Webhook manually for the smooth working more further.
(a) Save the Wave Action API’s Response
Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.
(b) Save the Workflow
As we can see the workflow is working as expected. So, simply save the webhook by clicking the save button in the trigger window.
Wind-Up
Well, this is all about ‘How to create leads in Salesforce for new Typeform entries’. Consequently, after completing the step by step procedure, you will end up creating leads on Salesforce from the Typeform entries automatically. Also, you won’t even need any coding knowledge to follow the steps.
You can also try Pabbly Connect for FREE.
Do comment us, for more quesries.
