Salesforce + Typeform Integration

Integrate Salesforce to Typeform in one click, or tell Integrately AI how you want each submission handled. Turn form entries into CRM leads, notify your sales team, update your records, and trigger instant follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • Typeform
    Form is submitted in Typeform Instant
  • Typeform
    Form is created in Typeform
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Ready Workflows Ready Workflows for Salesforce + Typeform Integration

Capture form submissions, create leads, update customer records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + Typeform flow

Push form data to your CRM, notify your team on messaging apps, and keep all your records updated across platforms. Pick a combination and activate it in one click.

Salesforce
Typeform
+
HubspotHubspot (3)
+
MailchimpMailchimp (2)
+
SlackSlack (2)
+
GmailGmail (2)
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Google SheetsGoogle Sheets (2)
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CalendlyCalendly (2)
T
S
H
When a Typeform form is submitted, create a lead in Salesforce and create a contact in HubSpot.
Every new Typeform submission instantly creates a lead in Salesforce and a contact in HubSpot without manual data entry.
S
T
H
When a lead is created in Salesforce, search the form in Typeform and create a deal in HubSpot.
New Salesforce leads trigger a form lookup in Typeform and immediately open a deal in HubSpot.
T
S
H
Use ChatGPT to summarise every new Typeform submission, create a record in Salesforce, and add a note in HubSpot.
ChatGPT analyses your Typeform submission, writes a Salesforce record, and logs a note in HubSpot.

Supported triggers and actions for Salesforce and Typeform

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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Typeform
Typeform Triggers & Actions
Instant
Form is submitted in Typeform
Triggers the automation when a form is filled
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Form is created in Typeform
Triggers the automation when a new form is created
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Search form in Typeform
Searches for a form
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Create an empty form in Typeform
Creates a new empty form
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Search response in Typeform
Searches for a response
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Get form by id in Typeform
Retrieves a form by its id
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Duplicate form in Typeform
Creates a copy of the existing form
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What can you automate with Salesforce + Typeform?

Streamline your customer intake and data management by connecting form submissions directly to your CRM records.

What you can automate?
Create Salesforce leads from Typeform submissions automatically
Turn every new form response into a structured lead in Salesforce the moment it is submitted. No manual copying, no delayed entry.
📋
Capture every submitted field in your CRM records
Map all form fields from Typeform directly into custom Salesforce objects instead of just basic contact info. Your database stays thorough and detailed.
🔔
Alert your sales team instantly upon submission
Notify the right team members the second a high-value form response arrives so they can begin outreach immediately.
🔀
Route submissions based on form answers
Send enterprise leads to senior reps and standard inquiries to general queues based on specific form selections.
🔄
Keep Salesforce records updated as submissions change
Automatically update existing CRM records whenever a form response is modified or resubmitted.
🔍
Prevent duplicates with smart search and update actions
Search existing Salesforce records before creating new leads to maintain a clean database without duplicate entries.
🗓️
Handle later status changes and follow-up actions
Trigger downstream tasks and notifications when lead statuses or deal stages progress in Salesforce.
💬
Extend your workflow to Slack channels
Connect your core Salesforce and Typeform flow directly to Slack to keep your entire organisation informed in real time.
And much more...

Who is Salesforce + Typeform integration for?

Teams managing incoming form submissions and customer data benefit from instant synchronization, eliminating manual entry and keeping records accurate across platforms.

Sales managers
Sales managers
Account executives
Account executives
Client success teams
Client success teams
Growth marketers
Growth marketers
Operations specialists
Operations specialists
Data administrators
Data administrators
📈
Sales managers
You're reviewing pipeline reports in Salesforce but submission counts lag behind because form entries sit unexported, so the lead metrics you're reporting against are always hours behind — with this integration, every new submission lands in your CRM instantly and your pipeline numbers stay current.
Account executives
You need to follow up with hot prospects immediately after they submit their inquiry, but notification delays mean you find out too late to win the conversation — this integration means every form entry creates a lead instantly so you can reach out first.
📊
Client success teams
You answer to stakeholders who want immediate visibility into client onboarding submissions, but manual tracking leaves gaps in your progress updates — automating both apps means every form response updates your records right away and stakeholder reporting stays accurate.
🚀
Growth marketers
The submission volume from your campaigns is too high for anyone to keep up with by hand, leading to missed leads and abandoned follow-ups — connecting these apps means every form entry is captured and routed without manual intervention.
🔄
Operations specialists
You own the next step in the customer onboarding pipeline and depend on someone upstream to hand over form data, causing frequent bottlenecks — this integration means the handoff happens automatically the second a submission occurs.
🗂️
Data administrators
You need a reliable history of all customer interactions and keep finding gaps where submissions were missed during manual entry — with this integration, every form submission and CRM record stays complete and verifiable.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Salesforce + Typeform

Build and manage your Salesforce + Typeform automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + Typeform with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce to Typeform?
Frequently Asked Questions
You can connect Salesforce to Typeform in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Salesforce, Typeform, Slack, and other apps.
Can I automatically create Salesforce leads from new Typeform submissions?
Frequently Asked Questions
Can I connect Salesforce, Typeform, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Typeform?
Frequently Asked Questions
How does Salesforce handle incoming data from form submissions?
Frequently Asked Questions
Can I filter Typeform responses before sending them to Salesforce?
Frequently Asked Questions
Do I need coding skills to integrate Salesforce and Typeform?
Frequently Asked Questions
Is the Salesforce and Typeform integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Salesforce or Typeform With 1500+ Other Apps

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