Workflow templates

AI Lead Qualification and HubSpot Handoff

Turn each unseen Typeform response into a verified and qualified HubSpot contact, with an immediate Slack handoff for the strongest leads.

AI Typeform Abstract API HubSpot Slack

Workflow preview

Drag to pan, click a step to center it, or use the controls to fit and zoom.

Loading workflow preview…
  1. Fifteen-minute schedule or manual run
  2. Read recent Typeform responses
  3. Remove responses already handled
  4. Normalize one lead
  5. Validate the email
  6. AI qualification
  7. Upsert accepted contact in HubSpot
  8. Notify Slack only for hot leads
  9. Remember handled response
  10. End
Read-only preview Loading preview…

How it works

  1. Read a response New Typeform submission
  2. Verify the email Check deliverability and validity
  3. AI qualifies Assess fit from supplied details
  4. Update HubSpot Accepted leads only

Related templates

Browse all templates

AI LinkedIn Post Publisher

Turn a verified campaign brief into a focused LinkedIn post, review the exact copy, and publish it through a connected LinkedIn profile or Company Page.

AI Instagram Post Publisher

Turn a verified campaign brief and a public image into an Instagram caption, review the exact post, and publish it through a connected professional account.

AI Social Campaign Draft Builder

Turn one campaign brief into a reviewed multi-platform draft pack, then create the approved posts as Postiz drafts.