1.Catches new submission
Integrate Typeform and form capture tools to extract submission fields and UTM context to create lead-ready data.
Create new sales lead, set status, and notify reps
Automatically catch form submissions across Typeform, Close, LeadConnector, Airtable, and Slack. Create and update when form submission qualifies, lead custom fields map, or rep alert sendsβso you can route leads, update CRM fields, and message reps without manual routing.
How this automation accelerates your new lead follow-up
When new form submissions arrive and require manual triage, lead follow-up can slow down and opportunities slip. This automation catches submissions, creates and updates leads, and notifies the assigned repβso your team can respond immediately.
Typeformor swap with your favorite app
2.Creates CRM lead
Integrate Close and data mapping tools to create the lead record, set the initial status, and store custom fields.
Closeor swap with your favorite app
3.Adds or updates contact
Integrate LeadConnector and contact tagging to map fields, add nurture tags, and keep lead and contact records aligned.
LeadConnectoror swap with your favorite app
4.Finds assigned rep
Integrate Airtable and team directory lookup to search for the assigned rep and return the first matching record.
Airtableor swap with your favorite app
5.Sends rep message
Integrate Slack and messaging tools to send a direct alert to the rep with contact method and campaign source.
Slackor swap with your favorite app
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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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