1.Captures new form entry
Integrate Typeform, form fields, and submission routing to capture new entry data for lead intake.
Update CRM lead and create opportunity from form
Automatically monitor new Typeform submissions across Typeform and Close. Create and update leads and opportunities when normalized email or phone matches or no match is foundβso you can speed up follow-up without manual data entry.
How this automation creates your leads and updates opportunities
When new form entries come in, leads can sit unprocessed and follow-up timing slips. This automation normalizes contact fields and finds or creates leads and opportunitiesβso your team can act on new demand fast.
Typeformor swap with your favorite app
2.Normalizes contact details
Integrate Formatter by Zapier, data formatting, and validation tools to map phone and email into searchable formats.
Formatter by Zapieror swap with your favorite app
3.Finds a matching lead
Integrate Close and CRM lookup workflows to search by normalized email first and fallback to phone.
Closeor swap with your favorite app
4.Updates or creates the lead
Integrate Close and CRM record operations to update matched leads or create new leads with a set status.
5.Handles opportunity status
Integrate Close and opportunity records to update an open opportunity or create one with notes and status.
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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.
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