1.Monitors new contact us entries
Integrate Typeform and form capture tools to trigger on new Contact Us submissions and start lead routing.
Add contact-us form leads to central leads sheet
Automatically capture contact us submissions across Typeform and Google Sheets. Create and update leads when entry qualifies, contact submission arrives, and form fields populateβso you can assign owners, append standardized rows, and advance round robin without manual spreadsheet updates.
How this automation routes new leads to your central sheet
When contact us submissions arrive, leads can stall in inboxes or get missed by marketing and ops. This automation filters entries and assigns owners and appends rowsβso your team can route leads instantly.
Typeformor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and zap conditions to continue only for records that pass your exclusion criteria to gate lead routing.
Filter by Zapieror swap with your favorite app
3.Loads round robin index
Integrate Storage by Zapier and workflow state to retrieve the stored round robin index for selecting the next owner pointer.
Storage by Zapieror swap with your favorite app
4.Looks up broker assignment
Integrate Formatter by Zapier and lookup logic to map the roster index to an assigned broker contact point.
Formatter by Zapieror swap with your favorite app
5.Creates a central lead row
Integrate Google Sheets and spreadsheet mapping tools to write standardized contact columns and the assigned owner.
Google Sheetsor swap with your favorite app
6.Updates round robin index
Integrate Storage by Zapier and state tracking to increment the index and reset it when it reaches roster length.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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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