1.Captures new estimator entry
Integrate Typeform to capture the submission payload and estimator answers, and map email as the lead identifier.
When estimator submissions arrive in Typeform, delays can cause misrouted follow-up and untargeted nurturing. This automation normalizes estimates and routes by tier, then creates or updates Marketo leads and adds them to your submissions listβso your team can follow up at the right level.
Integrate Typeform to capture the submission payload and estimator answers, and map email as the lead identifier.
Integrate Formatter by Zapier to normalize numeric estimate values and extract low and high ranges for tier routing.
Integrate Filter by Zapier (or Paths) to route Assist, Standard, or Premium based on normalized estimate thresholds and model.
Integrate Marketo to map contact fields, save normalized estimate values, and set the support tier and site and user counts.
Integrate Marketo to add the created or updated lead to the configured submissions list for nurture.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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