1.Detects new form entries
Integrate Typeform to catch new intake form entries and start lead creation.
Create CRM lead from form submissions and notify team
Automatically detect new form entries in Typeform and create CRM leads in Close across your sales workflow. Create and update lead records with full submission notes, pause for indexing, then notify your team in Slack so you can act fast without manual data entry.
How this automation accelerates CRM lead follow-up
When completed form submissions arrive, delays can block reps from contacting high intent prospects. This automation creates and enriches CRM leads, checks for matching records, and notifies your team in Slackβso your team can respond at the right moment.
Typeformor swap with your favorite app
2.Creates CRM lead records
Integrate Close to map fields and create a new CRM lead from form data.
Closeor swap with your favorite app
3.Creates searchable submission notes
Integrate Close to create a note on the lead and include the full submission responses.
4.Pauses for CRM indexing
Integrate Delay by Zapier to pause 7 minutes and allow CRM indexing before searching.
Delay by Zapieror swap with your favorite app
5.Finds matching leads and updates
Integrate Close to search by contact email and update lead status or opportunity metadata when qualified.
6.Sends lead follow-up message
Integrate Slack to post a lead summary and CRM link so reps can take action.
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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