1.Monitors new entry submissions
Integrate Typeform, web form tools, and intake workflows to capture new entries for lead creation.
Create new CRM lead and log form activity
Automatically create CRM leads across Typeform and Close when form submissions arrive, lead matches fail, or hidden marketing fields mapβso you can turn intake into outreach context. Create and update lead records, log linked intake activity, and capture attribution fields without manual reporting.
How this automation creates CRM leads and logs intake activity
When new Typeform entry submissions come in, manual data entry slows outreach and risks attribution gaps. This automation finds leads, creates or updates records, and logs linked intake activitiesβso your team can act on leads faster.
Typeformor swap with your favorite app
2.Finds lead by email or name
Integrate Close and CRM search tools to find existing leads by email or name before creating.
Closeor swap with your favorite app
3.Creates lead when no match
Integrate Close and CRM lead fields to create a new lead with status and basic submission notes.
4.Creates linked intake activity
Integrate Close and activity logging tools to create a custom intake activity tied to the lead.
5.Updates lead with hidden marketing
Integrate Close and marketing attribution tools to map hidden UTM and campaign fields into lead custom fields.
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Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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