Typeform + Salesforce Integration

Use Autopilot to automate and integrate Typeform and Salesforce.

Marketing Automation ideas to integrate Typeform and Salesforce

Typeform Submitted to Add Salesforce Task

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Typeform Submitted to Check Pipedrive Deal Field to Create Salesforce Opportunity

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Typeform Submitted to Add Pipedrive Note

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Typeform Submitted to Create Salesforce Opportunity to Add Trello Card

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Typeform Submitted to Check Salesforce Campaign Member Status to Add Pipedrive Note

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Typeform Submitted to Assign Pipedrive Person Owner to Add Salesforce Task

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Typeform Submitted to Check Pipedrive Deal Field to Update Salesforce Field

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Typeform Submitted to Assign Pipedrive Person Owner

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Typeform Submitted to Update Salesforce Field

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Typeform Submitted to Add Pipedrive Deal

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Email Activity to Set Salesforce Campaign Member Status

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Typeform Submitted to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead

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Salesforce Field Changed to Add Delay

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Typeform Submitted to Add Salesforce Task

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Typeform Submitted to Check Pipedrive Deal Field to Set Salesforce Campaign Member Status

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Typeform Submitted to Check Salesforce Field to Add Delay

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Typeform Submitted to Update Salesforce Field

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Typeform Submitted to Set Salesforce Campaign Member Status

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Typeform Submitted to Set Salesforce Campaign Member Status to Add Pipedrive Deal

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Showing 20 of 541 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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Typeform and Salesforce.