1.Captures new resource request entry
Integrate Typeform and form data tools to capture each submission and create the lead intake trigger.
Create and route lead from resource request form
Automatically capture new resource request submissions across Typeform and your lead stack. Create or update leads, tag by partner or campaign, and trigger nurture plus tracking actionsβso you can respond without manual lead capture or follow-up work.
How this automation routes new resource requests into leads
When new resource request entries arrive, delays can leave interested people untracked. This automation finds or creates leads, adds partner tags and nurture list access, and appends reporting rowsβso your team can follow up while intent is fresh.
Typeformor swap with your favorite app
2.Finds or creates lead and contact
Integrate Close and CRM lead management to find by email, or create a new lead and primary contact.
Closeor swap with your favorite app
3.Looks up campaign or partner
Integrate Zapier Tables and partner lookup data to map the campaign code to a partner tag for use.
Zapier Tablesor swap with your favorite app
4.Adds contact to nurture list
Integrate ActiveCampaign and marketing lists to add the contact, apply partner tags, and subscribe to the nurture list.
ActiveCampaignor swap with your favorite app
5.Subscribes and logs CRM activity
Integrate Close and CRM notes tools to subscribe to sequence(s), set status, and create an activity note for the submission.
6.Appends tracker row for reporting
Integrate Google Sheets and reporting sheets to append a tracker row with lead ID, tags, codes, and CRM link.
Google Sheetsor 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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