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Typeform for Salesforce — Beautiful forms for lead capture

Make your lead gen process more engaging and build a buzzing contact list.

Overview

Automatically create leads, accounts, opportunities, contacts, or cases in Salesforce from typeform responses. Ideal for Sales and Customer Support teams — start the conversation in style with Typeform, then follow up fast with Salesforce.

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  • Automate your lead gen Turn Typeform responses into leads, cases, or contacts in Salesforce and map answers to custom fields to build out a robust lead profile.

  • Prioritize your leads Map answers from your typeform to a field in Salesforce so you know how to prioritize which leads to pursue. You can even include Rating and Matrix questions to understand exactly what your leads need.

  • Nurture your contacts Reach out to any lead or contact with a typeform entirely personalized with information you’ve already collected. Then ask all the questions you need to keep your leads up to date and closer to conversion.

  • Update in Version 1.24 (Released December 2023): Our integration now supports and maps NPS questions from your forms!

With the Typeform app for Salesforce, you can automatically create leads, accounts, opportunities, contacts, or cases in Salesforce from typeform responses. Start the conversation in style with Typeform, then get the data into Salesforce so your team can follow up fast. Ideal for Sales and Customer Support teams. What you need: - A Typeform Business account - A Salesforce account (and your Salesforce admin to install the app)

Categories

Business Needs
Marketing
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package