1.Detects new form responses
Integrate Google Forms and form intake tools to catch new submissions and to trigger downstream CRM and finance steps.
Create revenue records and CRM opportunities from forms
Automatically monitor new form responses across Google Forms, Slack, Zapier Tables, Formatter by Zapier, Google Sheets, and Close. Create and update when responses include close dates, payment details, or client emailsβso you can alert your team, update finance records, and create CRM opportunities without manual data entry.
How this automation creates revenue records and CRM opportunities
When new form responses arrive, revenue details can get stuck in inboxes and CRM updates fall behind. This automation posts submission alerts and formats close dates, then updates your finance tracker and creates or updates CRM leads and opportunitiesβso your team can capture deals at speed.
Google Formsor swap with your favorite app
2.Posts submission alerts in channel
Integrate Slack and notification tools to post a concise team message and to trigger immediate sales follow-up actions.
Slackor swap with your favorite app
3.Finds CRM status and assigned rep
Integrate Zapier Tables and CRM mapping tools to look up sale type settings and to determine CRM status and owner fields.
Zapier Tablesor swap with your favorite app
4.Formats close date for consistency
Integrate Formatter by Zapier and date formatting tools to normalize the close date and to prepare consistent ledger and CRM fields.
Formatter by Zapieror swap with your favorite app
5.Updates finance tracker on match
Integrate Google Sheets and finance tracker tools to update an existing finance row by client email and to record payment details.
Google Sheetsor swap with your favorite app
6.Adds finance row when no match
Integrate Google Sheets and finance tracker tools to create a new finance row when no email match exists and to store the first payment record.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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