1.Monitor new entry submission
Integrate Typeform and form collection tools to map submission fields to lead contact info and qualification notes.
Create and route qualified leads to sales reps
Automatically monitor new Typeform entries across Typeform, Close, Airtable, and Slack. Create and update when bookings remain unbooked so you can qualify routing, update lead status, and notify sellers without manual follow-up.
How this automation accelerates qualified lead handoffs
When a new Typeform entry arrives, incomplete submissions can cause wasted outreach and missed sales timing. This automation maps fields, creates and updates lead records in Close, then rechecks booking status and alerts the assigned sellerβso your team can route leads fast.
Typeformor swap with your favorite app
2.Filters out incomplete entries
Integrate Filter by Zapier and data validation tools to continue only when name and email are present.
Filter by Zapieror swap with your favorite app
3.Creates lead component
Integrate Sub-Zap by Zapier and CRM record tools to create lead components and return the lead ID.
Sub-Zap by Zapieror swap with your favorite app
4.Updates lead and contact
Integrate Close and CRM field tools to set lead status, write UTM fields, and append qualification answers.
Closeor swap with your favorite app
5.Waits configured minutes
Integrate Delay by Zapier and time-based triggers to pause 8 minutes before the booking re-check.
Delay by Zapieror swap with your favorite app
6.Re-checks lead booking status
Integrate Close and CRM status tools to re-check the lead status in the unbooked stage window.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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