1.Captures new survey entry
Integrate Typeform and data mapping to capture the new survey submission to log follow-up context.
Create survey activity on lead record for follow-up
Automatically monitor Typeform new entries across your Typeform forms and route each survey submission to CRM activity context. Create and update custom survey activities for leads when qualifying responses arriveβso you can log follow-up details and keep teams aligned without manual activity entry.
How this automation logs survey follow-up context
When new survey submissions land in Typeform, follow-up notes can get delayed or forgotten in CRM. This automation captures submissions and routes responses, then finds leads and creates custom survey activitiesβso your team can follow up with context.
Typeformor swap with your favorite app
2.Routes qualifying responses
Integrate Paths by Zapier and conditional logic to evaluate a qualifying question and route matching responses forward.
Paths by Zapieror swap with your favorite app
3.Finds matching lead
Integrate Close and CRM search to match leads by respondent email and name so activities attach correctly.
Closeor swap with your favorite app
4.Creates custom survey activity
Integrate Close and custom activity fields to create a survey activity and assign it to the found lead and owner.
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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