1.Watch new application entries
Integrate Typeform to catch new entry submissions and route applicant details into your lead workflow
Create lead from applicant submissions for pipeline review
Automatically create CRM leads from new application form entries across Typeform and Close. Create and update when new application entry, form answers submitted, or submission completion recordedβso you can create leads, add context notes, and assign stage updates without manual lead entry.
How this automation accelerates your pipeline review
When Typeform new entry submissions arrive, reps can lose same-day context and delay outreach. This automation creates leads and adds notes in Closeβso your team can review opportunities faster without manual typing.
Typeformor swap with your favorite app
2.Creates lead in Close
Integrate Close to create a lead with contact fields and the submitted opportunity value for review
Closeor swap with your favorite app
3.Creates note on the lead
Integrate Close to create a plain-text note from form answers and attach it using the lead ID
Automate your work, your way
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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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