1.Captures new form response
Integrate Heyflow and form field mapping tools to capture the submission and extract qualification details to create lead inputs.
Create qualified leads from form responses to CRM
Automatically capture new form responses across Heyflow and Close. Create and update when phone fields normalize and leads qualifyβso you can create CRM leads, add contacts, and send confirmation SMS without manual lead entry.
How this automation creates qualified CRM leads
When new form responses arrive, slow manual entry can cause missed outreach windows and low lead response rates. This automation captures submissions, creates leads and contacts, so your team can follow up faster.
Heyflowor swap with your favorite app
2.Normalizes phone to E.164
Integrate Formatter by Zapier and data formatting tools to convert phone inputs to E.164 format so you can use a consistent phone field.
Formatter by Zapieror swap with your favorite app
3.Creates lead in Close
Integrate Close and CRM lead capture tools to create the lead record with status and qualification details to enrich your pipeline.
Closeor swap with your favorite app
4.Creates contact in Google Contacts
Integrate Google Contacts and contact enrichment tools to create a contact with name, email, and normalized phone to tag the entry for campaigns.
Google Contactsor swap with your favorite app
5.Sends confirmation SMS
Integrate seven and SMS delivery tools to send a templated confirmation SMS and create a closing note to document outreach.
sevenor 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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