1.Captures new form submission
Integrate Typeform and webhooks tools to watch for each new entry, so you can capture submission details for lead matching.
Create CRM leads and application activities from forms
Automatically capture new Typeform entries across Typeform and Close. Create and update lead records and activities when form submissions arrive, priority answers appear, or submission timestamps formatβso you can create leads, log custom activity notes, and alert follow-up without manual data entry.
How this automation logs activities from applications
When new Typeform entries come in, follow-up can stall because form answers are not connected to the right CRM lead. This automation finds or creates leads, maps submission data into custom activities, and notifies your teamβso your team can act on applications faster.
Typeformor swap with your favorite app
2.Finds lead by email
Integrate Close and CRM search tools to look up the lead by email, so you can decide the next create or update action.
Closeor swap with your favorite app
3.Creates or updates lead
Integrate Close and CRM record mapping tools to upsert the lead fields, so you can set stage and store form answers.
4.Formats submission date
Integrate Formatter by Zapier and data formatting tools to normalize the submission timestamp, so you can use a consistent activity date.
Formatter by Zapieror swap with your favorite app
5.Creates custom activity
Integrate Close and activity note tracking tools to create the custom activity on the lead, so you can publish or queue follow-up.
6.Posts priority follow-up summary
Integrate Webhooks by Zapier and team chat tools to post the outreach summary with a reply CTA, so you can speed up priority follow-up.
Webhooks by Zapieror swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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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