1.Creates a new form lead entry
Integrate Typeform and form submission fields to map respondent name, email, and project details into a new lead entry.
Create lead record from design request and send email
Automatically catch new Typeform design and price submissions across Typeform, Formatter by Zapier, Google Sheets, Delay by Zapier, and Gmail. Create and update when design requests arrive, pricing requests appear, or entries are submittedβso you can standardize lead fields, create intake rows, and send acknowledgements without manual follow-up.
How this automation accelerates lead intake
When Typeform submissions arrive without a consistent process, leads wait longer and follow-up quality drops. This automation maps fields, creates intake rows, and sends acknowledgement emails after a short delayβso your team can respond fast.
Typeformor swap with your favorite app
2.Standardizes buyer type and tags
Integrate Formatter by Zapier and lookup tables to standardize submitter type and project tags for lead intake.
Formatter by Zapieror swap with your favorite app
3.Adds a lead row to the worksheet
Integrate Google Sheets and spreadsheet columns to create a new intake row with standardized fields and raw notes.
Google Sheetsor swap with your favorite app
4.Pauses before the email sends
Integrate Delay by Zapier and validation buffers to wait 5 minutes for formulas and quick checks.
Delay by Zapieror swap with your favorite app
5.Sends an acknowledgement email
Integrate Gmail and email templates to send an acknowledgement to the mapped contact email with the project summary.
Gmailor swap with your favorite app
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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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