1.Captures new response
Integrate Heyflow and response mapping tools to capture core fields and map name, email, phone, and product attributes to lead context.
Create and message new sales lead from form
Automatically capture new response fields across Heyflow, Zapier Tables, Formatter by Zapier, Close, and TimelinesAI. Create and update when new form response submitted or product selection captured or contact email providedβso you can look up pricing, format contact details, and send templated messaging without manual follow-up.
How this automation accelerates lead outreach
When Heyflow new responses arrive, delayed follow-up can lower conversion rates. This automation finds pricing details and formats contact fields and sends templated messagesβso your team can reach prospects faster.
Heyflowor swap with your favorite app
2.Finds record in pricing table
Integrate Zapier Tables and pricing table lookups to search your configured pricing table and return matching price and product metadata.
Zapier Tablesor swap with your favorite app
3.Formats price and phone
Integrate Formatter by Zapier and data formatting tools to clean the returned price and format the phone for outreach.
Formatter by Zapieror swap with your favorite app
4.Creates or updates lead
Integrate Close and CRM matching workflows to match by email, then create or update contact and set opportunity value from formatted price.
Closeor swap with your favorite app
5.Sends templated message
Integrate TimelinesAI and messaging templates to send a qualifying question using the formatted phone only for valid numbers.
TimelinesAIor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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