Lead routing system: Qualify & direct Typeform leads to HubSpot, Sheets & Airtable
How it works This workflow starts whenever a new lead submits a Typeform. It captures the lead’s details, checks their budget, and routes them based on priority and source. High-budget leads are pushed into HubSpot wi...
Template notes
How it works This workflow starts whenever a new lead submits a Typeform. It captures the lead’s details, checks their budget, and routes them based on priority and source. High-budget leads are pushed into HubSpot with a follow-up task for sales. Facebook leads are logged in Google Sheets for marketing, while SurveyMonkey leads are stored in Airtable for campaign tracking. Finally, every lead receives an automated Gmail acknowledgment to confirm receipt and set expectations.
Step-by-step
Capture Leads - The workflow listens for new form responses from Typeform.
- Each lead’s details — name, email, phone, budget, and message — are captured for processing.
Prioritize High-Budget Leads - The budget field is checked.
- If the budget is greater than $5,000 → the lead is flagged as high priority.
- These leads are added or updated in HubSpot CRM.
- A priority follow-up task is created in HubSpot for the sales team.