1.Capture new entry submission
Integrate Typeform to map submission fields and create the lead input data you can use for lead enrichment.
Create lead records and notify sales team for follow-up
Automatically monitor new form submissions across Typeform and map responses to enriched lead data in Close and Airtable. Notify the assigned setter in Slack when booking status is ready so you can create leads, enrich records, and trigger outreach without manual follow-up.
How this automation accelerates your follow-up
When new Typeform entries arrive, delays can cause lost timing for outreach and follow-up. This automation captures submissions and finds or creates leads, updates lead and contact records, and notifies the assigned setterβso your team can act fast.
Typeformor swap with your favorite app
2.Find or create lead
Integrate Sub-Zap by Zapier to search for the lead and return a lead ID for downstream updates.
Sub-Zap by Zapieror swap with your favorite app
3.Update lead status and metadata
Integrate Close to update the lead status and store campaign metadata in lead custom fields.
Closeor swap with your favorite app
4.Update contact custom fields
Integrate Close to update the matching contact and map qualifier answers into contact custom fields.
5.Wait before booking check
Integrate Delay by Zapier to pause for 8 minutes so booking status can be captured before outreach.
Delay by Zapieror swap with your favorite app
6.Find assigned setter in mapping table
Integrate Airtable to look up the assigned setter using the Close user ID in your team mapping table.
Airtableor 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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