1.Detect new entry submissions
Integrate Typeform and form submission data to capture each new entry and start CRM lead creation.
Create CRM lead and post team-channel alert from form
Automatically monitor new form submissions across Typeform and Slack. Create and update CRM leads when entries arrive, contact details and booking intent are captured, or qualifying answers changeβso you can create leads, prevent duplicates, and notify your team without manual data entry.
How this automation creates leads and notifies your team
When new form submissions arrive, missed or duplicated CRM entries can slow rep response times. This automation routes each entry from Typeform into lead matching, lead creation with an activity, and a Slack summaryβso your team can act immediately.
Typeformor swap with your favorite app
2.Normalize phone and booking format
Integrate Formatter by Zapier and data formatting tools to normalize phone numbers and format booking values.
Formatter by Zapieror swap with your favorite app
3.Find leads to avoid duplicates
Integrate Close and CRM search tools to find existing leads by email first, then normalized phone.
Closeor swap with your favorite app
4.Create lead and attach activity
Integrate Close and CRM record tools to create new leads and add an activity with form source and intent.
5.Send a lead summary to Slack
Integrate Slack and team messaging tools to post a concise lead summary with booking details when available.
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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