1.Detects new quiz entry
Integrate Typeform to capture each new quiz submission and to prepare lead lookup and tagging.
Create CRM leads and tag quiz respondents automatically
Automatically detect Typeform new entries and map quiz respondent emails across Typeform and Close. Create and update leads, add tags, and post Slack alerts when quiz submitted, email match found, or new email missesβso you can speed up lead follow-up, keep segmentation accurate, and avoid manual CRM entry.
How this automation accelerates your quiz follow-up
When Typeform new entries arrive, leads can wait and segmentation stays incomplete. This automation searches for existing leads, creates or updates CRM leads, adds tags, and posts Slack alertsβso your team can follow up quickly.
Typeformor swap with your favorite app
2.Finds lead by email
Integrate Close, lead search tools, and CRM lookup workflows to search by the respondent email and to return match status.
Closeor swap with your favorite app
3.Creates or updates lead
Integrate Close and CRM field mapping tools to create a new lead or update an existing one based on quiz fields.
4.Adds tag to subscriber
Integrate Kit and email tagging tools to match the respondent email to a subscriber and to apply the quiz answer tag.
Kitor swap with your favorite app
5.Posts alert to team channel
Integrate Slack and team notifications to send a CRM lead link and details so the team can act on the submission.
Slackor swap with your favorite app
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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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