1.Catch new intake submission
Integrate Typeform and form capture tools to process the new entry payload and map it to contact fields for CRM creation.
Create buyer intake leads and assign agent owner
Automatically catch new buyer intake submissions in Typeform and pass them across your CRM and enrichment stack. Create and update intake contacts and assign the right agent owner when agent identifiers matchβso you can scale lead intake without manual entry or routing.
How this automation routes buyer intake leads
When new buyer intake entries arrive, unassigned leads can stall follow-up and waste sales time. This automation catches submissions in Typeform, looks up agent ownership, and creates or updates CRM contacts with intake tags and assignmentβso your team can follow up fast.
Typeformor swap with your favorite app
2.Split and lookup agent identifier
Integrate Formatter by Zapier and data normalization tools to split the agent email fragment and generate a normalized identifier for lookup.
Formatter by Zapieror swap with your favorite app
3.Find matching agent record
Integrate Follow Up Boss and CRM search tools to locate the agent record by the normalized identifier or email.
Follow Up Bossor swap with your favorite app
4.Create or update intake contact
Integrate Follow Up Boss and CRM record management tools to set stage to Lead, add intake tags, and assign the found owner id.
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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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