How to Create Salesforce Contacts from Typeform Submissions Using Pabbly Connect

Learn how to automate the creation of Salesforce contacts from Typeform submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Salesforce contacts from Typeform submissions, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect. This platform is essential for automating the integration between Typeform and Salesforce.

Once on the homepage, you have the option to sign in or sign up for a free account. If you are a new user, click on ‘Sign Up Free’ to get started with 100 free tasks each month. Existing users can simply sign in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will see the dashboard with various Pabbly applications. Click on the Pabbly Connect option to begin creating a new workflow. This workflow will automate the process of creating contacts in Salesforce from Typeform submissions.

• Click on the ‘Create Workflow’ button located at the top right corner.
• Choose the ‘New Beta’ option for a modern workflow experience.
• Name your workflow as ‘Create Salesforce Contacts from Typeform Submissions’.

Once you have named your workflow, select a folder to save it. For this integration, you can use an existing folder or create a new one. After setting this up, click on the ‘Create’ button to proceed.

3. Setting Up Trigger for Typeform Submissions

The next step involves setting up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button to start this process. Choose Typeform as your trigger application and select the event as ‘New Entry’. This will initiate the automation when a new form submission is received.

To connect your Typeform account, click on ‘Connect’, and if you are not already logged in, provide your Typeform credentials. Once connected, select the specific form you want to use for this integration. After selecting the form, click on ‘Save and Send Test Request’ to ensure the connection works properly.

4. Adding Action Step to Create Salesforce Contacts

Now that the trigger is set up, it’s time to add an action step in Pabbly Connect. Select Salesforce as the action application and choose ‘Create Contact’ as the event. This action will automatically create a new contact in Salesforce whenever a new Typeform submission is received.

• Click on ‘Connect’ to establish a connection with your Salesforce account.
• Log in to your Salesforce account if prompted, to complete the connection process.
• Map the fields from your Typeform submission to the corresponding fields in Salesforce.

After mapping all required fields such as first name, last name, email, and phone number, click on ‘Save and Send Test Request’. This will create a new contact in Salesforce based on the submitted form data.

5. Testing the Integration

To ensure everything is working correctly, you should test the integration set up in Pabbly Connect. Go back to your Typeform and submit a new test entry with dummy data. Once the submission is made, check your Salesforce account to verify that the contact has been created successfully.

Refresh your Salesforce account, and you should see the newly created contact reflecting the details from your Typeform submission. This confirms that the automation process is functioning as intended, successfully linking Typeform submissions to Salesforce contacts.

Conclusion

In this tutorial, we have explored how to create Salesforce contacts from Typeform submissions using Pabbly Connect. By following the steps outlined, you can automate the process of managing leads effectively. Pabbly Connect serves as the central integration platform that simplifies this workflow, ensuring seamless data transfer between Typeform and Salesforce.