1.Captures new entry payload
Integrate Typeform and application form tools to capture submission payload and submission timestamp to route context forward.
Update CRM leads from program application form submissions
Automatically capture new application entries across Typeform submissions and your CRM with Close. Create and update when form responses arriveβso you can match leads, enrich CRM fields, and add a response note without manual data entry.
How this automation enriches your CRM leads
When new entries are submitted in Typeform, leads can be missing context and dates. This automation captures responses and enriches matching leads in Close and creates lead notesβso your team can follow up faster.
Typeformor swap with your favorite app
2.Formats submission date
Integrate Formatter by Zapier and date formatting tools to convert the submission timestamp to MM/DD/YYYY to standardize dates.
Formatter by Zapieror swap with your favorite app
3.Finds matching lead
Integrate Close and lead search tools to match a lead by email or phone to identify the correct record.
Closeor swap with your favorite app
4.Updates lead with fields
Integrate Close and CRM enrichment tools to map source fields into lead custom fields and add program tags to enrich profiles.
5.Creates full response note
Integrate Close and note writing tools to add a note with full form responses and a summary to provide lead timeline context.
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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
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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