1.Detect new form response
Integrate Google Forms and form capture tools to match the submission and trigger lead lookup.
Update CRM lead and post form summary to team
Automatically route new form responses from Google Forms into Close and update records using Google Sheets mappings across Airtable and Slack. Post message summaries when submissions arrive, update the lead and appointment outcomes, and keep the team aligned without manual data entry.
How this automation updates your CRM lead follow-up
When post-call form responses arrive, delays can stall accurate CRM status and follow-up coordination. This automation finds leads, updates Close records and appointment outcomes, and posts Slack summariesβso your team can act on every submission.
Google Formsor swap with your favorite app
2.Find lead by email
Integrate Close and CRM lookup tools to search by submission email and return the matching lead id.
Closeor swap with your favorite app
3.Lookup status mapping
Integrate Google Sheets and mapping tables to translate submitted status values into CRM-ready status fields.
Google Sheetsor swap with your favorite app
4.Update lead record
Integrate Close and CRM fields to update lead status, payment flag, deal value, notes, and links.
5.Post team channel summary
Integrate Slack and team messaging tools to post a formatted follow-up summary and start a thread.
Slackor swap with your favorite app
6.Find and update appointment
Integrate Airtable and scheduling records to update the appointment outcome and notes.
Airtableor 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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