How to Store Typeform Leads in Your CRM Automatically Using Pabbly Connect

Learn how to automate the storage of Typeform leads in your CRM using Pabbly Connect for efficient follow-up. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Typeform Integration

To automate the process of storing Typeform leads in your CRM, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find all your workflows and folders. To create a new workflow, click on the ‘Create Workflow’ button and select the new workflow builder. Name your workflow as ‘Store Typeform Leads in Your CRM Automatically for Efficient Follow-Up’ and choose a folder to save it in.

2. Setting Up Typeform Trigger in Pabbly Connect

In this section, you’ll set up Typeform as the trigger application in Pabbly Connect. Select Typeform from the trigger application options and choose the event as ‘New Entry’. This setup ensures that every time a new form submission occurs, it will trigger the workflow.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account by allowing necessary permissions.

After connecting, select the specific form you want to track. For example, if you have a contact form, choose it from the dropdown menu. This will ensure that the details collected from this form are sent to your CRM whenever a new submission occurs.

3. Testing the Typeform Connection in Pabbly Connect

Now that you’ve set up the Typeform trigger, it’s time to test the connection. In Pabbly Connect, after selecting the form, click on ‘Save and Send Test Request’. This will change the status to ‘Waiting for Webhook Response’.

To test the connection, open the Typeform contact form and submit a test entry with dummy data. Once submitted, return to your workflow in Pabbly Connect to see if the details have been captured successfully. You should see the response containing the first name, last name, phone number, and email address you entered.

4. Configuring Salesforce Action in Pabbly Connect

Next, you need to set up Salesforce as the action application in Pabbly Connect. Click on ‘Add New Action Step’ and select Salesforce. Set the action event to ‘Create Lead’. This will allow you to create a new lead in your Salesforce CRM whenever a Typeform submission is received.

• Select Salesforce as the action application.
• Choose ‘Create Lead’ as the action event.
• Connect your Salesforce account by allowing necessary permissions.

After connecting, map the fields from the Typeform response to the Salesforce lead fields. For instance, map the first name, last name, phone number, and email address accordingly. This ensures that every new lead created in Salesforce reflects the details captured from the Typeform submission.

5. Finalizing Your Integration Workflow with Pabbly Connect

Finally, execute the workflow by clicking on ‘Save and Send Test Request’. Once the test is successful, you can check your Salesforce account to confirm that the new lead has been created. You should see the lead details, including the name and contact information you submitted via Typeform.

This integration using Pabbly Connect allows you to automate the storage of Typeform leads in your CRM, ensuring efficient follow-up without manual intervention. With this setup, every new submission on your Typeform will automatically create a lead in Salesforce, streamlining your lead management process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of storing Typeform leads in your CRM. By setting up triggers and actions between Typeform and Salesforce, you can efficiently manage leads without manual effort. This automation not only saves time but also enhances your follow-up process.