Integrate Typeform and Salesforce Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Typeform and Salesforce using Pabbly Connect. Follow our detailed tutorial for instant lead creation from new Typeform entries. 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 integrate Typeform and Salesforce, you first need to access Pabbly Connect. Start by typing ‘Pabbly.com’ in your browser and pressing enter. Once on the website, hover over the products section and select the option labeled Connect.

After clicking on Connect, sign in to your account. If you don’t have an account, you can create one for free in just a couple of minutes. Pabbly Connect allows you to try out the integration for free by cloning a workflow template available in the description box.

2. Creating Your Workflow in Pabbly Connect

Once logged into Pabbly Connect, scroll down to find the Connect option and click on Access Now. At the top right corner, you will see a button labeled Create Workflow. Click this to open a dialog box asking for a workflow name. You can name it ‘Typeform to Salesforce’ and then click on Create.

• Select Typeform as the app in the trigger window.
• Choose the trigger event as New Entry.
• Connect with Typeform by authorizing access.

After connecting, you will be prompted to select the form you want to use. Choose the relevant Typeform and then click on Save and Send Test Request. This step ensures that Pabbly Connect is ready to capture new entries from Typeform.

3. Capturing Data from Typeform

With your Typeform connected, it’s time to capture data. Click on Capture Webhook Response in Pabbly Connect. This will allow Pabbly Connect to wait for data entries made in Typeform. You can now create a sample entry in your Typeform to test the integration.

For example, fill out the form with details like:

• Company Name: Microsoft
• First Name: Steve
• Last Name: Jobs
• Email: [email protected]

Once submitted, Pabbly Connect should capture this data, confirming that the integration is functioning correctly.

4. Creating a Lead in Salesforce

After capturing the data from Typeform, the next step is to create a lead in Salesforce using Pabbly Connect. Click on the plus button to add a new action step and select Salesforce as the app. In the action event, choose Create a Lead.

Connect with Salesforce by authorizing Pabbly Connect to access your Salesforce account. Once connected, you will see fields to map data from Typeform to Salesforce. Use the mapping feature to input details such as First Name, Last Name, Company, and Email from the captured Typeform data.

After mapping all necessary fields, click on Save and Send Test Request. This action will send the lead data to Salesforce. Check your Salesforce account to confirm that the lead has been created successfully, showing that Pabbly Connect has effectively facilitated the integration.

5. Testing the Integration

To ensure everything is working as expected, test the integration by submitting another entry in your Typeform. Repeat the previous steps to fill out the form and submit the data. After submission, check Pabbly Connect to see if it captures the new entry.

Then, verify in Salesforce if a new lead has been created. If you see the new lead with the correct details, it confirms that Pabbly Connect is successfully integrating Typeform with Salesforce.

This integration allows you to automate the lead generation process, ensuring that every new entry in Typeform translates into a lead in Salesforce without manual intervention. With Pabbly Connect, you can streamline your workflow efficiently.

Conclusion

This tutorial demonstrated how to integrate Typeform and Salesforce using Pabbly Connect. By following these steps, you can automate lead creation from new Typeform entries, enhancing your workflow efficiency.