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How to Update Leads in Salesforce & Send Thank-You Emails from Typeform Leads

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start the integration, you need to access Pabbly Connect by signing into your Pabbly account. This platform is essential for automating the workflow between Typeform, Salesforce, and Gmail.

Once logged in, navigate to the workflow page and create a new workflow. This is where you will set up the trigger and actions for your integration. The trigger will be a new form submission from Typeform, and actions will include updating Salesforce and sending emails through Gmail.

2. Connecting Typeform to Pabbly Connect

In this section, you will connect Typeform as the trigger application in Pabbly Connect. Select Typeform from the trigger application options and choose the event “New Entry”.

Click on “Connect” to create a new connection.
If prompted, authorize the connection with your Typeform account.
Select the registration form that you want to use for capturing leads.

After setting this up, perform a test submission to capture the webhook response. This allows Pabbly Connect to receive the lead details from Typeform, ensuring that your integration is working correctly.

3. Updating Leads in Salesforce

Next, you will configure the action to update leads in Salesforce through Pabbly Connect. Select Salesforce as the action application and choose the event “Create Contact”.

Connect to your Salesforce account by authorizing Pabbly Connect. After connecting, map the fields from the Typeform submission to the corresponding fields in Salesforce. This ensures that every new lead is accurately recorded in your CRM.

Map the first name, last name, email, and phone number fields.
Select the lead source as “Web” if applicable.

Once you have mapped the fields, click “Save and Send Request”. The response will confirm that the contact has been created successfully in Salesforce.

4. Sending Thank-You Emails via Gmail

Finally, you will set up the action to send thank-you emails using Gmail through Pabbly Connect. Choose Gmail as the action application and select “Send Email” as the event.

Connect your Gmail account by signing in and authorizing Pabbly Connect. Input the sender name and email, and map the recipient’s email from the Typeform submission.

Set the email subject to something like “Welcome to Pabi”.
Craft a personalized message using the lead’s name.

After entering all the required details, hit “Save and Send Request”. You will receive a confirmation that the email has been sent successfully, completing the workflow.

5. Conclusion

By following these steps, you can effectively use Pabbly Connect to automate lead updates in Salesforce and send personalized thank-you emails from Typeform submissions. This integration streamlines your workflow, enhances customer trust, and saves valuable time.

Utilizing Pabbly Connect allows you to focus on growing your business while ensuring that every lead is promptly followed up with personalized communication.