1.Detect new form entry
Integrate Typeform and form capture tools to detect each new submission and start lead creation for downstream checks.
Create qualified sales leads from online form submissions
Automatically monitor new form entries across Typeform, Google Sheets, Privyr, and Gmail. Create and update when phone matches, owner rotation completes, or lead summaries generateβso you can deduplicate contacts, assign owners, and notify agents without manual lead follow-up.
How this automation routes qualified leads to sales
When new form entries arrive but lead records stay inconsistent, owners get spammed or deals stall. This automation formats phone, checks matches, creates client records, appends audit rows, and sends summaries and marketing feed eventsβso your team can act fast.
Typeformor swap with your favorite app
2.Formats phone numbers
Integrate Formatter by Zapier and data parsing tools to format phone numbers for reliable matching in your lead flow.
Formatter by Zapieror swap with your favorite app
3.Looks up phone matches
Integrate Google Sheets and lookup tables to match formatted phones against your phone storage and lead mastersheet.
Google Sheetsor swap with your favorite app
4.Updates round robin counter
Integrate Storage by Zapier and workflow state tools to increment an owner counter for round-robin assignment.
Storage by Zapieror swap with your favorite app
5.Creates a new client
Integrate Privyr and client onboarding tools to create a client when the phone lookup misses.
Privyror swap with your favorite app
6.Appends to mastersheet
Integrate Google Sheets and reporting sheets to append a row for audit and an owner dashboard.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
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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