1.New entry webhook arrives
Integrate Typeform and webhook handling to map submission fields and utm values to lead attributes.
Create qualified lead records from investor form responses
Automatically capture new investor form submissions across Typeform and Zapier Formatter, then normalize and enrich lead attributes in SharpSpring. Create and update lead records when submissions arrive, so you can route qualified leads, enrich intent and budget tags, and start outreach without manual data entry.
How this automation creates qualified lead records
When new investor form entries land, untagged leads and missing context can slow outreach and waste sales time. This automation maps submission fields and normalizes intent and budget, then creates or updates lead records in SharpSpringβso your team can act fast.
Typeformor swap with your favorite app
2.Lookup and normalize lead intent
Integrate Formatter by Zapier and lookup tables to normalize intent, ownership, strategy, and budget range into values.
Formatter by Zapieror swap with your favorite app
3.Compose lead attribute payload
Integrate Formatter by Zapier and data assembly to compose a compact payload for lead attributes.
4.Create or update lead record
Integrate SharpSpring and CRM lead fields to create or update leads, set status, and store submission timestamps.
SharpSpringor swap with your favorite app
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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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