Workflow templateCollect 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.
Workflow illustration
01Trigger
TriggerA message a person sends to my Telegram bot.
02Go
Google SheetsFind 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).
03
Custom stepIf Status is Done, stop.
04Te
TelegramIf there is no row, add one and ask in Telegram for their name.
05
Custom stepOtherwise save the message into the first empty field and ask for the next one.
06Hu
HubSpotOnce all four are filled, create a HubSpot contact, set Status to Done and thank them.
07
OutputFinish
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
- 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).
- If Status is Done, stop.
- If there is no row, add one and ask in Telegram for their name.
- Otherwise save the message into the first empty field and ask for the next one.
- Once all four are filled, create a HubSpot contact, set Status to Done and thank them.