1.Detect new form submission
Integrate Typeform and form capture tools to detect each new pitch submission and route fields to the workflow.
Add new pitch submissions to investment pipeline lists
Automatically capture new Typeform pitch form submissions across Typeform and Affinity. Create or update pipeline list records, attach pitch notes, and alert your investment channelβso you can assign ownership without manual reporting.
How this automation accelerates deal pipeline intake
When new pitch form submissions come in, delays can stall review and assignment. This automation enriches organizations and contacts and adds them to investment pipeline lists and Slack alertsβso your team can assign ownership faster.
Typeformor swap with your favorite app
2.Create or find organization
Integrate Affinity and CRM dedupe tools to map domain and company fields and create or find the organization.
Affinityor swap with your favorite app
3.Find or create person
Integrate Affinity and email matching tools to map full name and email, then create a person record on no match.
4.Add to pipeline lists and update entity
Integrate Affinity and pipeline list management tools to add org and person to configured investment lists and update entity fields.
5.Create note on organization
Integrate Affinity and note templates to create a pitch note on the organization with the pitch summary mapped from the form.
6.Post message to investment channel
Integrate Slack and team notifications to post a brief investment channel message that prompts owner assignment.
Slackor swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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
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Jacob Sirrs, Marketing Operations Specialist
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