1.Detect new entry via webhook
Integrate Typeform and webhook handling to detect new form submissions for lead creation.
Create and add web form leads to campaign
Automatically capture new form submissions across Typeform and send them into Salesforce. Create and update when a lead email matches, create new leads when no match exists, or update existing leads to keep campaign membership accurateβso you can protect pipeline data and avoid manual data cleanup.
How this automation updates your campaign lists
When new Typeform entries come in, leads can land in the wrong place and campaign membership can drift. This automation finds existing Salesforce leads, creates new leads, adds them to a configured campaign, and updates recordsβso your team can act with confidence.
Typeformor swap with your favorite app
2.Find lead by email
Integrate Salesforce and CRM search tools to find existing leads by email and avoid duplicate records.
Salesforceor swap with your favorite app
3.Branch create or update
Integrate Zapier filters and routing logic to continue only for qualifying records and choose the right path.
Filter by Zapieror swap with your favorite app
4.Create lead in Salesforce
Integrate Salesforce and lead mapping tools to create a new lead and apply assignment rules.
5.Add lead to campaign
Integrate Salesforce and campaign management tools to add the created lead to the configured campaign.
6.Update existing lead
Integrate Salesforce and CRM update tools to sync fields and ensure the lead is a campaign member.
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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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