1.Captures each new form entry
Integrate Typeform and form workflows to capture each new submission and pass source fields to the workflow.
Create qualified leads and log submissions for sales
Automatically capture new form submissions across Typeform and Slack and route enriched lead details. Create and update contact and lead records when submissions arrive, add a submission log, and alert salesβso you can enrich phone fields, assign follow-up, and track outcomes without manual reporting.
How this automation qualifies leads faster
When new Typeform entries arrive, leads can stall and reps may outreach to incomplete data. This automation captures submissions, enriches phone details, upserts contacts and leads, appends a log row, and alerts the teamβso your pipeline starts with usable info.
Typeformor swap with your favorite app
2.Enriches phone details with AI
Integrate AI by Zapier and enrichment tools to parse phone data and add country and prefix fields for contact use.
AI by Zapieror swap with your favorite app
3.Creates or updates contact
Integrate ActiveCampaign and CRM fields to create or update contact records and store phone and AI enrichment data.
ActiveCampaignor swap with your favorite app
4.Finds or creates lead in Close
Integrate Close and sales CRM objects to match by email, update lead fields, and attach the submission activity.
Closeor swap with your favorite app
5.Appends submission log row
Integrate Google Sheets and reporting tools to append a row with submission metadata for lead tracking.
Google Sheetsor swap with your favorite app
6.Posts lead alert for reps
Integrate Slack and team messaging to send a summary with contact details and the lead link for quick outreach.
Slackor 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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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