1.Captures new entry submission
Integrate Typeform, webhook mapping tools, and CRM enrichment logic to capture submission inputs and map contact details to person fields.
Create and update sales leads from form submissions
Automatically capture new form submissions across Typeform and CRM tools. Create and update leads with mapped person details, route delivery notices, and start the right outreachβso you can enrich CRM records, trigger cadence changes, and attach submission notes without manual data entry.
How this automation updates your sales leads
When new form submissions come in, delays can break lead follow-up and outreach timing. This automation captures submission details and maps inputs, looks up country routing, and updates Pipedrive lead records and Klenty cadencesβso your team can respond fast.
Typeformor swap with your favorite app
2.Finds country routing record
Integrate Zapier Tables, lookup data, and routing tables to look up submitter country and retrieve pipeline or region values.
Zapier Tablesor swap with your favorite app
3.Sends delivery notice email
Integrate Microsoft Office 365, templates, and email delivery tools to send a conditional delivery notice when a country is unsupported.
Microsoft Office 365or swap with your favorite app
4.Finds or creates person and lead
Integrate Pipedrive, CRM matching, and pipeline configuration to find by email and create or update lead records with routing.
Pipedriveor swap with your favorite app
5.Stops and starts outreach cadence
Integrate Klenty and Pipedrive notes to add submission notes, stop active cadences, and start the right cadence by delivery window.
Klentyor 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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