1.Captures new entry from Typeform
Integrate Typeform and form automation tools to trigger lead qualification when new entry is received.
Create qualified leads from partial and full forms
Automatically tag form submissions across Typeform, Kit, and Close for lead qualification. Create and update records and notify sales when new entry received, partial submission, or full form completedβso you can tag subscribers, log reporting rows, and brief reps without manual follow-up.
How this automation accelerates lead follow-up
When incomplete form submissions arrive, qualified prospects can get delayed and overlooked. This automation tags subscribers, logs submission rows, finds or creates CRM leads, and sends sales notificationsβso your team can respond fast.
Typeformor swap with your favorite app
2.Adds a tag to the subscriber
Integrate Kit and audience tagging tools to tag the subscriber based on the form lead quality variable.
Kitor swap with your favorite app
3.Creates a spreadsheet row
Integrate Google Sheets and reporting tools to create a row and mark incomplete submissions for review.
Google Sheetsor swap with your favorite app
4.Finds or creates a lead in Close
Integrate Close and CRM lead databases to find or create the lead, set lead quality, and add rep notes.
Closeor swap with your favorite app
5.Posts a message to the sales channel
Integrate Slack and sales notifications to send lead details and the CRM lead link to your team.
Slackor swap with your favorite app
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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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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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