1.Captures new contest finance entry
Integrate Typeform and form processing tools to capture each contest entry submission as a lead signal.
Create contest finance leads and route to dealers
Automatically monitor Typeform new entries across Typeform, Formatter by Zapier, Google Sheets, and SendGrid. Create and update when submissions land in the form, so you can route leads, prevent duplicates, and log outcomes without manual follow-up.
How this automation accelerates dealer follow-up
When contest finance submissions arrive in Typeform, delays can cause missed follow-up and messy records. This automation routes dealer emails and logs each lead to your master sheetβso your team can act fast without auditing submissions.
Typeformor swap with your favorite app
2.Looks up dealer routing emails
Integrate Formatter by Zapier and lookup table tools to map nearest-dealer selections to dealer contact emails.
Formatter by Zapieror swap with your favorite app
3.Checks for existing master match
Integrate Google Sheets and spreadsheet lookup tools to search the master sheet by submitter email and continue only on no match.
Google Sheetsor swap with your favorite app
4.Sends structured lead email
Integrate SendGrid and email outreach tools to send a structured lead payload to the mapped dealer emails with a timestamp.
SendGridor swap with your favorite app
5.Appends lead to master sheet
Integrate Google Sheets and spreadsheet logging tools to create a new master lead row with key fields and the submission time.
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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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