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Workflow template

Capture a form lead and start the follow-up

Enriches each form lead, drafts the right follow-up email in Gmail, and opens a task for the rep who owns the contact.

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How it runs

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

When

Each new response submitted to the Typeform form whose id you ask me for.

Then

  1. Look the email domain up in Hunter for the company details.
  2. Look each email up in HubSpot and update that contact instead of creating a second one.
  3. Pick the follow-up based on the budget answer and draft that email in Gmail once per person.
  4. Create a HubSpot task for the contact owner due tomorrow, skipping contacts that already have one.

Apps it connects

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Agents should build your automations, not be them

Describe your first workflow in plain words. AI building is free within weekly usage limits; you pay when it runs.