1.Detect new form entry
Integrate Typeform and form capture tools to capture each submission and trigger lead matching downstream.
Create sales-ready leads from form submissions for follow-up
Automatically detect new form entry submissions across Typeform and Salesforce. Create and update when form entries submitted, email captured, or UTM context addedβso you can format phones, enrich leads, and assign owners without manual follow-up.
How this automation creates sales-ready leads
When new Typeform entries come in, leads can get delayed or duplicated, slowing follow-up. This automation formats phone data, finds existing Salesforce leads, and creates new leads with owner and UTM attributionβso your team can outreach fast.
Typeformor swap with your favorite app
2.Format phone to E.164
Integrate Formatter by Zapier and data cleanup tools to standardize the form phone field and improve CRM matching.
Formatter by Zapieror swap with your favorite app
3.Find lead by email
Integrate Salesforce and CRM lookup tools to search for existing leads using the submitted email as the key.
Salesforceor swap with your favorite app
4.Create lead when no match
Integrate Salesforce and lead enrichment fields to create a new CRM lead with UTM attribution and an assigned owner.
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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.
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