When
Choose a schedule: daily at 09:00 AM UTC or faster on Pro; then collect unhandled setup Typeform responses and new rows in the setup Google Sheets tab.
Workflow starter brief
Run one pipeline for leads from every channel
Merges leads from a form and a sheet into HubSpot, routes them by territory, and starts the nurture that matches the source.
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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Update the matching HubSpot contact by email.
- Set an empty territory owner from country.
- Add them to the setup Mailchimp audience tagged with source.
- Post each new assignment once to the setup sales Slack channel.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
Typeform
Google SheetsRelated templates
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.
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.
Route large expense claims to a manager
Logs every expense submission in a sheet and alerts a manager in Slack when the amount is over the approval limit.
Acknowledge contact form leads within minutes
Logs each contact form submission, sends an acknowledgement within minutes, and alerts the on-duty rep in Slack.
Agents should build your automations, not be them
Describe your first workflow in plain words. One stays live for free, no credit card.
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