1.Receives new form entry webhook
Integrate Typeform, form routing tools, and submission parsing to capture fields and entire responses for deal creation.
Create tiered CRM deals from online form submissions
Automatically route each Typeform New Entry submission across Freshsales Suite with Gmail for error coverage. Create and update when qualifying tier indicators and amounts arriveβso you can route deals to the right pricing path, create contacts, and attach full submissions without manual triage.
How this automation accelerates your deal intake
When new form submissions land unprocessed, deals stall and teams lose time to manual triage. This automation captures Typeform fields, routes tier rules, creates Freshsales Suite contacts and deals, and emails ops on errorsβso your team can start pipeline work fast.
Typeformor swap with your favorite app
2.Evaluates tier and amount conditions
Integrate Filter by Zapier, conditional logic tools, and data validation to route records to the correct pricing path.
Filter by Zapieror swap with your favorite app
3.Finds or creates contact by email
Integrate Freshsales Suite, CRM matching tools, and contact records to map email to a contact and create on no match.
Freshsales Suiteor swap with your favorite app
4.Creates tiered deal and assigns stage
Integrate Freshsales Suite, CRM deal fields, and pipeline staging tools to create the deal, attach the full response, and assign stage.
5.Sends ops email on errors
Integrate Gmail, email delivery tools, and error handling to send a concise failure message to ops with the full response.
Gmailor 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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