Hey there! If you’re looking to automatically sync new leads from Typeform into Salesforce without any coding, you’re in the right place. In this guide, I’ll walk you through setting up an integration using Make (formerly Integromat), Typeform, and Salesforce. This setup will ensure that every time someone fills out your Typeform, their information is seamlessly added to your Salesforce contacts. Let’s dive in!
Introduction
Manually transferring data between platforms can be a hassle and prone to errors. By automating the process of syncing Typeform submissions to Salesforce, you can save time, reduce mistakes, and ensure your sales team has up-to-date information. With tools like Make, even those without technical expertise can set up powerful integrations in under an hour.
Step-by-Step Guide
1. Set Up Your Typeform
First things first, ensure your Typeform is ready to collect the necessary information.
- Create a New Form: Log in to your Typeform account and design a form that captures essential lead details such as First Name, Last Name, Email, Phone Number, and Company.
- Publish the Form: Once satisfied, click the “Publish” button to make your form live.
2. Create a Make Account
If you haven’t already, sign up for a free account on Make.
- Sign Up: Visit Make’s website and register for an account.
- Dashboard Access: After registration, you’ll be directed to your dashboard where you can create new scenarios.
3. Start a New Scenario in Make
Scenarios in Make are workflows that connect different apps and services.
- Create a New Scenario: Click on the “+ Create a new scenario” button.
- Add Typeform Module: Click the “+” sign, search for “Typeform,” and select the “Watch Responses” module. This module will monitor your Typeform for new submissions.
4. Connect Typeform to Make
To allow Make to access your Typeform data:
- Create a Webhook: In the “Watch Responses” module, click on “Create a webhook” and then “Create a connection.”
- Authorize Access: A pop-up will appear prompting you to grant Make access to your Typeform account. Click “Accept.”
- Select Your Form: From the “Form ID” dropdown, choose the Typeform you want to connect.
5. Add Salesforce Module to Make
Now, let’s set up the connection to Salesforce.
- Add Salesforce Module: Click the “+” sign after the Typeform module, search for “Salesforce,” and select the “Create a Record” module.
- Connect to Salesforce: Click on “Add” to create a new connection. You’ll be prompted to log in to your Salesforce account and grant Make the necessary permissions.
6. Configure the Salesforce Module
Set up the Salesforce module to create a new contact for each Typeform submission.
- Select Object: In the “Create a Record” module, choose “Contact” as the Salesforce object.
- Map Fields: Map the fields from your Typeform to the corresponding Salesforce fields:
- First Name: Map to the “First Name” field in Salesforce.
- Last Name: Map to the “Last Name” field in Salesforce.
- Email: Map to the “Email” field in Salesforce.
- Phone Number: Map to the “Phone” field in Salesforce.
- Company: Map to the “Account Name” field in Salesforce.
7. Test and Activate the Scenario
Before going live, it’s essential to test the setup.
- Run Once: Click the “Run once” button in Make to test the scenario. Fill out your Typeform to see if the data appears in Salesforce.
- Activate: If everything works correctly, toggle the scenario’s scheduling to “On” to activate it.
Optional Enhancements
Once the basic integration is set up, consider these quick wins to enhance your workflow:
- Duplicate Check: Before creating a new contact, add a “Search Records” module in Salesforce to check if the contact already exists, preventing duplicates.
- Assign Leads: Automatically assign new leads to specific sales representatives based on criteria like location or industry.
- Send Notifications: Integrate with Slack or email to notify your team instantly when a new lead is added to Salesforce.
And there you have it! With this setup, your Typeform submissions will automatically populate your Salesforce contacts, ensuring your sales team has the latest lead information at their fingertips. Happy automating!
