1.Receives new form submissions
Integrate Typeform to receive submissions and map source fields into structured lead details.
Add form applicants to lead and nurture lists
Automatically capture form submissions across Typeform and lead tools. Add form applicants to lead and nurture lists when new Typeform entries arrive or email and phone matchβso you can format data, create or update leads, and tag subscribers without manual paperwork.
How this automation accelerates lead capture
When new Typeform entries arrive, delays can cost qualified applicants. This automation formats applicant data and creates or updates leads while tagging subscribers and notifying salesβso your team can respond while intent is fresh.
Typeformor swap with your favorite app
2.Formats phone and dates
Integrate Formatter by Zapier and data formatting tools to format phone to E.164 and normalize the submitted timestamp.
Formatter by Zapieror swap with your favorite app
3.Finds or creates leads
Integrate Close and CRM records to search by email and fallback to phone, then update or create the lead.
Closeor swap with your favorite app
4.Adds nurture subscriber tag
Integrate Kit and email sequence tools to add the configured nurture tag to each accepted subscriber.
Kitor swap with your favorite app
5.Updates application record
Integrate Airtable and database tools to find or create a record and update the status and timestamp field.
Airtableor swap with your favorite app
6.Sends sales alert message
Integrate Discord and team messaging tools to post a concise channel alert with qualification notes.
Discordor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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