Hello,
We currently have TypeForm responses flowing into Salesforce.
Is there a way for when a lead is automatically created in SFDC from TypeForm to follow the lead assignment rules I’ve already created in SFDC?
Currently, anytime a lead is pushed from typeform and created in SFDC, the lead owner defaults to me (the TF admin). What I’d like it to do, is based on a response field from typeform have it follow the lead assignment rule. ie: question in typeform states “how many licenses do you need?” then in SFDC if the field is > or= to 25 assign to specific rep in salesforce, if <25 assign to a specific rep.
I have the native integration set up but it looks as though this may actually be possible by utilizing Zapier (see screenshot)? It would be awesome if someone knows of a way to either create a trigger/flow in SFDC already and how to go about setting it up OR if this is actually possible utilizing only the Zapier integration?
TF Zapier SFDC link → https://zapier.com/apps/salesforce/integrations/typeform/2173/add-new-typeform-form-entries-to-salesforce-as-leads
Thanks!
