1.Captures new form submissions
Integrate Typeform and form mapping tools to capture submission fields and normalize lead attributes for CRM intake.
Create sales lead records from web form submissions
Automatically capture web form submissions across Typeform and Salesforce. Automatically create and update CRM leads when new submission arrives, required fields fill in, or contact type is selectedβso you can clean leads, screen records, and keep follow-ups moving without manual data entry.
How this automation creates sales-ready leads
When new Typeform entries come in, leads can stall while teams manually clean details and copy them to the CRM. This automation captures submissions, cleans and filters records, and creates or updates Salesforce leadsβso your team can act faster.
Typeformor swap with your favorite app
2.Cleans and normalizes submission text
Integrate Formatter by Zapier and data transformation tools to clean model and text fields, and normalize phone numbers.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying records
Integrate Filter by Zapier and validation checks to continue only when required fields exist and contact type qualifies.
Filter by Zapieror swap with your favorite app
4.Creates or updates Salesforce leads
Integrate Salesforce and CRM enrichment tools to create a lead or update an existing one matched by email.
Salesforceor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all lead generation automations
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!)
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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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Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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