Make.com Lead Capture CRM Automation Typeform SharpSpring

Create SharpSpring Leads Automatically from Typeform

Capture every form submission instantly as a sales-ready lead in your CRM. Eliminate manual entry and speed up follow-up.

Get This Workflow → Make.com · Typeform to SharpSpring · Free Template
Diagram showing a Typeform submission triggering a new lead creation in SharpSpring CRM

What This Workflow Does

Every time a potential customer fills out your Typeform—whether it's a contact form, demo request, or survey—you face a critical choice: manually copy their details into your CRM or risk losing the lead to follow-up delays. This manual process is slow, error-prone, and drains valuable sales time.

This automation solves that problem completely. It acts as a digital bridge between Typeform and SharpSpring. The moment a new response is submitted, the workflow instantly triggers, extracts the respondent's information (like email, name, and company), and creates a fully-fledged lead record in your SharpSpring CRM. This means your sales team is notified of a hot lead within seconds, not hours.

The business value is clear: faster lead response times lead to higher conversion rates. By automating this foundational sales process, you ensure no lead falls through the cracks and your team can focus on selling, not administrative data entry.

How It Works

The workflow follows a simple, reliable sequence to capture and qualify leads automatically.

Step 1: Monitor for New Typeform Responses

The automation continuously watches your specified Typeform for any new submissions. It uses the Make.com "Watch Responses" trigger, which activates the instant someone clicks "Submit."

Step 2: Extract and Structure Lead Data

The workflow pulls all the data from the form response. It maps key fields from Typeform (e.g., "What's your email address?") to the corresponding field names SharpSpring expects (e.g., "Email"). This step ensures clean, organized data enters your CRM.

Pro tip: Ensure your Typeform includes a required email field. This is the minimum data needed to create a valid lead in SharpSpring and is the cornerstone of this automation.

Step 3: Create the Lead in SharpSpring

Using the structured data, the automation makes an API call to SharpSpring to create a new lead. It populates the lead's contact information and can also assign custom tags, a lead source (e.g., "Typeform Webinar Sign-up"), or even assign the lead to a specific sales rep based on form answers.

Step 4: Confirm and Log the Action

The workflow can be configured to send a confirmation (like logging the new lead ID to a spreadsheet or sending a notification to a Slack channel) to verify successful creation. This provides an audit trail and peace of mind.

Who This Is For

This template is ideal for marketing teams, sales operations, and business owners who rely on Typeform for lead generation and use SharpSpring as their CRM. It's perfect for:

  • B2B Companies: That use Typeform for demo requests, whitepaper downloads, or contact forms and need immediate CRM follow-up.
  • Marketing Agencies: Managing client campaigns who need to seamlessly pass leads from landing pages (with Typeform embeds) into the client's SharpSpring account.
  • Coaches & Consultants: Using Typeform for discovery calls or service inquiries who want to automatically build their prospect list in a CRM.
  • Startups & SMBs: With small teams that can't afford manual data entry but need professional, fast lead management to compete.

What You'll Need

  1. A Make.com account (free tier available).
  2. A Typeform account with at least one live form collecting lead information.
  3. A SharpSpring account with admin access to generate API keys.
  4. Your Typeform API key (found in your Typeform account settings).
  5. Your SharpSpring API keys (Account ID, Secret Key, and Partner ID from the SharpSpring API settings).

Quick Setup Guide

You can have this automation running in under 15 minutes by following these steps:

  1. Clone the Template: Click "Get This Workflow" and duplicate the scenario into your Make.com account.
  2. Connect Typeform: In the first module, click the Typeform icon and authenticate your account. Then, select the specific form you want to monitor.
  3. Connect SharpSpring: In the "Create a Lead" module, click the SharpSpring icon. Enter your SharpSpring API credentials (Account ID, Secret Key, Partner ID) when prompted.
  4. Map Your Fields: This is the most important step. In the SharpSpring module, map the data from your Typeform response to the correct SharpSpring lead fields. At a minimum, map the email address.
  5. Test and Activate: Turn on the scenario and submit a test response to your Typeform. Check your SharpSpring lead list within a minute to confirm the new lead appears correctly.

