1.Captures new form entry
Integrate Typeform and form response tools to receive submissions and extract fields to create lead-ready data.
Create or update qualified leads from application forms
Automatically monitor form submissions across Typeform, Close, and Slack. Create and update leads when form entries arriveβso you can create CRM lead records, notify your team with details, and qualify outreach without manual data entry.
How this automation qualifies your CRM leads
When a new application form entry lands, delays can break same-day outreach. This automation captures responses, creates Close leads, and notifies your teamβso your team can reach prospects quickly.
Typeformor swap with your favorite app
2.Creates CRM lead
Integrate Close and CRM lead fields to map contact details and notes to create a new lead record.
Closeor swap with your favorite app
3.Sends lead summary to team
Integrate Slack and team messaging channels to post a submission recap and link to the created lead.
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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