1.Detect new playbook entry
Integrate Typeform and form capture to catch new entry submissions and start lead validation flows.
Add playbook download leads to CRM and list
Automatically monitor Typeform new entry submissions across CRM and list workflows. Send the requested download and create validated contacts and organisationsβso you can capture playbook leads, route follow-up, and block disposable signups without manual reporting.
How this automation accelerates playbook follow-up
When playbook downloads come in as Typeform new entries, leads can slip through without validation or timely delivery. This automation extracts domains and maps contacts and organisations in Insightly, then sends the download emailβso your team can scale follow-up without chasing signups.
Typeformor swap with your favorite app
2.Extract domain and organisation
Integrate AI by Zapier and enrichment tools to extract website domain and suggest an organisation name.
AI by Zapieror swap with your favorite app
3.Find contact by email
Integrate Insightly and CRM search to look up the contact by email and determine update or create.
Insightlyor swap with your favorite app
4.Find organisation by website
Integrate Insightly and CRM search to locate an organisation by website, and create it when no match exists.
5.Create or update contact
Integrate Insightly and CRM records to update fields or create new contacts and link them to organisation IDs.
6.Send download email
Integrate Email by Zapier and email templates to send the download email with CC visibility for internal teams.
Email by Zapieror swap with your favorite app
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Explore all contact management automations
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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