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Qualify High-Budget Leads: Typeform to HubSpot, Google Sheets & Slack Alerts

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Created by: Avkash Kakdiya || itechnotion

Avkash Kakdiya

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Last update 25 days ago

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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.