Turn customer intake responses into Salesforce contacts
Keep useful people and their submitted details in the CRM without retyping the form.
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
Contact details collected through a form can stay outside Salesforce and become difficult to find during follow-up.
- Reduce contact data re-entry
- Keep submitted context in Salesforce
- Make intake details available for future follow-up
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, say which responses should create contacts and how to handle details the response does not provide.
- 4Pick the Typeform New Form Response trigger and choose where run reports should go.
- 5Test with one real response and review the created contact.
Questions about this workflow
Can the contact be associated with an account?
Only when the response gives Notis enough information to identify an existing Salesforce account. The contact creation action does not guarantee an account match.
What if the response is incomplete?
State how to handle missing information in your instruction. Confirm Salesforce's required fields for your org as part of the test.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.