Workflow templateFile form contacts in your CRM
Creates or updates a CRM contact from each form submission and keeps a tagged copy in a sheet.
Workflow illustration
01Trigger
TriggerEach new submission to the Typeform form whose id you ask me for.
02Hu
HubSpotLook 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.
03
Custom stepTag it with the inquiry type the person picked.
04Go
Google SheetsAppend the same details to the Google Sheets spreadsheet id you choose in setup, skipping emails already listed there.
05
OutputFinish
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
- 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.
- Tag it with the inquiry type the person picked.
- Append the same details to the Google Sheets spreadsheet id you choose in setup, skipping emails already listed there.