Hubspot Automate

For Hubspot, this automated workflow efficiently captures and processes leads from Typeform submissions, creating new contacts and updating their status to 'opportunity.' It sends personalized follow-up emails to interested leads, streamlining communication and enhancing lead engagement.

7/8/2025
7 nodes
Medium
manualmediumhubspotnooptypeformtriggergmaillogicconditional
Categories:
Communication & MessagingManual TriggeredMedium WorkflowCRM & Sales
Integrations:
HubspotNoOpTypeformTriggerGmail

Target Audience

This workflow is ideal for:
- Sales Teams looking to automate the lead generation process through Typeform submissions.
- Marketing Professionals who want to streamline their customer engagement by integrating HubSpot and Gmail for follow-ups.
- Small Business Owners aiming to efficiently manage contacts and improve lead conversion rates without manual intervention.
- Customer Support Teams that need to gather customer information quickly and respond with relevant information.

Problem Solved

This workflow addresses several key challenges:
- Inefficient Lead Management: By automatically creating and updating contacts in HubSpot, it eliminates manual data entry, saving time and reducing errors.
- Missed Opportunities: It ensures that leads expressing interest are promptly updated and contacted, increasing the chances of conversion.
- Lack of Personalization: The workflow personalizes communication through tailored emails based on Typeform responses, enhancing customer engagement.
- Disconnected Systems: Integrating Typeform, HubSpot, and Gmail creates a seamless flow of information, ensuring all tools work together effectively.

Workflow Steps

  • Trigger: The workflow starts when a new submission is received from a Typeform form.
    2. Set Values: It captures necessary information such as first name, last name, email, department, and company name from the Typeform response.
    3. Create New Contact: A new contact is created in HubSpot using the captured information, ensuring that all leads are recorded.
    4. Update Lead Stage: If the lead indicates interest, their lifecycle stage is updated to 'opportunity' in HubSpot.
    5. Conditional Logic: The workflow checks if the lead is interested. If true, it proceeds to send an email; if false, it does nothing (NoOp).
    6. Send Information: An email is sent to the interested lead with personalized content, providing resources and a call scheduling link.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying Typeform Questions: Change the questions in the Typeform to gather different information based on your needs.
    - Adjusting Email Content: Edit the email message and subject line in the 'send information' node to match your brand voice and specific offerings.
    - Changing HubSpot Fields: Update the additional fields in the 'create new contact' node to include any extra information you want to capture.
    - Altering Lead Stage Logic: Adjust the lifecycle stage or add more conditions in the 'lead interested' node to cater to different types of leads.
    - Integrating Additional Tools: Expand the workflow by adding more nodes or integrations with other services that your business uses.