Key Benefits

Instant Lead Capture: Reduce lead response time from hours (or days) to mere seconds. A lead that enters your CRM immediately is far more likely to be contacted while their interest is highest, boosting conversion rates by up to 400%.

Eliminate Human Error: Manual data entry is prone to typos, missed fields, and duplicate entries. This automation ensures every lead is created accurately and consistently, maintaining the integrity of your CRM data.

Reclaim Sales Hours: Save your sales team 5-10 hours per week previously spent on copying data from forms to the CRM. This time is better spent on high-value activities like calling prospects and closing deals.

Scalable Lead Management: As your form volume grows from tens to hundreds of submissions per month, this workflow scales effortlessly without requiring additional staff. Your lead process becomes a strength, not a bottleneck.

Improved ROI Tracking: By automatically tagging leads with the source (e.g., "Typeform - Q2 Campaign"), you gain clear visibility into which marketing efforts are generating the most qualified leads, allowing for better budget allocation.

Frequently Asked Questions

Common questions about Typeform and SharpSpring automation and integration

Automating lead capture eliminates manual data entry, ensuring no leads are lost or delayed. When someone fills out your Typeform, they are instantly created as a contact in SharpSpring, allowing your sales team to follow up immediately while the lead is hot, significantly increasing conversion chances.

Beyond speed, it creates a reliable, error-free system. Manual copying often leads to typos in emails or missed fields, which can kill a lead's potential. Automation guarantees data accuracy and consistency across every submission.

You can map any field from your Typeform to corresponding fields in SharpSpring. At minimum, you need an email address. You can also transfer name, phone number, company, custom answers, and even assign lead scores or tags based on form responses to prioritize follow-up.

For example, if your Typeform asks "What is your biggest challenge?" you could map that answer to a custom field in SharpSpring. This gives your sales team valuable context before they even make the first call, enabling more personalized and effective outreach.

Automation removes the administrative task of copying and pasting lead data. Sales reps get notified immediately about a new, qualified lead in their CRM, allowing them to reach out within minutes instead of hours or days. This speeds up the sales cycle and lets reps focus on selling, not data entry.

This efficiency gain is quantifiable. If a rep spends 30 minutes a day on manual entry, automating this process frees up over 120 hours per year per rep. That's time reinvested into building relationships and closing more business.

Yes, this workflow can be connected to any Typeform form, whether it's a contact form, webinar registration, product inquiry, or quote request. The key is ensuring your form collects the essential contact information your sales team needs to initiate a conversation.

The automation is flexible. You can create separate scenarios for different forms or use a single, robust scenario that intelligently routes leads based on which form was submitted, applying different tags or assignments in SharpSpring accordingly.

Common mistakes include not mapping all relevant form fields to the CRM, failing to test the connection with real submissions, and not setting up proper error handling (like if an email already exists in SharpSpring). Always do a test submission to verify the lead appears correctly with all data.

Another oversight is forgetting to set the lead source. Always configure the automation to tag the lead with "Typeform" and the specific form name in SharpSpring. This is crucial for tracking marketing campaign effectiveness and understanding where your best leads originate.

Absolutely. A CRM like SharpSpring centralizes all customer interactions, helps track leads through a pipeline, and automates marketing. For small businesses, efficiency is critical. Automating lead capture from forms is a low-cost, high-impact way to start leveraging a CRM's power without overwhelming your team.

The ROI comes from organization and scalability. A CRM prevents you from losing track of prospects in spreadsheets or inboxes. By starting with a simple automation like this, you build a foundation for growth that can handle increasing lead volume without adding administrative headcount.

Yes, GrowwStacks specializes in building custom automation systems that connect Typeform (or any form tool) to your specific CRM, whether it's SharpSpring, HubSpot, Salesforce, or another platform. We can handle complex mappings, lead scoring logic, and integration with your other tools like email or calendars.

Our team designs workflows tailored to your unique sales process. We go beyond simple data transfer to create intelligent systems that qualify leads, notify the right team member, and trigger follow-up sequences—all automatically.

  • Seamless integration with your existing tech stack.
  • Custom lead scoring and routing rules.
  • Ongoing support and optimization.

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