Integration

Connect Typeform and Salesforce

When New Form Response fires in Typeform, your agent runs Create object record in Salesforce, or New object record in Salesforce to Create or Update Webhook in Typeform. Describe the whole flow and it is built, tested on every scenario and kept running.

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want Typeform and Salesforce to do together?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Examples

Pick one to fill the box, then change anything: the steps, the wording, even the apps. Go as long as you like.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Typeform collects the answers; Salesforce holds the accounts, leads and cases they belong to. Connecting the two means a form submission can find the right Salesforce record and update it, and a change in Salesforce can create or adjust the Typeform form you send out. The agent builds the flow, tests every scenario and keeps it running.

Example flows

What Typeform and Salesforce can do together

From Typeform to Salesforce

From Salesforce to Typeform

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Typeform and Salesforce

Triggers and actions 3 triggers · 29 actions

Each app on its own

Reviews

What our customers say

More from Typeform

More into Salesforce

Questions

Typeform and Salesforce, answered

Can a Typeform response update a record that already exists in Salesforce?

Yes. The New Form Response trigger can feed Find object records or a SOQL query to locate the matching Lead, Contact or Opportunity by email or another field, then Update object record writes the answers onto it. If nothing matches, Create object record makes a new one instead.

Can Salesforce activity create a form in Typeform?

Yes. A new or updated Salesforce record can trigger Create Form, Create Workspace or Create or Update Webhook in Typeform, and List Forms can check what already exists first. The resulting form ID or link can be written back with Update object record in Salesforce.

What can start an automation from Typeform?

Any of Typeform's 1 trigger in the catalog, including New Form Response. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Salesforce when something happens in Typeform?

Any of Salesforce's 9 actions, including Create object record, Find object records, Find most recent created or updated record and Update object record. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Salesforce to Typeform?

Yes. When something happens in Salesforce, your agent can act in Typeform too. This page covers both directions: Salesforce's triggers and Typeform's actions are listed here as well.

Do I have to build a connector for Typeform or Salesforce?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

Can my AI client use Typeform and Salesforce without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.