When
Ask me to choose daily at 09:00 AM UTC or faster on Pro; then collect unhandled Typeform responses and new rows in the setup Google Sheets spreadsheet and tab.
Workflow template
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.
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
Then
- Normalize first name, last name, email, phone and company.
- Find each email in HubSpot and update that contact rather than duplicate it.
- Write the source product into its Lead source property.
Apps it connects
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All templatesBuild this workflowFile form contacts in your CRMCreates or updates a CRM contact from each form submission and keeps a tagged copy in a sheet.Build this workflowLog survey responses and alert on low scoresAdds each survey response to Google Sheets within minutes and emails the owner when the score falls below your threshold.Build this workflowRoute large expense claims to a managerLogs every expense submission in a sheet and alerts a manager in Slack when the amount is over the approval limit.Build this workflowAgents should build your automations, not be them
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