When
Each new signup submitted to the Typeform form whose id you provide during the build.
Workflow starter brief
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.
Build this workflowNo credit card requiredAI building has weekly usage limits.
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
- 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.
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
TypeformRelated templates
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.
Capture campaign signups and confirm them
Adds every campaign signup to your email audience, sends a confirmation, and tells marketing in Slack.
Answer website contact requests in minutes
Acknowledges each website contact request by email, files it in your CRM, and posts it to your team channel.
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.
Agents should build your automations, not be them
Describe your first workflow in plain words. One stays live for free, no credit card.
No credit card required