1.Catch each new entry
Integrate Typeform and data capture tools to capture submission payloads, including hidden fields and timestamps.
Create CRM leads and opportunities from form responses
Automatically catch each new Typeform submission across form intake and CRM workflows. Create and update contacts and opportunities when form submissions arrive, hidden UTM fields fill, or product SKU gets postedβso you can validate leads, seed deals, and notify sales without manual data entry.
How this automation seeds deals from form responses
When new Typeform entries come in, delayed follow-up can slow deal creation and leave CRM records incomplete. This automation parses and normalizes fields, finds or creates contacts and opportunities, and sends sales alertsβso your team can act on every submission.
Typeformor swap with your favorite app
2.Parse and normalize fields
Integrate Formatter by Zapier and data mapping tools to standardize names and phone formats and map UTM fields.
Formatter by Zapieror swap with your favorite app
3.Find contact by email
Integrate Zoho CRM and CRM search tools to locate Contacts by email and return the matching contact record.
Zoho CRMor swap with your favorite app
4.Create contact on no match
Integrate Zoho CRM and contact records tools to create a Contact when email matching fails.
5.Create seeded opportunity
Integrate Zoho CRM and opportunity setup tools to create an Opportunity with default amount and custom fields.
6.Send submission notification
Integrate Email by Zapier and notification tools to send a sales alert with the submission summary and CRM links.
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
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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