1.Detect new form submission
Integrate Typeform and form data tools to calculate and capture source scoring fields for each submission score.
Create scored lead from application and notify team
Automatically monitor new form submissions across Typeform and your lead scoring stack. Create a scored lead in Close, log results in Google Sheets, and notify your team in Slack when qualifying scores arrive β so you can speed triage without manual spreadsheets.
How this automation accelerates your lead triage
When new applications come in through Typeform, delays can slow down triage and cause missed follow-ups. This automation calculates and rounds lead scores, logs them in Google Sheets, creates or updates leads in Close, and notifies the team in Slackβso your team can respond fast.
Typeformor swap with your favorite app
2.Calculates numeric lead score
Integrate Formatter by Zapier and data transformation tools to take source scoring fields and perform the required math to produce a numeric score.
Formatter by Zapieror swap with your favorite app
3.Rounds score to whole number
Integrate Formatter by Zapier and reporting tools to round the calculated score to a whole number for consistent tracking.
4.Formats submission timestamp
Integrate Formatter by Zapier and date formatting tools to format the submission timestamp into your reporting date format.
5.Creates spreadsheet row for score
Integrate Google Sheets and spreadsheet reporting tools to create a row with formatted date, submitter details, and the rounded score.
Google Sheetsor swap with your favorite app
6.Finds or creates lead in Close
Integrate Close and CRM lead workflows to find or create the lead, set intake stage, and store the rounded score.
Closeor swap with your favorite app
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Prioritize high-intent leads with automated score updates, qualification rules, and rep alerts
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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