Marketing automation templates

Content calendars, campaign reports, social posting and audience sync. Pick a brief and Whenever writes it against your accounts.

File form contacts in your CRM

01Trigger
TriggerEach new submission to the Typeform form whose id you provide during the build.
02Hu
HubSpotLook each email up in HubSpot first and update that contact instead of creating a second one, filling in the submitted name, email, phone, and company.
03
Custom stepTag it with the inquiry type the person picked.
04Go
Google SheetsAppend the same details to the Google Sheets spreadsheet id you choose in setup, skipping emails already listed there.
05
OutputFinish

Marketing workflow briefs

Creates or updates a CRM contact from each form submission and keeps a tagged copy in a sheet.

Adds every campaign signup to your email audience, sends a confirmation, and tells marketing in Slack.

Records every NPS answer in a sheet, recalculates the rolling score, and calls out low scores in Slack.

Saves each registration to a sheet, sends a calendar invite and confirmation, and alerts the organizer.

Records attendance and dietary needs from your RSVP form and emails the host a daily headcount digest.

Creates a CRM record for each new signup, starts the welcome emails, and posts the signup source to Slack.

Acknowledges each website contact request by email, files it in your CRM, and posts it to your team channel.

Publishes due planner rows to each network on the cadence you choose and writes each post link back.

Logs each text or video testimonial with its consent answer and asks marketing to review it in Slack.

Describe your first workflow in plain words. One stays live for free, no credit card.

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