How to Create Salesforce Record on Typeform Submission Using Pabbly Connect

Learn how to create Salesforce records automatically on Typeform submissions using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Salesforce records on Typeform submission, the first step is accessing Pabbly Connect. Open your browser and search for Pabbly Connect, which is the automation platform that allows seamless integration between different applications.

On the Pabbly Connect landing page, you will encounter two options: ‘Sign In’ and ‘Sign Up for Free’. If you are a new user, click on ‘Sign Up for Free’ to receive 100 free tasks per month. Existing users can simply click ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button to start building your automation. You will be prompted to name your workflow and select a folder to save it in. For example, name your workflow ‘How to Create Salesforce Record on Typeform Submission’ and choose the folder ‘Automations’.

• Click on ‘Create’ to open the workflow window.
• This window is crucial as it contains the trigger and action setup.

In this window, you will set up your trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be Typeform, and the action will be Salesforce.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, search for and select ‘Typeform’ as your trigger application in Pabbly Connect. After selecting Typeform, choose the trigger event as ‘New Entry’. This means that every time a new form is submitted, it will trigger the workflow.

Next, click on ‘Connect’. If you have previously connected your Typeform account, you can select the existing connection. Otherwise, click on ‘Add New Connection’ to connect your Typeform account. You will need to grant the necessary permissions for Pabbly Connect to access your Typeform data.

• After granting permissions, select the specific form you want to use for this integration.
• For this tutorial, select the ‘Registration Form’ from your Typeform account.

Once selected, click on ‘Save and Send Test Request’ to ensure that your Typeform is correctly connected and the trigger is functioning as expected.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action. Search for and select ‘Salesforce’ as your action application in Pabbly Connect. Choose the action event as ‘Create Record’. This action will create a new record in Salesforce every time a form submission occurs.

Click on ‘Connect’ again. Similar to the Typeform connection, if you have already connected your Salesforce account, select the existing connection. If not, click on ‘Add New Connection’ and grant the required permissions for Pabbly Connect to access your Salesforce account.

After connecting, you will be prompted to select the Salesforce object. Choose ‘Lead’ for this integration. Map the necessary fields such as first name, last name, company name, and phone number from the Typeform submission to the corresponding fields in Salesforce.

Once all required fields are mapped, click on ‘Save and Send Test Request’ to create a new lead in Salesforce. Verify that the lead has been successfully created in your Salesforce account.

5. Testing and Verifying the Integration

To ensure that the integration between Typeform and Salesforce via Pabbly Connect works flawlessly, perform a test submission on your Typeform. Enter sample data such as a first name, last name, company name, and phone number, then submit the form.

After submitting the form, check your Pabbly Connect workflow to confirm that the response has been captured. If the trigger step is successful, you should see the details of your submission reflected in the Pabbly Connect interface.

Open your Salesforce account and navigate to the Leads section. Verify that a new lead has been created with the information you submitted through Typeform.

If everything is set up correctly, you will see the new lead in Salesforce, confirming that your workflow is functioning as intended. Repeat this process to ensure reliability and accuracy in your integration.

Conclusion

In this tutorial, we have demonstrated how to create Salesforce records automatically on Typeform submissions using Pabbly Connect. By following these detailed steps, you can streamline your data entry processes and enhance your workflow efficiency.

Utilizing Pabbly Connect for this integration ensures that every new form submission is accurately reflected in your Salesforce account, saving you time and reducing manual errors.