Sales & Marketing

Typeform to CRM

Creates a CRM Lead from a Typeform response.

Implement Typeform to CRM.

InterConnecta configures the published Zoho connection and adds the rules. OpenAI, Anthropic, or Gemini can run the AI step.

Talk to a specialist

Workflow

When Form submitted

View diagram

Solution

Land Typeform responses in CRM.

Typeform responses are exported or forwarded before they become Leads.

A Typeform submission creates or updates a Zoho CRM Lead when an email is present.

Input systems

Typeform

Origin

Zoho CRM

Result

Execution path

Origin Form submitted

AI processing Classify the answers, draft the Lead fields, and drop the response when email is missing. Do not create a duplicate for the same email. OpenAI, Anthropic, or Gemini can run this step.

Response id
Email
Answers
Form name

Actions

Validate email
Create or update the Lead
Set the source
Assign the owner from the form

Result A Typeform inquiry with an email is a Lead.

How this flow runs.

01

Typeform

Starts when Form submitted.
02

Response

Reads Response id, Email, Answers, Form name.
03

Run the AI step

Classify the answers, draft the Lead fields, and drop the response when email is missing. Do not create a duplicate for the same email. OpenAI, Anthropic, or Gemini can run this step.
04

Zoho CRM

A Typeform inquiry with an email is a Lead.

Zoho modules

Leads

Fields updated

Lead
Source
Owner
Answers

Key benefits

Missing email is dropped

Same email updates the Lead

Form name is the source

Owner comes from the form

Ideal for

Teams that qualify interest with Typeform and work Leads in Zoho CRM.