1.Captures new form submissions
Integrate Typeform and lead capture workflows to ingest submission data for new lead creation.
Create event leads and follow-up task for reps
Automatically capture event form submissions across Typeform and Salesforce. Create and update when form submitted, entries verified, or submissions qualifiedβso you can create leads, assign follow-up tasks, and add leads to campaigns without manual follow-up.
How this automation creates qualified event follow-up leads
When event form entries arrive, delays can cause missed follow-ups and duplicate CRM work. This automation captures submissions and resolves contacts, formats fields, then creates leads and tasks and adds them to event campaignsβso your team can follow up fast.
Typeformor swap with your favorite app
2.Finds contact by email
Integrate Salesforce and CRM search to locate existing contacts and prevent duplicate lead creation.
Salesforceor swap with your favorite app
3.Skips existing contact matches
Integrate Filter by Zapier and qualification logic to continue only when no matching record exists.
Filter by Zapieror swap with your favorite app
4.Normalizes phone numbers
Integrate Formatter by Zapier and data formatting to standardize mobile numbers before writing to CRM.
Formatter by Zapieror swap with your favorite app
5.Finds or creates leads
Integrate Salesforce and CRM mapping to create or update a lead with event source fields.
6.Creates tasks and adds to campaign
Integrate Salesforce and task tracking to create follow-up tasks and add the lead to the event campaign.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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