1.New entry triggers enquiry flow
Integrate Typeform and form intake tools to start routing enquiries when a buyer submits the intake form.
Add buying enquiries to your enquiry list and notify team
Automatically log buyer intake submissions across Typeform and Google Sheets so your buying team can triage. Notify the buying inbox and reply to the submitter, then create a follow-up task when neededβso you can route enquiries without manual follow-up.
How this automation routes buyer enquiries to your team
When buyer intake forms land, enquiries can sit untriaged and slow down buying decisions. This automation creates spreadsheet rows and sends buying emails and tasksβso your team can respond fast.
Typeformor swap with your favorite app
2.Creates spreadsheet row in enquiry list
Integrate Google Sheets and data mapping tools to create enquiry list records with submission details and attachment links.
Google Sheetsor swap with your favorite app
3.Notifies buying inbox by email
Integrate Gmail and email templates to notify the buying inbox with submitter details, score, and attachment links.
Gmailor swap with your favorite app
4.Creates follow-up task on failure
Integrate Asana and task management tools to create a follow-up task with the sheet row link and key fields.
Asanaor swap with your favorite app
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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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