Automate Typeform & Salesforce

Stop paying for mismatched spreadsheets. Sync data between Typeform and Salesforce in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Typeform"]
        T1(["Agent Conversation Finished"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Salesforce"]
        A1(["Add Contact to Campaign"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Typeform and Salesforce operate independently, lead data collected from forms often requires manual entry into Salesforce. This process can lead to critical information being lost, such as the lead's email address or specific responses to qualifying questions. Sales teams waste valuable time cross-referencing Typeform submissions with Salesforce records, risking human error and delays in follow-up actions that could impact conversion rates.

Top Ways to Automate Typeform & Salesforce

Automated Lead Capture: Instantly transfer leads collected from Typeform directly into Salesforce, ensuring no potential customer is overlooked and reducing manual entry errors.
Real-Time Data Sync: Keep your Salesforce records up-to-date with real-time updates from Typeform responses, allowing your sales team to act on the latest customer insights without delay.
Streamlined Reporting: Generate comprehensive reports in Salesforce that include Typeform data, providing a holistic view of customer interactions and enhancing decision-making processes.

How to Build the Typeform → Salesforce Sync

In Typeform, navigate to the form you want to integrate and go to the 'Connect' panel.
Select 'Webhooks' and enter the Salesforce REST API endpoint for creating leads: https://your-instance.salesforce.com/services/data/vXX.X/sobjects/Lead/.
Configure the webhook to trigger on form submission and set the payload to include necessary fields such as email, firstName, lastName, and any custom fields you have defined.
In Salesforce, ensure that the API user has the right permissions to create leads and that the fields in Salesforce match the data being sent from Typeform.
Test the integration by submitting a Typeform response and checking Salesforce for the newly created lead with the correct data populated.

Developer Warnings & API Gotchas

Ensure that the field names in the Typeform webhook payload match the API field names in Salesforce exactly; otherwise, data may not map correctly.
Be cautious of Salesforce's required fields for lead creation, such as LastName, which must be included in the payload, or the API call will fail.
Watch for data type mismatches, such as sending a string for a number field in Salesforce, which could lead to API errors and failed lead creation.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Typeform... Agent Conversation Finished

Do this in Salesforce Add Contact to Campaign
When this happens in Typeform... Automation Contact Action

Do this in Salesforce Add File to Record
When this happens in Typeform... Fetch Custom Actions

Do this in Salesforce Add Lead to Campaign
When this happens in Typeform... List Forms

Do this in Salesforce Call Apex REST
When this happens in Typeform... List Workspaces

Do this in Salesforce Convert Lead to Contact

SyncMatrix Experts

Available for Hire

We are an AI-powered automation team. We build custom, reliable API workflows that eliminate manual data entry.

Speak with an Integration Architect

We build custom API workflows that don't hit rate limits.

I can see you're looking at mapping Typeform to Salesforce. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?