Close + Typeform

Create new Close leads from new Typeform entries

Simplify your lead generation process with this smart workflow. Anytime there's a new entry in Typeform, it triggers the creation of a relevant lead in Close. This not only frees up your time from repetitive data input tasks but also ensures that potential customer data from your forms or surveys is promptly sent to your CRM. Enjoy a seamless and efficient work process with this workflow ready to handle the data transfer for you.

Simplify your lead generation process with this smart workflow. Anytime there's a new entry in Typeform, it triggers the creation of a relevant lead in Close. This not only frees up your time from repetitive data input tasks but also ensures that potential customer data from your forms or surveys is promptly sent to your CRM. Enjoy a seamless and efficient work process with this workflow ready to handle the data transfer for you.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Lead

    Creates a New Lead

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
  • Close triggers, actions, and search

    New Call Transcript

    Triggers when a new call or voicemail transcript is added to Close.

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
Learn moreHelp

Related categories

  • Forms & Surveys

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