Quick summary
The Typeform Salesforce integration is installed directly through Salesforce AppExchange, allowing teams to sync form responses into their CRM without custom code. This step-by-step walkthrough covers everything from finding the listing to completing the package installation in a sandbox or production org.
Steps
- Go to Salesforce AppExchange and search for Typeform for Salesforce.
- Click the Try It Free button on the listing page.
- Select Try in your sandbox to install in a sandbox environment.
- Verify your account details and click Continue to Installation.
- Click Log In & Install to authenticate with your Salesforce account.
- Click Use Custom Domain and enter your Salesforce custom domain.
- Add your custom domain name and click Continue.
- Choose who to install the app for and hit Install.
- Grant Third Party Access and click Continue to finish.
- Find your installed app under Settings > Advanced Setup > Installed Packages.
