Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Improves internal consulting operations and productivity.
How it works This workflow captures new leads from Typeform, instantly checks if their budget is above $5,000, and prioritizes them for faster sales follow-up. High-budget leads are enriched in HubSpot as contacts with detailed properties, and a priority task is created for the sales team. Leads are then routed based on their source (Facebook or SurveyMonkey), logged into Google Sheets for marketing or campaign tracking, and finally, a Slack notification is sent to alert the team in real time. Step-by-step Capture & Qualify Leads The workflow triggers on new Typeform submissions. It evaluates the budget field to identify high-priority leads (>$5,000). CRM Enrichment High-priority leads are automatically created or updated as contacts in HubSpot. A priority follow-up task is logged in HubSpot with the lead’s budget details. Source-Based Routing If the lead comes from Facebook or SurveyMonkey, their details are logged in a Google Sheet. This ensures marketing and campaign teams can analyze and track leads separately. Team Notifications Once logged, the workflow sends a Slack message to the sales/marketing channel. The message includes the lead’s name, email, phone, budget, and source, ensuring instant visibility for follow-up. Why use this? Automatically qualifies high-value leads based on budget. Syncs lead details seamlessly with HubSpot CRM. Routes leads by source for better campaign tracking. Keeps sales and marketing teams aligned with real-time Slack alerts. Cuts down manual effort, ensuring faster response times and higher conversion rates.
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