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Mapping email optins to Salesforce

  • July 23, 2024
  • 2 replies
  • 39 views

Hi there!

 

I’m creating a survey in Typeform but I’d also like to collect First Name, Last Name, Email Address and Email Consent. 

Typeform doesn’t have a checkbox functionality  so if I use a “multiple choice” question type with just one checkbox called “Yes”, do you know how I can use Zapier to map this to Salesforce or Pardot (Account Engagement)?


Thanks

Joe

 

Best answer by Troy Tessalone

Hi @Joe Samuel 

That depends on the type of field on the Salesforce Object that you are trying to use.

Post screenshots with how your Zap steps are outlined and configured in EDIT mode so we can see the field type and field description for the Salesforce field you are trying to set.

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • July 23, 2024

Hi @Joe Samuel 

That depends on the type of field on the Salesforce Object that you are trying to use.

Post screenshots with how your Zap steps are outlined and configured in EDIT mode so we can see the field type and field description for the Salesforce field you are trying to set.


  • Author
  • New
  • July 24, 2024

Thanks, I think I’ve worked it out.