Typeform + Salesforce Integration
Use Autopilot to automate and integrate Typeform and Salesforce.
Marketing Automation ideas to integrate Typeform and Salesforce
Typeform Submitted to Assign Salesforce Lead to Group
Heap Event to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Update Salesforce Field
Typeform Submitted to Send Delighted NPS Survey
Typeform Submitted to Check Salesforce Field to Add HubSpot CRM Deal
Typeform Submitted to Create Salesforce Opportunity
Typeform Submitted to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
Smart Segment Trigger to Assign Salesforce Lead to Group
Typeform Submitted to Add Salesforce Task
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Typeform to Add to List
Salesforce Campaign Trigger to Add to List
Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Add Salesforce Task
Typeform Submitted to Set Salesforce Campaign Member Status
Salesforce Field Changed to Has Submitted Typeform to Update HubSpot CRM Deal Stage
Smart Segment Trigger to Assign Salesforce Lead to Group
Typeform Submitted to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Typeform to Create Salesforce Opportunity
Unsubscribed from Mailchimp Audience to Update Salesforce Field
Showing 20 of 1054 Marketing Automation ideas using Autopilot's Typeform and Salesforce integration.
About Typeform
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
About Salesforce
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Typeform integration.
Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Conditions
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Actions
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
