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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.
- Business Need
- Marketing
- Requires
- Sales CloudService CloudMarketing Cloud Engagement
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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I have tried to install it on Sandbox and Prod but no luck
Hello, I have been trying to install it on Sandbox and Prod but no luck. Is there any support? Regards, Ivo
Does not support basic functionality
Unless you have fields you want to map 1:1 and have no desire to match records based on anything except ids, this is not sufficient. They don't support lookup fields or file uploads. Your picklist value has to be the same internally in Salesforce as it would be externally in typeform and it doesn't automatically push new responses into Salesforce (it needs to have a set refresh).
Just 1 inch far from perfect
The only reason i don't give it 5 stars is because when there is an error on the syncronization (by any means), the responses with an error cannot be synced to Salesforce again, and you need to re-input them manually or create them manually directly on Salesforce. I completelly agree on the "you need to solve the root problem first", but making the record to retry the sync when you change the error status to "Resolved", or giving you an Apex method you can call with the response ID to retry the sync is not really complex and should be core on any data-sync app. The day they fix this i will edit this review and give them the 5 stars.
Hi José, Thank you so much for your review. We really appreciate constructive feedback from integration users and we incorporate it into product updates whenever we can. Would you be able to check which version of your integration that you are using? We believe that the issue you're facing today was solved in our very recent update to version 1.18 (which you can get here on the AppExchange). Either way, if you email us at partnerships@typeform.com, our team will be glad to assist you! Thanks, Elsa
Mappings for Case Object in Salesforce
It was really helpful using Typefom, but need an immediate response pls for mapping typeform to Case object in Salesforce. I want a unique identifier field so that if a person fills the surevey the feedback should reflect on his personal Case record. Share your responses. Thanks in advance
Easy to install. Easy to use. Quick to get value from
The typeform platform itself allows me to create simple yet visually impressive surveys which can collect date in a whole range of different formats. But what sets Typeform apart from other 'survey' tools out there is the incredibly simple and powerful Salesforce connection. I was able to build a full POC, showing survey results being imported into Salesforce within just an hour! and without having additional costs for APIs. The tool gives me exactly what I need to collect customer sentiment feedback, removing the challenge of data collection/spreadsheets, leaving me time to act upon the results.
Typeform
I found Typeform has been really easy to use. And a pleasant surprise in being such a breeze to setup. The support team were always on hand to assist with anything that I might need, and were super quick and thorough when responding to my initial questions.
Hi Rebecca, Thanks so much for your review and feedback. We would love to talk with you to understand some of these points a bit better and see if we can offer solutions. My colleague, Nikita, responded to your ticket with our team. If you have some time to engage with us on this matter, we would greatly appreciate it! Kind regards, Elsa Typeform Partnerships Team