Most commonly, these will involve:
Posted: Sun Feb 02, 2025 3:53 am
Example: Imagine you’re using Typeform to collect information from new leads on your website. Using Zapier, you would trigger something like “New Entry in Typeform.” Once someone submits the form, that’s your trigger.
Actions: The second part of this basic cause-and-effect formula. Think of it simply: “If A, then do B.” Once a trigger is set off, what action should follow?
Example: Once you receive a new lead in Typeform, you might set the Action as “Create Lead in Close.” This way, Zapier automatically captures the information from the new entry in Typeform and inputs it into Close. Congrats—you’ve successfully automated your lead intake into Close. It’s that easy.
Searches: The Zap above sounds great. But what if pakistan telegram data an existing customer fills out your Typeform page? You run the risk of them turning into a duplicate lead. To avoid that, you can ask Zapier to search through Close and check if this new information matches an existing lead.
Sound complicated? Not sure where to start? Check Zapier’s quickstart guide for more information, or browse our guide to setting up Zapier + Close.
Decide What You Want to Automate
Robots can’t run your sales process (yet). So, don’t fall into the trap of automating everything.
Instead, focus on the repetitive tasks that suck time from your day: like manual data entry, creating reports, or updating your team on events in Close. Automating those things will leave you more time for human-to-human interactions, which will make a difference in your sales process.
Need ideas? Hop over to Zapier’s templates to see what automations other people are running.
quickly automate with Zapier/Close Integration
Adding new lead data from different sources into Close
Actions: The second part of this basic cause-and-effect formula. Think of it simply: “If A, then do B.” Once a trigger is set off, what action should follow?
Example: Once you receive a new lead in Typeform, you might set the Action as “Create Lead in Close.” This way, Zapier automatically captures the information from the new entry in Typeform and inputs it into Close. Congrats—you’ve successfully automated your lead intake into Close. It’s that easy.
Searches: The Zap above sounds great. But what if pakistan telegram data an existing customer fills out your Typeform page? You run the risk of them turning into a duplicate lead. To avoid that, you can ask Zapier to search through Close and check if this new information matches an existing lead.
Sound complicated? Not sure where to start? Check Zapier’s quickstart guide for more information, or browse our guide to setting up Zapier + Close.
Decide What You Want to Automate
Robots can’t run your sales process (yet). So, don’t fall into the trap of automating everything.
Instead, focus on the repetitive tasks that suck time from your day: like manual data entry, creating reports, or updating your team on events in Close. Automating those things will leave you more time for human-to-human interactions, which will make a difference in your sales process.
Need ideas? Hop over to Zapier’s templates to see what automations other people are running.
quickly automate with Zapier/Close Integration
Adding new lead data from different sources into Close