How to Connect Salesforce to Typeform
Here’s a step-by-step tutorial on how to connect Salesforce to Typeform:
- First, open Salesforce AppExchange and locate Typeform for Salesforce.
- When ready, click Try It Free.
- In the next screen, select Try in your sandbox.
- After verifying account details, press Continue to Installation.
- Proceed to Salesforce authentication via Login & Install.
- Next, click Use Custom Domain to set up the domain.
- Complete the custom domain field and select Continue.
- Choose your installation scope and hit Install.
- Review and accept Third Party Access, then click Continue.
- Locate your installation in Settings > Advanced Setup > Installed Packages.
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