1.Detect new form submission
Integrate Typeform and form submission workflows to capture each submission and start the lead intake process.
Add master lead record from contact form submissions
Automatically monitor Typeform new entry submissions across Typeform, Google Sheets, Sub-Zap by Zapier, ActiveCampaign, and Gmail. Create and update master lead records when submissions arrive or dedupe checks confirm matches or validation passesβso you can capture leads, update lists, and send confirmations without manual follow-up paperwork.
How this automation creates unified lead records
When new Typeform entries come in, leads can get duplicated and follow-ups get delayed. This automation finds duplicates, creates a master lead record, and updates your marketing list and confirmations so your team can capture and nurture leads fast.
Typeformor swap with your favorite app
2.Find row for dedupe check
Integrate Google Sheets and lookup tools to find matching distributors or prior leads for duplicate detection.
Google Sheetsor swap with your favorite app
3.Run duplicate and validation checks
Integrate Sub-Zap by Zapier and validation tools to return a dedupe flag and validation results.
Sub-Zap by Zapieror swap with your favorite app
4.Create row in master leads
Integrate Google Sheets and data mapping tools to create the master lead row with tracked fields.
5.Find or create contact and add list
Integrate ActiveCampaign and marketing list tools to find or create contacts, apply tags, and add consenting leads.
ActiveCampaignor swap with your favorite app
6.Send confirmation email
Integrate Gmail and messaging tools to send a confirmation recap and next steps to the submitter.
Gmailor swap with your favorite app
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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.
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