1.Monitors new entry submission
Integrate Typeform and form capture tools to receive each new entry and to centralize submitted lead inputs.
Create application and lead records from form entry
Automatically monitor new form submissions across Typeform and Resthook. Create application and lead records and log traffic sources when form submissions arrive or qualifyβso you can match leads, capture application context, and attribute conversions without manual data entry.
How this automation creates application and lead records
When new form entries come in, leads can go unlinked and attribution stays incomplete. This automation captures submissions, finds or creates lead records, and creates linked application and traffic source recordsβso your team can act with full context.
Typeformor swap with your favorite app
2.Finds matching lead by email
Integrate Airtable and CRM database tools to search the Leads table by email and to reuse the found lead record.
Airtableor swap with your favorite app
3.Creates application record
Integrate Airtable and record management tools to create an application record and to store the response payload as notes.
4.Creates traffic source record
Integrate Airtable and attribution tracking tools to create a traffic source record and to link ids for source context.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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