1.Monitor new form entries
Integrate Typeform to trigger lead creation when a new entry is submitted.
Create CRM lead from web form with parsed phone
Automatically parse phone numbers and model fields from Typeform submissions across Zapier and Salesforce. Create and update CRM leads when submissions qualify and phone gets confirmedβso you can standardize contact details, populate CRM fields, and prepare sales-ready records without manual data cleanup.
How this automation creates sales-ready leads
When web form submissions contain inconsistent phone inputs, follow-up gets delayed and CRM data stays incomplete. This automation transforms fields, filters qualifying submissions, creates and updates Salesforce lead recordsβso your team can contact leads at the moment phone details are confirmed.
Typeformor swap with your favorite app
2.Normalize model and phone inputs
Integrate Formatter by Zapier and data formatting tools to map model and version, and to format phone digits.
Formatter by Zapieror swap with your favorite app
3.Filter qualifying submissions
Integrate Filter by Zapier and routing rules to continue only for required qualifying contact submissions.
Filter by Zapieror swap with your favorite app
4.Create a CRM lead record
Integrate Salesforce and CRM field mapping to create a lead and capture the new Lead record ID.
Salesforceor swap with your favorite app
5.Wait for phone confirmation
Integrate Filter by Zapier and validation checks to continue only if the phone confirmation field is present.
6.Update lead with confirmed phone
Integrate Salesforce and CRM updates to overwrite or populate the lead phone field using the created Lead ID.
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Set up in minutes
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.
See how teams are automating with Zapier (and loving it!)
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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