1.Captures new campaign entry
Integrate Typeform and form automation tools to map submission reference, account identifier, and response payload to structured data.
Log campaign form submissions into customer records today
Automatically monitor campaign form submissions across Typeform and customer success tools. Create and update tracking records when submission reference changes, account identifiers match, or form payloads arriveβso you can enrich company timelines, add notes, and keep operations visible without manual reporting.
How this automation logs submissions into customer records
When campaign form submissions arrive without structure, status data gets delayed and customer timelines fall out of sync. This automation captures Typeform submission data and enriches Custify company events and notes while creating or updating Airtable tracking recordsβso your team can recognize submissions instantly.
Typeformor swap with your favorite app
2.Delays for 15 minutes
Integrate Delay by Zapier and workflow timing tools to pause processing for 15 minutes before company lookup.
Delay by Zapieror swap with your favorite app
3.Searches company by account ID
Integrate Custify and customer record systems to search for a matching company using the account ID.
Custifyor swap with your favorite app
4.Creates a company event
Integrate Custify and timeline tools to create a company event with mapped date, event name, and submission metadata.
5.Formats responses to HTML
Integrate Formatter by Zapier and content formatting tools to convert form responses from markdown to HTML.
Formatter by Zapieror swap with your favorite app
6.Creates company note
Integrate Custify and note-taking tools to create a company note using the formatted HTML with reference and timestamp.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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