Integrate Salesforce with Typeform

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Typeform

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Typeform

Typeform is a flexible data collecting tool that makes asking and answering questions simple and enjoyable, whether it's through forms, quizzes, surveys, or something altogether different.

Want to explore Salesforce + Typeform quick connects for faster integration? Here’s our list of the best Salesforce + Typeform quick connects.

Explore quick connects

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Connect Salesforce + Typeform in easier way

It's easy to connect Salesforce + Typeform without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Entry

    Triggers when a form is submitted.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Salesforce & Typeform Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Typeform as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Typeform.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Typeform

Salesforce?

Salesforce is a cloud computing company that provides CRM (Customer Relationship Management), and analytics. It is used by more than 100,000 companies in 190 countries. The company was founded in 1999 by former Oracle executive Marc Benioff and Parker Harris. Initially, Salesforce was developed to manage sales teams, but it has evpved into a platform that helps companies manage their customers and sales across all industries.

Typeform?

Typeform is a web-based form builder. It allows people to create ppls, quizzes, surveys, and forms without having to code. Typeform can be used for free or with the additional features of Typeform Pro. The Pro version offers more customization options, integrations with other apps, and support for larger amounts of data.

Integration of Salesforce and Typeform

There are multiple ways that Salesforce and Typeform can be integrated. One way is through the use of Salesforce triggers. Triggers can be set up to send data between Salesforce and Typeform automatically. For example, a trigger could be set up so that as soon as new user data is entered into Salesforce, it would automatically be sent to Typeform for storage. Another way that Salesforce and Typeform can be integrated is through the use of Workflows. When workflows are used to integrate these two tops, Salesforce triggers can be used to tell Typeform what to do when certain information is entered into the system. For example, a workflow could be created so that when a contact’s name changes in Salesforce, it will update in Typeform as well. This way there is no need to manually enter the information into Typeform or export it from Salesforce. A third way that Salesforce and Typeform can be integrated is by creating an application on the Force.com platform. In this scenario, integrations between the two platforms are built into the app. After this process has been completed, no coding needs to be done. The app can then be sent directly to the users who will use it.

Benefits of Integration of Salesforce and Typeform

The benefits of integrating Salesforce and Typeform include:

Users will have access to all data about their contacts in one place. There will be no need to look through multiple spreadsheets or data files to get all of the information about a contact. This also cuts down on time because users will not have to search for information about a contact. Users will be able to stay organized because they will have access to all of their contacts’ information in one place. There will be no need to keep an abundance of spreadsheets to store contacts’ information in different places. Users will be able to quickly find information about a contact instead of having to search through multiple files or spreadsheets to find what they need. This also saves time because users will not have to search through multiple files to find what they need. Users will have access to information about their contacts that might not be stored in Salesforce or Typeform. This could come in handy if users need additional information about their contacts that might not be stored anywhere else. For instance, if a user needs to know where a contact works but only has the contact’s email address and phone number stored in Salesforce, integration between the two systems would allow them to find out where the contact works without having to request more information from them. This also saves time because users will not have to reach out to the contact multiple times for additional information that might already exist in another system.

In conclusion, there are multiple ways that Salesforce and Typeform can be integrated together. Many of these integrations are beneficial as they help users organize their data better and make it easier for them to find it when they need it most.

The process to integrate Salesforce and Typeform may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm