Route form-related leads with Salesforce assignment rules
Put your existing lead routing rules to work when relevant form responses arrive.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
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.
Why this helps
A lead can wait for manual routing after someone submits a form, even when the Salesforce team already has assignment rules.
- Use configured Salesforce routing rules promptly
- Reduce manual handoffs
- Keep lead ownership decisions in Salesforce
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 how to identify the Salesforce lead related to a response and when to apply assignment rules.
- 4Pick the Typeform New Form Response trigger and choose where run reports should go.
- 5Test with one real response and confirm the lead owner or routing result.
Questions about this workflow
Does this create a Salesforce lead?
No. It applies assignment rules to a specific lead, so the lead must already exist and be identifiable.
Does this define new routing logic?
No. The action applies assignment rules configured in Salesforce. Set up or review those rules in Salesforce separately.
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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