Typeform & Salesforce Integration
Are you looking to automatically pull in your web form data to Salesforce for better reporting and better lead management?Â
Get our Typeform & Salesforce Integration.
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Typeform & Salesforce Integration
Are you looking to automatically pull in your web form data to Salesforce for better reporting and better lead management?Â
Get our Typeform & Salesforce Integration.
Â
Your Typeform & Salesforce Integration out the box doesn't give you these custom benefits.
We can also add in other custom features you're looking for in your integration.
Talk to us today!
Your Typeform & Salesforce Integration out the box doesn't give you these custom benefits.
We can also add in other custom features you're looking for in your integration.
Talk to us today!
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Lead Assignment Rules
Set up automation in Zoho CRM from the forms - alerts, locations, or assign owners.
Get Offline Conversions
Capture the MSCLKID/GCLID on every form, and use it for Offline Conversion Tracking.
Keyword Level ROI
Track keywords and campaigns from paid marketing campaigns on every form fill.
Best Performing Pages
Find out which pages are your most popular by tracking the Converting Page URLs of form fills.
This really is the only Integration you'll ever need for Typeform and Salesforce.
We will pull in the chat transcripts in full historically for that lead, and attach it to Salesforce, either as an Activity or in a field for reporting. We also bring over the live chat agent, and the URL the chat started on. This is on top of the marketing referral sources we also track!
In summary:
All Keyword & Campaign Data in Salesforce
Associated to each lead created for Call Only Ads, Calls on Website, Web Forms, and Live Chats.
We set up all your Reports & Dashboards of Typeform Data in Salesforce
You'll see all campaign info on qualified & unqualified leads in Salesforce.
We send your Offline Goals automatically back to Google Ads
Offline conversions are the sales over the phone/email after a lead is created.
How We Work?
Discovery Call -
(Same Day)
Discuss the details with all project stakeholders.
Do a detailed analysis of your systems
(1-3 Days)
Create a roadmap and timeline of milestones.
Develop the Integration
(3-7 days)
Our team of developers and an assigned project manager get started
Quality Assurance & Training
(2-7 Days)
(1) User Training
(2) Any Further Changes Required
(3) Any work Covered Under Warranty
Let's talk about your project
Do You Have Questions? We Have the Answers for You
We used to have an FAQ section here. Then we realized everyone’s questions were similar, but different. So just ask us in our chat, any FAQ, and we’ll give you a real-time answer.
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Not yet persuaded?
Let's get in touch and take your KPIs to the next level.
