Capture Leads and Create in Salesforce
Automate lead capture from website forms, enrich profiles with AI, and seamlessly add qualified prospects to your CRM while notifying your sales team for enhanced context.
Last updated
October 1, 2025
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Key Takeaways
- Typeform to Salesforce CRM pipeline - Captures lead magnet responses from Typeform and creates records directly in Salesforce
- Google Sheets backup - Upserts every lead into a Google Sheets spreadsheet alongside the CRM sync
- AI-powered follow-up planning - Uses GPT-4.1 to identify key information and plan follow-up actions for each lead
- Slack notifications - Alerts your sales team in Slack whenever a new lead is captured
- Merge-based data enrichment - Combines data from multiple sources before the AI summarizes and recommends next steps
What This Workflow Does
This Needle workflow captures lead magnet form responses from Typeform, saves them to Google Sheets, creates records in Salesforce CRM, and then uses AI to analyze the lead and plan follow-up actions. Once the AI has processed the lead, a Slack notification is sent to your sales team. The entire pipeline runs automatically so no lead falls through the cracks.
Use cases:
- Capturing ebook or whitepaper downloads and syncing them to Salesforce CRM
- Automating lead enrichment and follow-up planning after form submissions
- Keeping your sales team notified in Slack about new inbound leads
How It Works
| Step | What Happens |
|---|---|
| 1. Manual Trigger | You start the workflow to process new form submissions |
| 2. Typeform: Lookup Responses | Pulls the latest responses from your Typeform lead magnet form |
| 3. Transform | Passes the form data through for downstream processing |
| 4. Google Sheets: Upsert Row | Saves or updates the lead data in a Google Sheets spreadsheet |
| 5. Salesforce: Create Record | Creates a new Lead record in Salesforce CRM |
| 6. Merge | Combines data from the Transform, Google Sheets, and Salesforce steps |
| 7. AI Agent (GPT-4.1) | Analyzes the lead, identifies key details, and plans follow-up actions |
| 8. Slack: Send Message | Posts a "New lead captured!" notification to your Slack channel |
Workflow Nodes
| Node | Role |
|---|---|
| Manual Trigger | Starts the workflow on demand |
| Typeform: Lookup Responses | Retrieves form answers from your Typeform lead magnet |
| Transform | Passes lead data through for parallel processing |
| Google Sheets: Upsert Row | Saves or updates lead information in a spreadsheet |
| Salesforce: Create Record | Creates a new Lead record in Salesforce via the REST API |
| Merge | Combines results from the Transform, Google Sheets, and Salesforce nodes |
| AI Agent (GPT-4.1) | Identifies key information, scores the lead, and recommends follow-up actions |
| Slack: Send Message to Channel | Sends a notification to your sales team's Slack channel |
Setup Instructions
- Add the "Capture Leads and Create in Salesforce" workflow template to your Needle workspace
- Connect your Typeform account and update the form URL to point to your lead magnet form
- Connect your Google Sheets account and set the spreadsheet URL for lead storage
- Connect your Salesforce account to enable CRM record creation
- Connect your Slack account and configure which channel receives new lead notifications
Customization
| What You Can Change | How |
|---|---|
| Lead magnet form | Update the Typeform node's form URL to your own Typeform |
| Spreadsheet destination | Change the Google Sheets URL in the Upsert Row node |
| Salesforce record type | Configure the Salesforce Create Record node to create different object types (Lead, Contact, etc.) |
| AI follow-up logic | Edit the AI Agent's system prompt to adjust how leads are scored and what follow-up actions are recommended |
| Notification channel | Update the Slack node to post to a different channel |
| AI model | Change the model in the AI Agent node (default is GPT-4.1) |
FAQ
Q: Can I use a different form tool instead of Typeform? A: Yes. Replace the Typeform Lookup Responses node with a connector for your preferred form tool, such as Google Forms or another supported integration.
Q: Does this workflow handle duplicate leads? A: The Google Sheets node uses an upsert operation so existing rows are updated. The Salesforce node creates new records by default, but you can configure it to check for duplicates based on email or other fields.
Q: What does the AI Agent do exactly? A: The AI Agent receives the merged lead data and is instructed to quickly identify key information like user details and score, then plan follow-up actions including priority, recommendations, and timeline.
Q: Can I add email notifications instead of Slack? A: Yes. You can replace or add a Gmail node alongside the Slack node to send email notifications when leads are captured.
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