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Workflow template

Run one pipeline for leads from every channel

Merges leads from a form and a sheet into HubSpot, routes them by territory, and starts the nurture that matches the source.

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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

Ask me to choose daily at 09:00 AM UTC or faster on Pro; then collect unhandled setup Typeform responses and new rows in the setup Google Sheets tab.

Then

  1. Update the matching HubSpot contact by email.
  2. Set an empty territory owner from country.
  3. Add them to the setup Mailchimp audience tagged with source.
  4. Post each new assignment once to the setup sales Slack channel.

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.