Add a record to Salesforce when Typeform receives a response that matches specific conditions

■Overview

Do you use Typeform to manage surveys or inquiry forms, but manually enter the lead information collected afterward into Salesforce? This process is time-consuming and can lead to errors when entering important information. With this workflow, a record can be automatically added to Salesforce whenever a response matching specific conditions is submitted through Typeform. This streamlines data synchronization between Typeform and Salesforce and eliminates manual work.

■Recommended for

• Those who manage leads collected through Typeform in Salesforce and find manual data entry time-consuming
• Those who want to automate data synchronization between Typeform and Salesforce for real-time customer management
• Teams looking to prevent errors when transferring form responses and improve data accuracy

■Benefits of using this template

• Automatically sends Typeform responses to Salesforce based on specified conditions, reducing the time previously spent transferring data manually.
• Eliminates the need for manual data entry, helping prevent human errors such as incorrect entries and missed registrations of important lead information.

■Workflow steps

1. First, connect Typeform and Salesforce to Yoom.
2. Next, select Typeform as the trigger and set the action to “When a form is submitted.”
3. Then, set up branching in the operation and route the process based on the Typeform response.
4. Finally, configure the Salesforce “Add a record” action in the operation so that it runs only when specific conditions are met.

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options

• Set any conditions for the branching feature, such as the response to a specific Typeform question. For example, you can configure the workflow to send data to Salesforce only when someone responds that they want to request materials.
• When adding a record to Salesforce, map Typeform response fields to Salesforce object fields and specify the information you want to add.

■Notes‍

• Connect both Typeform and Salesforce to Yoom.
• The branching feature is available on the Mini plan and above, while Salesforce is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connects configured in your flowbots will result in errors, so please take note.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
• For instructions on retrieving responses in Typeform, see this article.