1.New entry is captured
Integrate Typeform and submission sources to capture each new entry and start CRM lead intake.
Create CRM lead and notes from web form
Automatically capture new Typeform entries across Typeform, Affinity, Google Drive, Google Sheets, and Relevance AI. Create and update when new entry arrives or website domain appears or company name submittedβso you can attach files, add CRM notes, and record pipeline rows without manual entry.
How this automation accelerates CRM lead intake
When new Typeform entries arrive, manual input slows review and causes incomplete records. This automation matches companies, uploads files, and logs notes and reporting rowsβso your team can act on leads faster.
Typeformor swap with your favorite app
2.Find company record
Integrate Affinity and lookup workflows to search by website or company name and match submissions to the right company.
Affinityor swap with your favorite app
3.Upload files to company folder
Integrate Google Drive and cloud file storage to create or find a folder per company and upload submission files.
Google Driveor swap with your favorite app
4.Create note on company
Integrate Affinity and CRM note workflows to write a company note with submission details and include the Drive embed link.
5.Add row for pipeline review
Integrate Google Sheets and reporting workbooks to add one row per submission for pipeline stats.
Google Sheetsor swap with your favorite app
6.Enrich missing company match
Integrate Relevance AI and enrichment agents to send missing-company payloads and write back suggested matches or tags to the sheet.
Relevance AIor 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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