1.Detects new form signup entry
Integrate Typeform and webhook handling to catch new form entries and start the signup workflow.
Add form signups to CRM and notify team
Automatically capture form signup webhook entries across Typeform, Kit, Close, and Slack. Create and update leads when submissions arrive, opt in tags apply, or status notes postβso you can apply tags, update CRM records, and notify the team without manual data entry.
How this automation accelerates opt-in lead capture
When new form entries arrive, signups can sit unprocessed and sales visibility drops. This automation adds opt-in tags and creates or updates CRM leads, then notifies the teamβso your team can follow up faster.
Typeformor swap with your favorite app
2.Applies opt-in tag to subscriber
Integrate Kit, email tagging tools, and subscriber lists to add the opt-in tag and map signup fields to the subscriber.
Kitor swap with your favorite app
3.Finds or creates CRM lead
Integrate Close and lead database tools to find an existing lead by submitter email or create a new one.
Closeor swap with your favorite app
4.Updates lead status and note
Integrate Close and CRM notes tools to update the lead status to the opt in stage and add a source note.
5.Sends team channel lead summary
Integrate Slack and team messaging tools to post a concise lead summary for fast follow-up.
Slackor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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.
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