Question 1

How does a Typeform lead reach Salesforce?

Accepted Answer

The Typeform response trigger fires on submit, and NoClick maps the answers into Salesforce's Create Record operation for the Lead or Contact object. Each form field becomes an sObject field. The record appears in your org.

Question 2

Can I update an existing record instead of creating one?

Accepted Answer

Salesforce supports Upsert using an external ID field, so a returning respondent updates their existing record. NoClick passes a Typeform answer like email as the match key. This prevents duplicate leads.

Question 3

Can I look up related records before writing?

Accepted Answer

Yes. Salesforce's SOQL Query operation finds matching accounts or contacts. NoClick can run that query with a Typeform answer and branch on the result. You then create or link the right record.

Question 4

How do I map form answers to custom Salesforce fields?

Accepted Answer

NoClick can fetch the sObject metadata so you see every available field, including custom ones. You drag each Typeform answer onto the matching field. Only the fields you map are written.

Question 5

Can the team be notified of important submissions?

Accepted Answer

Salesforce's Post To Chatter operation publishes a feed message. A workflow can post when a Typeform high-value lead arrives. Your sales team sees it directly in Salesforce.

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