1.Monitors new form entry
Integrate Typeform and form submission tools to capture new entry details and trigger lead creation workflows.
Create qualified lead and opportunity from form submission
Automatically monitor new form entries across Typeform and Close. Create and update records when qualified submissions arriveβso you can create leads, set Qualified stage, and open starter opportunities without manual follow-up.
How this automation creates qualified leads from form submissions
When new form entries arrive, untracked leads can stall outreach and waste rep time. This automation finds or creates a lead, updates qualification, and creates an opportunityβso your team can act fast.
Typeformor swap with your favorite app
2.Finds lead by email or phone
Integrate Close, CRM search tools, and contact matching to find an existing lead or prepare creation when no match exists.
Closeor swap with your favorite app
3.Updates lead to Qualified stage
Integrate Close and CRM enrichment tools to map submission fields and set lead status to the Qualified stage.
4.Adds note and creates opportunity
Integrate Close and CRM record tools to add a submission summary note and create a starter opportunity.
5.Delays before owner notification
Integrate Delay by Zapier and pacing tools to pause processing for the configured interval before sending updates.
Delay by Zapieror swap with your favorite app
6.Sends SMS to assigned owner
Integrate ClickSend SMS and messaging tools to send a mapped summary to the configured owner phone.
ClickSend SMSor swap with your favorite app
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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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