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Connect Salesforce to Typeform
Automate Salesforce and Typeform with AI
Typeform collects the request while Salesforce decides who works it. Operator.io points OpenClaw at Typeform and Salesforce so a new submission creates a lead or case with the answers mapped to fields, attaches the full response to the record, and routes it to the owner your rules pick. Ask which form leads came in this week and it returns the Salesforce records beside the Typeform answers that created them.
It reaches both apps directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh, so there is no Zap to build and no API keys to paste.
What your agent can do with Salesforce and Typeform
What your agent does in Salesforce
Add contact to campaign
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
Add lead to campaign
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...
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. Allow a brief propagation delay before querying updated ownership or field values after ru...
Associate contact to account
Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.
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.
What your agent does in Typeform
How it works
Tell the agent what you want to happen between Salesforce and Typeform, for example to watch one and act in the other, or to keep the two in step. It reads what it needs from Salesforce, works out what to do, and runs the matching action in Typeform without you mapping a single field.
You can have it run once, on a schedule, or whenever something changes. Ask it for a status any time and it reads the latest from both apps back to you in the same chat.
Common questions about Salesforce and Typeform
- How do I connect Salesforce and Typeform to Operator?
- You authorize Salesforce and Typeform once each from your Operator dashboard. Operator holds both connections and refreshes the access tokens for you, so your agent keeps working across them without you signing in again.
- What can my agent do across Salesforce and Typeform?
- Tell it the job and it moves between Salesforce and Typeform as one task, choosing which actions to run on each side. There is nothing to map and no trigger to configure; you give instructions the way you would to a person.
- Can my agent keep Salesforce and Typeform in sync?
- Yes. It can watch Salesforce and act in Typeform, or keep both in step, reading from one and running the matching update in the other. This runs on demand when you ask or on a schedule you set.
- Do I need to build a workflow or write code?
- No. There is no workflow to build, no fields to map, and no API keys to paste. Operator manages both connections, and you give the agent instructions in plain language.
Salesforce and Typeform integrations
Put your agent on Salesforce and Typeform
Sign in, connect both apps, and hand your agent the work. The same setup reaches every app in the catalog. Your first week is free.
Try for free