Who is this workflow for? Streamline your lead generation process by automatically capturing Typeform submissions and importing them into HubSpot as new contacts. This workflow ensures that every form submission is seamlessly integrated into your CRM, enhancing your ability to manage and engage potential leads effectively..

What does this workflow do?

  • Typeform Trigger: The workflow initiates when a user submits a Typeform. This submission serves as the event that triggers the entire automation process.
  • Set Fields: Extract and map the relevant information from the Typeform submission, setting the necessary fields for integration with HubSpot.
  • Create New Contact in HubSpot (HubSpot 1): Using the extracted data, a new contact is created in HubSpot, ensuring that all lead information is centralized in your CRM.
  • Filter by Interest (IF): The workflow evaluates the contact’s responses to determine if they have expressed interest in business services. This conditional step ensures that only relevant leads proceed to the next stage.
  • Update Contact Stage to Opportunity (HubSpot 2): For contacts interested in business services, their stage is updated to “Opportunity” in HubSpot, enabling targeted sales efforts.
  • Send Informational Email via Gmail: An automated email containing informational material is sent to opportunity contacts, fostering engagement and providing valuable resources.
  • No Operation for Non-Interested Contacts (NoOp): Contacts who do not express interest in business services are identified, and no further action is taken, keeping the workflow efficient.

🤖 Why Use This Automation Workflow?

  • Automated Data Transfer: Eliminate manual data entry by automatically transferring form submissions to HubSpot.
  • Enhanced Lead Management: Automatically categorize and update leads based on their responses, ensuring timely and relevant follow-ups.
  • Improved Efficiency: Save time and reduce errors by automating repetitive tasks, allowing your team to focus on strategic activities.

👨‍💻 Who is This Workflow For?

This workflow is ideal for marketing teams, sales professionals, and businesses that use Typeform for capturing leads and HubSpot as their CRM. It is particularly beneficial for organizations seeking to enhance their lead management process through automation.

🎯 Use Cases

  1. Event Registrations: Automatically capture attendee information from Typeform event registration forms into HubSpot for follow-up and engagement.
  2. Product Inquiries: Manage and categorize potential customers who submit product interest forms, updating their status in HubSpot for targeted marketing campaigns.
  3. Customer Feedback: Collect and organize customer feedback through Typeform, creating new contacts in HubSpot for further analysis and relationship-building.

TL;DR

This workflow seamlessly integrates Typeform with HubSpot to automatically capture and manage leads. By automating the transfer of form submissions, categorizing contacts based on their interest, and initiating targeted follow-ups, this workflow enhances your lead management process, saving time and improving the effectiveness of your marketing and sales efforts.

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