1.Monitors form submissions
Integrate Typeform and form capture tools to detect new entry submissions to collect inquiry details.
Create new lead from menu inquiry form instantly
Automatically monitor Typeform form submission across Typeform and Close. Get instant alerts when new form submission, inquiry details are captured, or free-text notes are addedβso you can create lead records, update lead status, and notify bookings without manual lead handoff.
How this automation accelerates your bookings response
When Typeform submissions come in, delayed handoffs can slow down catering and menu bookings. This automation creates leads in Close and posts Slack alertsβso your team can act on inquiries fast.
Typeformor swap with your favorite app
2.Creates CRM lead record
Integrate Close, CRM fields, and lead routing tools to create a lead to set the inquiry stage.
Closeor swap with your favorite app
3.Sends bookings channel alert
Integrate Slack, team messaging tools, and CRM linking to send a formatted summary to notify bookings instantly.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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