1.Detect new form response
Integrate Typeform and form submission tools to capture each new form response and create a lead-ready payload.
Create qualified lead from form and notify sales team
Automatically monitor new Typeform form responses across Typeform and Close. Create and update when submissions include contact details, AI summaries are ready, and sales alerts are sentβso you can create leads, add notes, and notify closers without manual data cleanup.
How this automation accelerates lead outreach
When a new form response comes in, leads can stall before sales can act. This automation normalizes contact details and create or update leads while generating summaries and notifying your sales channelβso your team can reach prospects immediately.
Typeformor swap with your favorite app
2.Normalize contact details
Integrate Formatter by Zapier and data cleanup tools to standardize phone and extract clean contact email for the lead record.
Formatter by Zapieror swap with your favorite app
3.Find or create lead
Integrate Close and CRM tools to match by email and upsert lead contact fields and custom campaign values.
Closeor swap with your favorite app
4.Generate lead summary
Integrate AI by Zapier and summarization tools to turn submission answers into a concise lead summary for sales.
AI by Zapieror swap with your favorite app
5.Add note and update lead
Integrate Close and CRM tagging tools to add the AI summary note and update lead status and program tag.
6.Post sales alert message
Integrate Slack and team notifications tools to send the lead name, summary excerpt, and contact details to sales alerts.
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
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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