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Workflow template

File form contacts in your CRM

Creates or updates a CRM contact from each form submission and keeps a tagged copy in a sheet.

How it runs

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

When

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

Then

  1. 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.
  2. Tag it with the inquiry type the person picked.
  3. Append the same details to the Google Sheets spreadsheet id you choose in setup, skipping emails already listed there.

Apps it connects

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