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Workflow template

Collect leads in a Telegram bot conversation

Asks for name, email, phone and company one question at a time, keeps the answers in a sheet, and adds each finished lead to HubSpot. After publishing, you pick a secret token in Whenever and pass it with the webhook address to Telegram's setWebhook; one bot serves one workflow.

How it runs

This is the brief Whenever builds from. Change any of it in plain words before you publish.

When

A message a person sends to my Telegram bot.

Then

  1. Find this chat id's row on the first tab of the Google Sheets spreadsheet id you choose in setup (Chat Id, Name, Email, Phone, Company, Status).
  2. If Status is Done, stop.
  3. If there is no row, add one and ask in Telegram for their name.
  4. Otherwise save the message into the first empty field and ask for the next one.
  5. Once all four are filled, create a HubSpot contact, set Status to Done and thank them.

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