1.Catches new form entry
Integrate Typeform, and form fields, to capture the lead submission data for routing decisions.
Add segmented form leads to centralized master sheet
Automatically monitor new form entries across Typeform and Google Sheets. Create and update when new submission received, lead-type selected, or hidden campaign data detectedβso you can lookup distributor matches, check duplicates, and write segmented lead rows without manual spreadsheet updates.
How this automation centralizes segmented lead routing
When new submissions arrive and routing stays manual, leads land in the wrong sheet and follow-up slows. This automation catches form entries, enriches and deduplicates them, and writes the right segmented rows with partner notificationsβso your team can follow up with confidence.
Typeformor swap with your favorite app
2.Looks up distributor matches
Integrate Google Sheets and lookup tables to map lead details to distributor placeholders for enrichment.
Google Sheetsor swap with your favorite app
3.Checks for duplicate leads
Integrate Sub-Zap by Zapier and deduplication logic to check existing records by email and submission ID.
Sub-Zap by Zapieror swap with your favorite app
4.Creates rows in the right sheet
Integrate Google Sheets and spreadsheet writing to create segmented lead rows with attribution and campaign values.
5.Posts distributor match notification
Integrate Webhooks by Zapier and HTTP requests to send the matched lead row ID and email for downstream processing.
Webhooks by Zapieror 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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