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Forms not showing up in Salesforce

  • March 5, 2021
  • 4 replies
  • 310 views
D

I cannot seem to get the forms I have set up in Typeform to show up in Salesforce after setting up the integration.  Anyone have any idea why?

Best answer by Liz

@lizflores90  Ah yes, that can definitely be a contributor! You’ll want to be sure that you’re connecting the owner of the Typeform’s account to your Salesforce account (versus connecting as a member in a workspace). Let me know if that doesn’t work!

4 replies

Liz
Ex–Typefomer
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  • Liz
  • Tech Community Advocate
  • March 8, 2021

Hi @dyocom415 thanks for reaching out! Would you mind sending some screenshots or a video of how you have the integration currently setup? It’s also important to note that if you’re connected Salesforce to a shared workspace, the owner of the workspace needs to connect their Typeform account to Salesforce. 

Thanks!

Life is a series of awkward moments separated by snacks.
Liz
Ex–Typefomer
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  • Liz
  • Tech Community Advocate
  • March 15, 2021

Hi @dyocom415 hope you’re doing well! I wanted to circle back on this to see if you still need help with the Salesforce integration? :grinning:

Life is a series of awkward moments separated by snacks.
L
  • lizflores90
  • Navigating the Land
  • March 30, 2021

Hello Liz! I’m havint that same issue. I wonder if it’s because I’m not the account owner. We ran the integration successfully, but I cant see the forms. 

 

Liz
Ex–Typefomer
Forum|alt.badge.img+5
  • Liz
  • Tech Community Advocate
  • Answer
  • March 30, 2021

@lizflores90  Ah yes, that can definitely be a contributor! You’ll want to be sure that you’re connecting the owner of the Typeform’s account to your Salesforce account (versus connecting as a member in a workspace). Let me know if that doesn’t work!

Life is a series of awkward moments separated by snacks.

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