1.Detect new entry from Typeform
Integrate Typeform and form capture tools to detect new entry and capture signup details.
Add or update CRM lead and create follow-up task
Automatically monitor Typeform new entries across Typeform and Salesforce. Create and update when domestic submissions validate, opt-in tags apply, or follow-up tasks are createdβso you can update CRM records, trigger nurture tagging, and assign owners without manual data entry.
How this automation captures CRM signups and follow-up
When new info-pack signups arrive, delayed routing can leave leads untagged and follow-up undone. This automation captures Typeform entries, filters for valid submissions, adds tags, updates Salesforce records, and creates owner follow-up tasksβso your team can act fast.
Typeformor swap with your favorite app
2.Filter domestic valid submissions
Integrate Filter by Zapier and validation tools to gate domestic entries and valid email addresses.
Filter by Zapieror swap with your favorite app
3.Add tag to subscriber
Integrate Kit and audience tools to apply the configured info-pack tag when opt-in is present.
Kitor swap with your favorite app
4.Find and update contact or lead
Integrate Salesforce and CRM fields tools to update matched contact fields or create and populate a lead.
Salesforceor swap with your favorite app
5.Create owner follow-up task
Integrate Salesforce and task management tools to create a follow-up task with subject, description, and assignment.
6.Send callback request SMS
Integrate touchSMS and messaging tools to send an SMS when the submission indicates a call request.
touchSMSor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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