Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin integrating Typeform with Salesforce, you first need to access Pabbly Connect. Visit pabbly.com and sign in to your account. If you are a new user, click on the “Sign Up Free” option to create an account.

Once logged in, navigate to the dashboard where you will find all Pabbly applications. Click on Pabbly Connect to start creating your workflow. This platform is essential for setting up the integration between Typeform and Salesforce.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you will create a new workflow to automate the lead management process. Click on the “Create from Scratch” button. Name your workflow “Send Every Typeform Response Straight to Salesforce” and select the appropriate folder, such as “Forms Automation”.

  • Click the plus icon to create a new workflow.
  • Select a trigger app, which in this case is Typeform.
  • Choose the event as “New Entry”.

This setup will allow Pabbly Connect to trigger actions in Salesforce whenever a new response is submitted in Typeform. It’s crucial to establish this connection correctly to ensure seamless data flow.

3. Connecting Typeform to Pabbly Connect

Now, you will connect Typeform to Pabbly Connect. In the trigger step, select Typeform and click on “Connect”. If you don’t have an existing connection, click on “Add New Connection” and authorize access by logging into your Typeform account.

After successfully connecting, select the specific form you want to use for this integration. For instance, choose your “Registration Form”. Then, click on “Save and Send Test Request” to check if the connection is working properly.

4. Capturing Webhook Response in Pabbly Connect

Once you have submitted a test form entry, Pabbly Connect will capture the webhook response. You should see the details of the new entry, including first name, last name, email, and phone number. This step verifies that your Typeform responses are being received correctly.

To confirm, scroll down to view the captured response details. You will see fields like first name as “New”, last name as “Lead”, and the email as “[email protected]”. This confirms that the integration is functioning correctly.

5. Integrating Salesforce with Pabbly Connect

Next, it’s time to connect Salesforce to Pabbly Connect. In the action step, select Salesforce and choose the event as “Create Contact”. Click on “Connect” to establish the connection. If you haven’t connected Salesforce before, you will need to log in to your account and authorize access.

After connecting, map the fields from Typeform to Salesforce. For example, map the first name to “New”, last name to “Lead”, and email to “[email protected]”. This mapping ensures that the correct data is sent to Salesforce whenever a new Typeform entry is made.

Finally, click on “Save and Send Test Request” to verify that a new contact is created in Salesforce. You can check the Contacts section in Salesforce to see the newly created lead. This integration via Pabbly Connect allows for automatic lead management, ensuring you never lose hot leads again.

Conclusion

Integrating Typeform with Salesforce using Pabbly Connect streamlines your lead management process. By automating the transfer of data, you can focus on nurturing leads rather than losing them. This setup enhances efficiency and ensures you capture every potential client effortlessly.