1.Detect new entry
Integrate Typeform, form capture tools, and submission systems to trigger lead creation from each new entry.
Create lead and log form submission in CRM
Automatically monitor Typeform new entries and translate them into leads across Close. Create and update CRM records, plus log each submission activityβso sales can follow up with complete context without manual data entry.
How this automation creates CRM leads and activity context
When new form submissions arrive, delayed CRM entry can stall follow-up and waste sales time. This automation formats and standardizes submission fields, then creates or updates lead and contact records in Close and logs a submission activityβso your team can respond fast with complete context.
Typeformor swap with your favorite app
2.Titlecases name field
Integrate Formatter by Zapier, data formatting tools, and field mappers to normalize the submitted name field into a formatted name.
Formatter by Zapieror swap with your favorite app
3.Standardizes applied flag
Integrate Code by Zapier, scripting, and validation logic to convert the submitted count or selection into a standardized applied flag.
Code by Zapieror swap with your favorite app
4.Creates or finds lead
Integrate Close, CRM lookup tools, and contact matching to find by email or create a new lead with form details.
Closeor swap with your favorite app
5.Updates lead and logs activity
Integrate Close, CRM updates, and activity tracking to update custom fields and create a lead activity with submission timing.
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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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