1.Detect new form submission
Integrate Typeform and form submission tools to trigger when a new entry arrives with the core submission fields.
Create enriched CRM leads from post-sale customer forms
Automatically monitor Typeform form submissions across Typeform and Salesforce. Create and update CRM leads when new entries indicate booking, phone requests, or new BDC typeβso you can format phone data, create leads, and update outcomes without manual data entry.
How this automation creates enriched CRM leads
When post-sale form submissions arrive in disconnected tools, lead data gets delayed and incomplete. This automation receives Typeform entries, normalizes phone details, creates Salesforce leads, and updates lead locations and outcomesβso your team qualifies faster.
Typeformor swap with your favorite app
2.Normalize phone number
Integrate Formatter by Zapier and phone parsing tools to split country code and extract the national number.
Formatter by Zapieror swap with your favorite app
3.Create enriched CRM lead
Integrate Salesforce and CRM mapping tools to create a lead and map name, email, phone, vehicle details, and source.
Salesforceor swap with your favorite app
4.Route by booking intent
Integrate Filter by Zapier and conditional routing tools to continue only when submission indicates online booking or phone booking.
Filter by Zapieror swap with your favorite app
5.Resolve branch location
Integrate Microsoft Excel and lookup tools to find the location reference from the submitted branch name.
Microsoft Excelor swap with your favorite app
6.Update lead with outcomes
Integrate Salesforce and CRM update tools to write lead location and outcome details for booking and phone requests.
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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.
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