1.New entry triggers workflow
Integrate Typeform and form intake tools to detect new form submission data and start lead capture.
Create CRM lead and welcome email from form
Automatically monitor new form entries across Typeform, Google Contacts, Pipedrive, and Brevo. Create and update when form submission received, email captured, or phone captured β so you can create contacts, generate leads, and send confirmations without manual follow-up.
How this automation creates your new leads
When a new form entry arrives, manual lead capture can stall outreach and leave sales without context. This automation creates contacts, finds or creates CRM people, and creates leads with notes and a confirmation emailβso your team can follow up fast.
Typeformor swap with your favorite app
2.Create contact from form values
Integrate Google Contacts and contact mapping to create a contact from name, email, and phone only when available.
Google Contactsor swap with your favorite app
3.Find or create person by email
Integrate Pipedrive and CRM identity tools to find or create a person using the form email for downstream linking.
Pipedriveor swap with your favorite app
4.Create a lead record
Integrate Pipedrive and lead tracking to create a lead tied to the person and map submission fields to custom fields.
5.Attach submission note
Integrate Pipedrive and note taking tools to add the full form responses as a note linked to the lead and person.
6.Send transactional confirmation email
Integrate Brevo and email templates to send a confirmation to the form email with next step links and reply-to.
Brevoor swap with your favorite app
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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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