1.New entry triggers routing
Integrate Typeform and lead form tools to detect new entries and map submission fields to a lead note.
Assign incoming form leads to reps and tasks
Automatically monitor new form submissions across Typeform and Close. Assign each lead to the next rep and create follow-up tasksβso you can route fast, keep CRM data current, and avoid manual lead triage.
How this automation routes leads and creates tasks
When form submissions arrive, delayed routing can slow follow-up and reduce conversion chances. This automation maps submissions into lead notes, finds or creates leads, assigns the next owner in a round-robin, and creates outreach tasksβso your team can act immediately.
Typeformor swap with your favorite app
2.Delay before CRM write
Integrate Delay by Zapier and workflow timing tools to pause briefly before updating your CRM.
Delay by Zapieror swap with your favorite app
3.Find or create lead
Integrate Close and CRM data tools to search by email, create a lead when missing, and attach responses.
Closeor swap with your favorite app
4.Increment round-robin counter
Integrate Storage by Zapier and data storage to get and increment a counter for round-robin assignment.
Storage by Zapieror swap with your favorite app
5.Select next rep ID
Integrate Code by Zapier and scripting tools to run a script that picks the next rep ID.
Code by Zapieror swap with your favorite app
6.Update owner and fields
Integrate Close and CRM fields to update the assigned owner and assignment details for the lead.
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Explore all lead routing automations
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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