1.Captures new application entry
Integrate Typeform and form submission workflows to capture new entries and route them into lead processing.
Add qualified leads from application entries to CRM
Automatically monitor Typeform new entry webhooks for application entries across Typeform, Formatter by Zapier, Close, and Slack. Create and update when application submitted, webhook entry received, or phone capturedβso you can match leads by phone, upsert CRM records, and notify the sales channel without manual lead entry.
How this automation qualifies new application leads
When a Typeform new entry webhook arrives, leads can sit unworked and opportunities slip. This automation formats phone numbers, finds or upserts CRM leads, and notifies salesβso your team can respond with the right context.
Typeformor swap with your favorite app
2.Normalizes phone numbers
Integrate Formatter by Zapier and data formatting tools to normalize phone fields for reliable lead matching.
Formatter by Zapieror swap with your favorite app
3.Finds a matching lead
Integrate Close and CRM search tools to find leads by formatted phone and then by email.
Closeor swap with your favorite app
4.Creates or updates the lead
Integrate Close and CRM field mapping tools to create a new lead or update status and source fields.
5.Sends sales channel notification
Integrate Slack and team messaging workflows to post applicant details and share the lead link when available.
Slackor swap with your favorite app
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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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