1.Captures new form entry
Integrate Typeform and form data tools to capture each submission payload and hidden UTM fields for lead intake.
Create marketing lead and response record from survey
Automatically capture each survey submission across Typeform, Marketo, and Clay. Create and enrich lead records when new entry submitted, hidden UTM fields detected, or email matches foundβso you can create leads, batch intake work, and log responses without manual follow-up.
How this automation creates lead records from surveys
When new survey entries arrive, follow-up can lag and lead context can be missing. This automation captures each Typeform submission, finds or creates leads in Marketo and logs the full response into Clayβso your team can respond with complete intake data.
Typeformor swap with your favorite app
2.Finds or creates the lead
Integrate Marketo and CRM mapping tools to find by email and map name, title, company, and survey answers to lead fields.
Marketoor swap with your favorite app
3.Delays processing for review
Integrate Delay by Zapier and batching tools to pause for 60 minutes before writing the intake record.
Delay by Zapieror swap with your favorite app
4.Creates the intake table record
Integrate Clay and intake tables to write a full response row with campaign fields and response summary.
Clayor swap with your favorite app
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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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