Connect Salesforce to Typeform
Automate workflows between Salesforce and Typeform. No coding required.
What you can automate between Salesforce and Typeform
These are the most popular automations teams set up between Salesforce and Typeform. Each one runs automatically once activated — no manual steps.
Create form when new contact created
Build a new survey or form automatically when when a new contact is added to your crm.
Create contact when new response submitted
Add a new contact to your CRM automatically when when someone completes your survey.
Sync Salesforce changes to Typeform
Keep Typeform updated when when a new deal or opportunity is created.
What syncs between Salesforce and Typeform
Each form submission automatically creates or updates a contact record in Typeform. Respondent details, answers, and submission timestamps map directly to your CRM fields.
Data from Salesforce
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
Data from Typeform
- Form responses
- Submission timestamps
- Respondent details
- Field values
- Completion status
How to connect Salesforce to Typeform
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active Salesforce account with API access enabled
- An active Typeform account
- A free Arahi AI account (sign up takes 30 seconds)
- Admin or API access in Salesforce to authorize the connection
Create your Arahi AI account
Sign up at app.arahi.ai — it's free and takes 30 seconds. No credit card required. You'll land on the dashboard where you can create your first workflow.
Authenticate Salesforce
Click "Add Connection" and select Salesforce from the app directory. You'll be redirected to Salesforce's authorization page. Grant Arahi read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
Authenticate Typeform
Same process for Typeform. Click "Add Connection," select Typeform, and authorize access. Grant Arahi access to your form responses and submission data. The integration reads new submissions in real-time.
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new contact created in salesforce or new response submitted in typeform. The trigger fires automatically whenever that event happens — no manual intervention.
Configure the action
Define what happens when the trigger fires. For example: create form in typeform. Map the data fields between Salesforce and Typeform so the right information lands in the right place.
Test and activate
Run a test to confirm data flows correctly between Salesforce and Typeform. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — Arahi handles retries, error logging, and monitoring automatically.
Why connect Salesforce and Typeform?
Manually moving data between Salesforce and Typeform is error-prone and eats into your team's productive hours. Connecting them through Arahi eliminates that overhead — events in one app trigger actions in the other automatically.
Tips for your Salesforce + Typeform integration
Get more out of this integration with these best practices.
Who uses the Salesforce + Typeform integration?
Teams across industries connect Salesforce and Typeform to streamline their workflows.
Sales reps tracking deal progress who rely on Typeform for surveys & forms
Research teams who need real-time data from Salesforce
Sales teams and research teams collaborating across tools
Frequently asked questions
Everything you need to know about connecting Salesforce and Typeform.
How do I connect Salesforce to Typeform?
Sign up for a free Arahi AI account, then click "Add Connection" to authenticate both Salesforce and Typeform via OAuth. Choose a workflow template — like syncing crm events to surveys & forms actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between Salesforce and Typeform?
You can automate a wide range of workflows: sync new Salesforce events to Typeform actions, trigger Typeform updates when Salesforce data changes, create Typeform records from Salesforce events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.
Is the Salesforce and Typeform integration free?
Arahi AI includes 100 free actions per month on the Starter plan — enough for most small teams. If your Salesforce-to-Typeform workflows need more volume, paid plans start at $29/month with unlimited workflows and priority execution.
Is my Salesforce data secure when connected to Typeform?
Yes. Arahi uses OAuth 2.0 for authentication — we never store your Salesforce or Typeform passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your crm data is only accessed when a workflow runs, and you can revoke access at any time from your Arahi dashboard.
Can I sync data both ways between Salesforce and Typeform?
Yes. You can set up workflows that trigger from either Salesforce or Typeform. For example, create a workflow where Salesforce events update Typeform, and a separate one where Typeform changes sync back to Salesforce. Each direction is configured independently so you have full control.
Do I need technical skills to connect Salesforce and Typeform?
No coding is required. Arahi's visual workflow builder lets you configure triggers, actions, and field mapping with clicks. If you can use Salesforce and Typeform, you can set up the integration. Most users are running their first workflow within 10 minutes.
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