1.Monitor new form submission
Integrate Typeform and form intake tools to trigger on each submission and pass fields into your lead workflow.
Add form submissions as CRM leads for follow-up
Automatically monitor new Typeform entries across Typeform, Zapier, and Close. Create and update when form submissions arrive, email is provided, or phone is providedβso you can create leads, update opportunities, and set statuses without manual follow-up.
How this automation creates follow-up-ready CRM leads
When new Typeform entries come in, lead data can sit unused and follow-up timing slips. This automation filters submission value and finds or creates leads and updates opportunitiesβso your team can act on accurate records instantly.
Typeformor swap with your favorite app
2.Apply value threshold filter
Integrate Filter by Zapier and automation rules to evaluate the form value field against your configured threshold.
Filter by Zapieror swap with your favorite app
3.Find or create a lead
Integrate Close and contact mapping tools to search by email or phone and create a lead when no match exists.
Closeor swap with your favorite app
4.Update lead and opportunity
Integrate Close and crm field mapping to update lead and opportunity fields and set the status for the chosen path.
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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