1.Monitors new form entries
Integrate Typeform to trigger on each new submission and pass the payload forward for lead creation.
Create project intake leads from client form submissions
Automatically monitor new Typeform entries across Typeform, LeadConnector, and Slack. Create and update when qualifying submissions match filters, email is provided, or project fields are completeβso you can create contact records, create linked opportunities, and alert the intake channel without manual follow-up.
How this automation accelerates your project intake
When new form submissions come in, slow manual qualification can delay intake and handoff. This automation adds and updates contacts and opportunities and posts intake alerts in real timeβso your team can review immediately.
Typeformor swap with your favorite app
2.Checks qualifying submission criteria
Integrate Filter by Zapier to continue only for qualifying submissions based on required email or project fields.
Filter by Zapieror swap with your favorite app
3.Adds or updates lead contacts
Integrate LeadConnector to map submission fields and mark records as leads for contact creation or updates.
LeadConnectoror swap with your favorite app
4.Adds or updates linked opportunities
Integrate LeadConnector to create linked opportunities and map project fields into the configured pipeline and stage.
5.Sends intake channel notification
Integrate Slack to post a contact summary, response excerpt, and a record link to the intake channel.
Slackor swap with your favorite app
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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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