1.Captures form submission data
Integrate Typeform to map submission fields to contact and lead source data for lead creation and outreach context.
Create lead and start welcome message to prospects
Automatically capture Typeform new entry submissions across Typeform, Zoho CRM, and Spoki. Create and update when entries are submitted or UTM details appearβso you can create CRM leads, start welcome messages, and attach campaign context without manual lead entry work.
How this automation launches welcome outreach
When new Typeform entries come in, response and outreach context can get lost in manual triage. This automation captures submission data, creates Zoho CRM leads, and starts Spoki messagingβso your team can reach prospects quickly.
Typeformor swap with your favorite app
2.Creates a new CRM lead
Integrate Zoho CRM to create a lead with owner, initial status, and form metadata from the submission.
Zoho CRMor swap with your favorite app
3.Starts the messaging automation
Integrate Spoki to start a welcome message workflow using phone and/or email plus name and source context.
Spokior swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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