1.Monitor new Typeform entries
Integrate Typeform and form handling tools to catch new entries and trigger lead processing.
Create new lead and task from form entry
Automatically monitor new Typeform entries across Typeform and Salesforce. Create and update when entries arriveβso you can create lead records, schedule follow-up tasks, and add leads to campaigns without manual follow-up.
How this automation accelerates lead follow-up
When form submissions pile up without deduplication, leads can be missed and follow-ups delay. This automation finds contacts, filters duplicates, formats phones, creates leads and tasks, and enrolls prospects into campaignsβso your team can act fast.
Typeformor swap with your favorite app
2.Find contact by email
Integrate Salesforce and CRM data tools to search for existing contacts by email before creating records.
Salesforceor swap with your favorite app
3.Continue only when no match
Integrate Filter by Zapier and dedupe rules to stop the flow when a matching contact already exists.
Filter by Zapieror swap with your favorite app
4.Formats phone to E.164
Integrate Formatter by Zapier and phone normalization tools to format submitted phone numbers consistently.
Formatter by Zapieror swap with your favorite app
5.Creates Salesforce lead
Integrate Salesforce and CRM record tools to create a new lead with mapped fields and submission notes.
6.Creates follow-up task and campaign
Integrate Salesforce and task scheduling tools to create a high-priority follow-up and add the lead to a campaign.
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Explore all lead generation automations
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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