1.Maps new form entry fields
Integrate Typeform and lead capture forms to map submission fields to lead custom fields.
Create qualified lead and alert setter when unbooked
Automatically watch Typeform submissions across Typeform and CRM tools. Create and update leads when entries arrive, then find unbooked status and message the right setterβso you can escalate qualified prospects without manual lead sorting or follow up.
How this automation escalates unbooked prospects
When Typeform submissions come in and booking status is not confirmed, qualified leads can get missed. This automation maps new entries into Close leads, checks unbooked status after a short delay, and notifies the right setterβso your team reaches prospects fast.
Typeformor swap with your favorite app
2.Creates CRM lead record
Integrate Close and CRM pipelines to create a lead from Typeform outputs and write custom fields.
Closeor swap with your favorite app
3.Delays validation for 8 minutes
Integrate Delay by Zapier and scheduling tools to pause the flow so booking attempts can complete.
Delay by Zapieror swap with your favorite app
4.Evaluates booking status and updates lead
Integrate Close and CRM status checks to find the lead, evaluate status, and update stage and tag for outreach.
5.Resolves setter Slack contact
Integrate Airtable and routing lookups to find the setter record by CRM owner id.
Airtableor swap with your favorite app
6.Sends setter direct message
Integrate Slack and team chat to send a direct message with lead summary and call to action to call and book.
Slackor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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Step 1
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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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