Keep customer champions visible in Salesforce
Preserve the details of people who advocate for your product in the CRM your team already uses.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
A customer champion's name and context can stay in a survey or referral form instead of becoming a useful relationship record.
- Keep champion details available to the team
- Reduce manual copying from survey responses
- Make future relationship follow-up easier
Setup
Build it in a few focused steps.
- 1Connect Typeform and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name and prompt.
- 3In one instruction, tell Notis which responses identify a champion and which submitted details to use for a contact.
- 4Pick the Typeform New Form Response trigger and choose where run reports should go.
- 5Test with one real response and review the contact details.
Questions about this workflow
Can it associate the new contact with a customer account?
Only when the response provides enough information to identify the existing Salesforce account. Include clear handling instructions for uncertain matches.
What information should the form collect?
Collect the details your Salesforce contact needs and the context your team will use later. Required fields can vary by organization.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Salesforce. A trigger fires from one place; an action lands in another.
Typeform triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Form Response
Triggers when a respondent completes and submits the form.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Typeform and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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