When
Each new submission to the Typeform form whose id you provide during the build.
Workflow starter brief
File form contacts in your CRM
Creates or updates a CRM contact from each form submission and keeps a tagged copy in a sheet.
Build this workflowNo credit card requiredAI building has weekly usage limits.
When to choose this template
Choose this for Typeform-only intake into HubSpot, tagged by inquiry type, with a matching contact copy in Google Sheets.
Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Look 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.
- Tag it with the inquiry type the person picked.
- Append the same details to the Google Sheets spreadsheet id you choose in setup, skipping emails already listed there.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
TypeformRelated templates
Bring every lead source into one CRM record
Collects new leads from Typeform and a Google Sheets tab and creates or updates a single HubSpot contact with its original source.
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Merges leads from a form and a sheet into HubSpot, routes them by territory, and starts the nurture that matches the source.
Log survey responses and alert on low scores
Adds each survey response to Google Sheets within minutes and emails the owner when the score falls below your threshold.
Route large expense claims to a manager
Logs every expense submission in a sheet and alerts a manager in Slack when the amount is over the approval limit.
Agents should build your automations, not be them
Describe your first workflow in plain words. One stays live for free, no credit card.
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