1.Detect new responses
Integrate Heyflow and lead capture forms to watch new submissions and trigger downstream lead enrichment.
Create qualified lead and send follow-up message to intake
Automatically detect new Heyflow responses across Zapier Tables, Formatter by Zapier, Close, Delay by Zapier, and TimelinesAI. Create and update when email is captured, phone numbers exist, or pricing matchesβso you can enrich pricing, create CRM leads, and send follow-up messages without manual follow-up outreach.
How this automation accelerates qualified lead follow-up
When new Heyflow responses arrive, submissions can stall and follow-up can get mistimed. This automation enriches leads with pricing and sends timed outreachβso your team can convert more qualified inquiries without manual follow-up.
Heyflowor swap with your favorite app
2.Find matching pricing
Integrate Zapier Tables and pricing lookup tools to find a price row from karat, color, and cut and enrich leads.
Zapier Tablesor swap with your favorite app
3.Clean values and format phone
Integrate Formatter by Zapier and data formatting tools to strip symbols, normalize decimals, and format phone numbers for outreach.
Formatter by Zapieror swap with your favorite app
4.Create lead in CRM
Integrate Close and CRM records to create a new lead, set opportunity value, and apply the configured opportunity stage.
Closeor swap with your favorite app
5.Wait before outreach
Integrate Delay by Zapier and conditional timing to pause for 5 minutes when a phone number exists to avoid duplicates.
Delay by Zapieror swap with your favorite app
6.Send templated follow-up
Integrate TimelinesAI and message templates to send a templated outreach message mapped to the formatted phone number.
TimelinesAIor 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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