1.Captures new form submission
Integrate Typeform and form capture tools to extract each new entry payload for lead processing.
Add or update form applicants as CRM leads
Automatically capture new form entries across Typeform and Formatter by Zapier. Create and update CRM leads when applicant details submit, emails are matched, or cleaned phones missβso you can standardize contacts, find leads, and add the right records without manual data entry.
How this automation creates clean CRM leads
When new form entries hit Typeform, delays can slow outreach and cause leads to be missed. This automation captures submission payloads, standardizes phone numbers, and finds or creates leads in your CRMβso your team can respond faster.
Typeformor swap with your favorite app
2.Standardizes submitted phone numbers
Integrate Formatter by Zapier and phone parsing tools to standardize phone numbers and map fields for matching.
Formatter by Zapieror swap with your favorite app
3.Finds existing lead in Close
Integrate Close and CRM search tools to find a lead by email first and by cleaned phone next.
Closeor swap with your favorite app
4.Creates lead when no match
Integrate Close and lead record tools to create a new lead and primary contact with source tagging.
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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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