1.Captures new form submission
Integrate Typeform and form payload capture to parse submission details and to route lead data into conversion mapping.
Create lead conversions from form respondents for campaign managers
Automatically monitor Typeform form submissions across Typeform and RD Station. Create and update conversion records when qualifying submissions include a valid email, selections match your intent, or UTM fields arriveβso you can enter nurture pipelines, enrich campaign context, and trigger qualification without manual data entry.
How this automation creates conversion records for marketing
When form responses arrive without consistent campaign context, leads stall and attribution breaks. This automation captures form submissions, filters and normalizes key fields, and creates conversion events in RD Stationβso your team can scale qualification without manual steps.
Typeformor swap with your favorite app
2.Screens qualifying submissions
Integrate Filter by Zapier and validation rules to continue only when a valid email and intent criteria are present.
Filter by Zapieror swap with your favorite app
3.Normalizes phone and UTM
Integrate Formatter by Zapier and data normalization tools to format phone to E.164 and standardize UTM values.
Formatter by Zapieror swap with your favorite app
4.Creates conversion event
Integrate RD Station and CRM conversion mapping to create conversion records with contact and campaign context.
RD Stationor swap with your favorite app
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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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