Integrating Salesforce with Typeform Using Pabbly Connect: A Step-by-Step Guide

Learn how to create leads in Salesforce from Typeform submissions using Pabbly Connect. Follow this detailed 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 leads in Salesforce from Typeform submissions, you will first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect. If you are a new user, click on the ‘Sign Up Free’ button. Existing users can simply click on ‘Sign In’.

Once logged in, you will be directed to the Pabbly dashboard. From here, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the workflow page where you can create your automation to connect Typeform with Salesforce.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button, and you will be prompted to select a workflow builder. Choose the ‘New Workflow Builder Beta’ for a more modern experience.

Next, provide a name for your workflow, such as ‘New Lead from Typeform to Salesforce’. You can also select a folder to save your workflow. Click on ‘Create’ to finalize the setup.

• Click ‘Create Workflow’
• Select ‘New Workflow Builder Beta’
• Name your workflow
• Choose a folder to save the workflow

Once your workflow is created, you will see options to add a trigger, which is essential for starting your automation process.

3. Setting Up the Trigger with Typeform

In this step, you will set Typeform as the trigger application in your Pabbly Connect workflow. Click on ‘Add Trigger’ and search for Typeform. Select it as your trigger app.

Next, choose the event that will initiate your workflow. For this integration, select the ‘New Entry’ event. Click on ‘Connect’ to establish a connection between Pabbly Connect and Typeform. If you don’t have an existing connection, select ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your Typeform account.

• Select Typeform as the trigger app
• Choose ‘New Entry’ as the event
• Connect Typeform to Pabbly Connect

After completing these steps, you will be able to test the connection and ensure that Pabbly Connect is receiving responses from Typeform.

4. Configuring the Action Step in Salesforce

Now that the trigger is set up, it’s time to configure the action step in Salesforce using Pabbly Connect. Click on the Typeform trigger and select ‘Add Action Step’. Search for Salesforce and select it as your action app.

Choose the event ‘Create Lead’ to specify that you want to generate a lead in Salesforce. Just like with Typeform, click ‘Connect’ to set up the connection with your Salesforce account. You will need to log into Salesforce and grant access to Pabbly Connect.

Select Salesforce as the action app Choose ‘Create Lead’ as the action event Connect to your Salesforce account

Once connected, you will need to map the fields from Typeform to Salesforce to ensure that the correct information is transferred when a new lead is created.

5. Mapping Fields and Testing the Integration

The final step in this integration process involves mapping the fields from your Typeform submission to the appropriate fields in Salesforce through Pabbly Connect. This ensures that the data is accurately transferred.

Map the fields such as first name, last name, email, and company name from the Typeform response to the corresponding fields in Salesforce. After mapping the fields, click on ‘Save and Send Test Request’ to test the entire workflow.

Map first name to Salesforce Map last name accordingly Map email and company name

Once the test request is sent, navigate to your Salesforce dashboard to verify that the lead has been created successfully. You should see the new lead appear with the details you submitted through Typeform.

Conclusion

By following this guide, you have successfully integrated Salesforce with Typeform using Pabbly Connect. This automation allows you to create leads in Salesforce automatically whenever a new Typeform submission is received, streamlining your workflow and enhancing productivity.

Utilizing Pabbly Connect not only simplifies the integration process but also ensures that your data flows seamlessly between applications. Start automating your workflows today with Pabbly Connect!