Workflow templateWelcome 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.
Workflow illustration
01Trigger
TriggerEach new signup submitted 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.
03Ma
MailchimpAdd them to the Mailchimp audience id you choose in setup so the welcome journey starts, handling each email address only once.
04Sl
SlackPost the signup with the source they came from in the growth Slack channel id you choose in setup.
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 signup submitted 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.
- Add them to the Mailchimp audience id you choose in setup so the welcome journey starts, handling each email address only once.
- Post the signup with the source they came from in the growth Slack channel id you choose in setup.