1.Captures new giveaway submissions
Integrate Typeform, form workflows, and submission fields to capture each new entry with its timestamp.
Update lead and opportunity from giveaway form submission
Automatically capture giveaway form submissions across Typeform, Formatter by Zapier, Filter by Zapier, and CRM updates. Create and update lead activities and opportunity status when new entries arrive and phones are validatedβso reps get full context without manual follow-up paperwork.
How this automation logs giveaway activity
When giveaway submissions arrive without recorded activity, lead context gets delayed and reps lose time. This automation formats and validates submissions, then logs form submission activity and updates lead and opportunity recordsβso your team can follow up with complete history.
Typeformor swap with your favorite app
2.Normalizes the submitted phone
Integrate Formatter by Zapier and phone normalization tools to format the submitted phone into a consistent E.164 style string.
Formatter by Zapieror swap with your favorite app
3.Validates phone region and format
Integrate Filter by Zapier and region rules to continue only for qualifying phone formats within the target region.
Filter by Zapieror swap with your favorite app
4.Logs activity and updates CRM
Integrate Close and CRM updates to find the lead, create the form submission activity, and update lead and opportunity records.
Closeor 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
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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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