Answered

Update Salesforce Case with Form Submission

  • 5 August 2021
  • 3 replies
  • 117 views
A

Is it possible to update fields on a case when a Typeform is completed? The customer would receive a link with caseID as a merge field in the URL, once the form has been completed, fields on the specific case are updated with the submitted information. Thank you for your help!

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Best answer by kabir.mathur 5 August 2021, 22:01

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Liz
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Userlevel 7
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Hi @Annika Happy Thursday! This is a great question, and one that I’m not totally sure the answer of. I’m asking our product team for you! :) 

Life is a series of awkward moments separated by snacks.
kabir.mathur
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Userlevel 4
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Hi @Annika. It is possible to update Case fields when an typeform is complete via our native Salesforce integration. However, it isn’t possible to conditionally send out a URL with the updated case fields via our notifications feature. 

You could probably enable this workflow via an automation tool like Zapier. 

A

Thank you very much for your quick responses!

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