1.Captures new submission
Integrate Typeform, form capture tools, and routing logic to trigger on each new entry and capture submission details.
Create prospect and send welcome email to leads
Automatically capture new Typeform entries across Typeform and outreach apps. Create and update prospect records and send welcome emails when new form entry, eligible submission arrives, or target-country response is receivedβso you can format contacts, match prospect records, and start outreach without manual follow-up.
How this automation accelerates your lead outreach
When a new Typeform entry lands, leads can stall if data stays unformatted and records are updated late. This automation formats submissions, finds or creates prospects across your databases and sheets, and sends a welcome emailβso your team can outreach at the right moment.
Typeformor swap with your favorite app
2.Formats and normalizes fields
Integrate Formatter by Zapier and data formatting tools to format submission dates, normalize phone numbers, and lowercase emails.
Formatter by Zapieror swap with your favorite app
3.Finds or creates prospect
Integrate Zapier Tables and data lookup tools to find a prospect by email and create or update the record.
Zapier Tablesor swap with your favorite app
4.Upserts prospect row
Integrate Google Sheets and spreadsheet tools to look up by email and update the matching row or add a new one.
Google Sheetsor swap with your favorite app
5.Sends welcome email
Integrate Microsoft Outlook and email templates to send the configured welcome email and map prospect details into it.
Microsoft Outlookor 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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