1.Monitor new form entries
Integrate Typeform and webhooks to capture membership submissions and role details for CRM processing.
Create CRM contacts and notify team from membership form
Automatically capture new membership form entries across Typeform, Sellsy, and Microsoft Outlook. Create and update when membership submitted, entry received, webhook payload receivedβso you can create contacts and role tags, link company records, and send confirmations without manual follow-up.
How this automation accelerates member onboarding in your CRM
When membership details arrive through a form, delays can create mismatched records and missed notifications. This automation uses Typeform to create or update Sellsy contacts, optionally links companies, and sends internal and external emailsβso your team can onboard members faster.
Typeformor swap with your favorite app
2.Creates or updates role contacts
Integrate Sellsy and CRM contact management to create or update contacts with role tags and mapped fields.
Sellsyor swap with your favorite app
3.Creates or links company records
Integrate Sellsy and CRM company records to create company data and link new contacts when company details exist.
4.Sends internal coordinator email
Integrate Microsoft Outlook and email notifications to email coordinators a summary of created and updated contacts.
Microsoft Outlookor swap with your favorite app
5.Sends external confirmation email
Integrate Microsoft Outlook and email templates to send the submitting contact a confirmation using the submitter email.
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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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