Automate Lead Creation in SangamCRM from Typeform Submissions

Instantly add new leads to SangamCRM from Typeform and send email notifications through Gmail to improve your sales workflow.

Apps used

Typeform

Gmail

Sangam CRM

Automate Lead Creation in SangamCRM from Typeform Submissions

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Instructions

Connect Typeform: Sign in to your Typeform account and select the form you want to monitor.

Connect SugarCRM: Log in to your SugarCRM account and allow access for creating new leads.

Connect Gmail: Sign in to Gmail to enable sending notifications for new leads.

Set Trigger: Configure the scenario to watch for new Typeform submissions.

Create Lead Action: Map the Typeform fields (name, email, phone, etc.) to SugarCRM lead fields.

Send Email Notification: Configure Gmail action to send a notification email to your team with the lead details.

Test the Flow: Submit a sample Typeform response to verify lead creation and email notification.

Activate Scenario: Once tested, activate the scenario to run automatically for all new submissions.

Automate Lead Creation in SangamCRM from Typeform Submissions

Easily turn every Typeform submission into a new lead in SangamCRM and get instant email updates via Gmail. Stop manual data entry and speed up your sales follow-ups with this smart automation.

Trigger Event: Typeform Submission

Whenever someone fills out and submits your Typeform, this automation springs into action. Each new submission collects the lead’s details.

Actions

1. Create New Lead in SangamCRM

All the responses from Typeform—including important fields like email, address, country, and closed date—are captured and automatically used to create a new lead in SangamCRM. This keeps your CRM up to date without any manual effort.

2. Send Email Notification via Gmail

Once the lead is added, an email alert is sent using your Gmail account to keep you (or your team) instantly informed about the new lead. The email includes essential information so you can take quick action.