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.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Create Lead
Creates a New Lead
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FormRequired
Try ItForm 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)
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try It
title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
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)
New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
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