1.Detect new entry form submissions
Integrate Typeform, form capture tools, and submission data to detect new energy analysis entries.
Create CRM leads from energy analysis form submissions
Automatically monitor energy feasibility form submissions across Typeform. Create CRM leads and send sales notifications when new entries arrive, so you can speed up outreach, reduce manual entry, and improve pipeline coverage without manual lead chasing.
How this automation accelerates new lead follow-up
When energy analysis form submissions come in, delays can stall sales and ops response. This automation creates CRM lead records and sends outbound notifications, so your team can follow up at the moment intent is captured.
Typeformor swap with your favorite app
2.Creates CRM lead records
Integrate Microsoft Dynamics 365 CRM and CRM fields to create lead records with mapped contact details and estimate inputs.
Microsoft Dynamics 365 CRMor swap with your favorite app
3.Sends sales notification email
Integrate Email by Zapier and email templates to send outbound notifications with key fields and the new lead record link.
Email by Zapieror 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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