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Workflow template

Review enriched leads before they reach the CRM

Enriches every new lead into an Airtable review queue and pushes the rows your team approves into HubSpot.

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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 fetch unhandled responses from the setup Typeform form.

Then

  1. Enrich the company with Apollo.
  2. Add answers, firmographics and a summary to the setup Airtable table, skipping existing responses.
  3. For Approved rows, update the matching HubSpot contact by email instead of duplicating it.
  4. Mark each Pushed.

Apps it connects

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