1.Detect new form entry
Integrate Typeform and form intake tools to detect new entries and start qualification to prioritize lead intake.
Create qualified leads and opportunities from form entries
Automatically monitor Typeform form entries across your lead management stack. Send qualified lead alerts and create CRM records when new submissions arrive, contact details are detected, or lead matches qualifyβso you can prioritize leads, attach context, and notify owners without manual lead chasing.
How this automation prioritizes your qualified leads
When form entries arrive without timely review, qualified leads can stall and opportunities slip. This automation finds or creates leads, adds contextual notes, creates opportunities, and sends SMS notificationsβso your team can respond faster.
Typeformor swap with your favorite app
2.Find matching lead
Integrate Close, contact lookup tools, and CRM matching logic to search by email, phone, and name to continue only for qualifying records.
Closeor swap with your favorite app
3.Create or update lead
Integrate Close and CRM field mapping tools to update lead status to the Qualified stage or create a new lead to store qualified details.
4.Add note to lead
Integrate Close and note tools to add a contextual note with key submission answers to make rep intake visible.
5.Create opportunity record
Integrate Close and opportunity tracking tools to create an opportunity linked to the lead and map submission fields to capture next-step details.
6.Send SMS to owner
Integrate ClickSend SMS and notification routing tools to send an SMS to the assigned owner to alert them of the new qualified lead.
ClickSend SMSor swap with your favorite app
Automate your work, your way
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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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