How it works
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. An n8n automation workflow template by Avkash Kakdiya.
Avkash Kakdiya
web
free
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