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Salesforce + Typeform: form responses as CRM Leads.

Create Salesforce Leads from Typeform submissions with answers mapped to custom fields. AI-score before adding to your pipeline.

Trigger app
Typeform as the trigger

Workflows fire when something happens in Typeform.

Action app
Salesforce as the action

Workflows do something in Salesforce, instantly.

See all 13 actions →
Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

TypeformSalesforce

When something happens in Typeform, do it in Salesforce.

2 Typeform triggers wired to 13 Salesforce actions. Most-used pairing: New FormConvert Lead.

SalesforceTypeform

Or fire it the other way around.

0 Salesforce triggers wired to 2 Typeform actions downstream.

  • Use any trigger in the catalog as the upstream.
See SalesforceTypeform
Popular pairings

Common Typeform → Salesforce workflows.

Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

Showing 8 of 26 combinations
When new form in Typeform, convert lead in Salesforce.

Fires when a new Typeform form is created in the workspace. Use for governance/audit logs or to auto-add a default integration on every new form.

When new form in Typeform, create account in Salesforce.

Fires when a new Typeform form is created in the workspace. Use for governance/audit logs or to auto-add a default integration on every new form.

When new form in Typeform, create contact in Salesforce.

Fires when a new Typeform form is created in the workspace. Use for governance/audit logs or to auto-add a default integration on every new form.

When new form in Typeform, create note in Salesforce.

Fires when a new Typeform form is created in the workspace. Use for governance/audit logs or to auto-add a default integration on every new form.

When new response in Typeform, convert lead in Salesforce.

Fires when a new response is submitted to a Typeform form. The standard hook for piping form fills into your CRM, ESP, or notification channel.

When new response in Typeform, create account in Salesforce.

Fires when a new response is submitted to a Typeform form. The standard hook for piping form fills into your CRM, ESP, or notification channel.

When new response in Typeform, create contact in Salesforce.

Fires when a new response is submitted to a Typeform form. The standard hook for piping form fills into your CRM, ESP, or notification channel.

When new response in Typeform, create note in Salesforce.

Fires when a new response is submitted to a Typeform form. The standard hook for piping form fills into your CRM, ESP, or notification channel.

How it works

Connect Typeform and Salesforce in five steps.

No code, no glue, no half-day setup. Each step is one click.

  1. 1
    Connect
    Authorize Typeform and Salesforce

    Open Tiny Command, authorize Typeform and Salesforce once each. Both connections are available to every workflow on your account.

  2. 2
    Trigger
    Pick a Typeform trigger

    Drop the Typeform → New Form trigger onto the canvas. Tiny Command auto-registers the webhook.

    POST /v1/webhooks/typeform.trigger-form-created
  3. 3
    Transform
    Add a filter or AI step

    Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.

  4. 4
    Action
    Add the Salesforce action

    Drop the Salesforce → Convert Lead action below it. Map fields from the Typeform payload into the Salesforce inputs.

    salesforce.convert-lead
  5. 5
    Publish
    Publish and forget

    Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

FAQ

Questions about Typeform + Salesforce.

How do I create a Salesforce Lead from a Typeform?
Typeform Response Submitted → Salesforce Find or Create Lead by email with name + custom fields mapped from Typeform answers. Tag with form source.
Can I AI-score Typeform before adding to Salesforce?
Yes. Claude/OpenAI step returns {score, segment, reasoning}. Write to SFDC custom fields at Lead creation. Reps see the AI-derived score with reasoning.
How do I route Typeforms to different SFDC pipelines?
Switch on a Typeform answer (e.g., "use case"). Sales-lead form → standard Lead. Support form → Case in SFDC Service Cloud. Each gets a different Create action.
Can I create a SFDC Opportunity alongside the Lead?
Yes. After Find or Create Lead, Salesforce Create Opportunity with amount derived from Typeform answers (e.g., team size × per-seat price) + associated to the new Lead.
How do I prevent duplicate SFDC Leads from resubmitted Typeforms?
Email is the natural key. Salesforce Find or Create Lead by email is dedupe-safe. Or use external_id custom field for Typeform submission_id.
Can I trigger SFDC workflows after Typeform submission?
Yes. Set a SFDC custom field "Typeform Submitted Date" on Lead. SFDC workflows can use it as enrollment criteria for follow-up sequences or rep alerts.
Related

Other apps that pair well with Typeform.


Wire Typeform to Salesforce in 2 minutes.

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