Here’s how you’ll set it up:

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Pro Tip: Use your forms as an early qualification stage by adding questions about your ideal customer profile. For example, do you only work with small businesses? Then, ask about company size in your form to help filter out unqualified leads.
Here’s how to set up this workflow in Zapier:

Trigger: New Entry in Typeform (or whichever form tool you’re using)
Action: Search—Find Lead in Close
Action: Create Lead in Close
From here, you can map the entries in Typeform to your Custom Fields in Close and add the information you want to see in the way you want to see it.

Done with the basics? You can customize this workflow even more to include more advanced steps, such as:

Subscribing new leads from your Typeform into a Workflow in Close
Assigning a user to this new lead
Notifying the team via Slack that a new lead has finland telegram data been added to Close
2. Track New Bookings from Your Scheduling App as New Leads in Close
If your team is focused on booking calls, you probably have Calendly or Oncehub on your site. Or, your sales team may be sending out booking links directly to new prospects.

Want to track new bookings in Close? There’s a Zap for that.


Trigger: Invitee Created in Calendly
Action: Search—Find Lead in Close
Action: Create Lead in Close
Pro Tip: Does your team use SavvyCal to book calls? Then, you can use our direct integration with Close + SavvyCal; no third-party tools are required. Check out how it works.
With this setup, Zapier will search for an existing lead in Close that matches the ne