Salesforce
Salesforce is an enterprise CRM for sales, marketing, and customer success teams.
Website
Industry
CRM
Share this article:

How to connect Salesforce to Typeform

Here is how to connect salesforce to typeform

  1. First click on the search box in the top navigation bar
  2. Then type "Typeform" in the search field
  3. Select the suggested search result "Typeform" from the dropdown list
  4. Click on the Typeform for Salesforce app listing in the search results
  5. Click on the "Try It Free" button in the app details page
  6. Select the "Try in your sandbox" option in the trial type selection screen
  7. Click the "Continue to Installation" button at the bottom of the page
  8. Click on the "Log In & Install" button on the installation confirmation page
  9. Click on the "Use Custom Domain" link on the login page
  10. Click inside the custom domain input field
  11. Click on the "Continue" button after entering the custom domain
  12. Click on the "Install" button after choosing an installation option
  13. Click the checkbox to grant access to third-party websites
  14. Click the "Continue" button to approve third-party access

Create your own interactive guide with Guideflow

Why should you connect Salesforce to Typeform

Salesforce is a robust customer relationship management platform designed to streamline business operations and enhance customer engagement.

Connecting Salesforce to Typeform empowers you to seamlessly integrate customer data collected through forms directly into your CRM.

This integration automates data transfer, reduces manual entry, and ensures accurate and timely updates.

By linking these two platforms, businesses can enhance productivity and maintain a holistic view of customer interactions, driving more informed decision-making.

Last update
February 24, 2026
Cursor MariaA cursor points to a button labeled "James."

Create your first demo in less than 30 seconds.