1.Detect new form entry
Integrate Typeform, webhook delivery, and CRM intake tools to detect new form submissions for lead entry
Add new form applicants to CRM and tag list
Automatically monitor new form entries from Typeform across Kit, Close, Code by Zapier, and Slack. Create and update when new applicant submits form, email is captured, or opt in is checkedβso you can tag contacts, keep CRM records current, and notify sales without manual data entry.
How this automation accelerates CRM follow up
When new form applicants land in Typeform, delays can cause missed deals and messy CRM records. This automation adds tags and updates lead data in Close, then notifies your team for fast follow-upβso your pipeline stays current.
Typeformor swap with your favorite app
2.Add tag to subscriber
Integrate Kit, subscriber mapping, and metadata fields to add or update subscriber tags for each submission
Kitor swap with your favorite app
3.Find lead by email
Integrate Close, email matching, and CRM lookup tools to find the lead record by submission email
Closeor swap with your favorite app
4.Select next lead owner
Integrate Code by Zapier, round robin logic, and lead routing rules to choose an owner id for the lead
Code by Zapieror swap with your favorite app
5.Create or update lead
Integrate Close, lead records, and submission notes to create or update the lead and append the entry note
6.Send channel notification
Integrate Slack, CRM links, and team messaging to notify sales with contact details and the lead link
Slackor swap with your favorite app
Automate your work, your way
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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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