When
Each new response submitted to the Typeform referral form whose id you provide during the build.
Workflow starter brief
Process referrals and thank the referrer
Logs each referral, emails the referrer a thank you, and creates the referred lead in HubSpot with the credit attached.
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
- Send each referrer one thank you email from Gmail, skipping referrals already thanked.
- Look the referred person's email up in HubSpot and update that contact instead of creating a second one, storing the referrer's name and email on the record.
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
Capture a form lead and start the follow-up
Enriches each form lead, drafts the right follow-up email in Gmail, and opens a task for the rep who owns the contact.
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.
Log survey responses and alert on low scores
Adds each survey response to Google Sheets within minutes and emails the owner when the score falls below your threshold.
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