1.Monitors new entry submissions
Integrate Typeform and webhook or polling tools to trigger processing for each new submission and capture submission details.
Create and update lead from application form submissions
Automatically watch Typeform new entry submissions across Close. Create and update leads and activities when new form submission, email captured, or application answers receivedβso you can update records, preserve audit notes, and notify enrollment without manual data entry.
How this automation keeps lead records current
When new application submissions land and details stay unlinked, response delays can hurt enrollment outcomes. This automation listens for Typeform submissions, finds matching leads, updates or creates leads, and creates a linked Close activityβso your team can follow up faster.
Typeformor swap with your favorite app
2.Finds lead by email
Integrate Close and CRM data tools to search leads by email and return matching lead records.
Closeor swap with your favorite app
3.Updates or creates lead
Integrate Close and CRM field mapping to update existing leads or create new ones with contact and application details.
4.Creates custom activity
Integrate Close and CRM activity tools to create a linked activity and attach submission timestamps and full response notes.
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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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