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Workflow template

Welcome new signups and tell the team

Creates a CRM record for each new signup, starts the welcome emails, and posts the signup source to Slack.

How it runs

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

When

Each new signup submitted 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.
  2. Add them to the Mailchimp audience id you choose in setup so the welcome journey starts, handling each email address only once.
  3. Post the signup with the source they came from in the growth Slack channel id you choose in setup.

Apps it connects

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