1.Monitors new form submissions
Integrate Typeform and lead capture tools to detect new form submission entries and trigger downstream lead creation.
Create or update leads from application form and notify sales
Automatically monitor form submissions across Typeform and route qualified leads using Zapier Tables and Close. Create and update CRM leads and notify sales when submissions qualify, phone is valid, or required answers appearβso you can assign owners, update lead details, and message the team without manual follow-up.
How this automation accelerates your sales follow-up
When new form submissions land with unclear ownership, delays can stall outreach and lose high intent leads. This automation filters and formats qualifying entries, looks up the right owner, and updates Close records while notifying salesβso your team can follow up immediately.
Typeformor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and automation rules to gate only qualifying entries and continue the workflow for the right leads.
Filter by Zapieror swap with your favorite app
3.Formats the submission date
Integrate Formatter by Zapier and mapping tools to format the submission timestamp into a readable date string.
Formatter by Zapieror swap with your favorite app
4.Finds the owner lookup
Integrate Zapier Tables and routing data tools to look up the lead owner and return an owner ID when available.
Zapier Tablesor swap with your favorite app
5.Creates or updates the lead
Integrate Close and CRM records to find leads by email and update or create a lead and initial opportunity.
Closeor swap with your favorite app
6.Notifies the sales channel
Integrate Slack and message formatting tools to post submission details and the assigned owner so reps can act quickly.
Slackor 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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