Typeform to HubSpot Contact Automation
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Automates creating and updating HubSpot contacts based on Typeform submissions.
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About This Workflow
Overview
This workflow captures leads from a Typeform submission, creates or updates them as contacts in HubSpot, and then manages their lifecycle stage and sends a follow-up email if they expressed interest.
Key Features
- Integrates with Typeform to capture new leads.
- Creates new contacts or updates existing ones in HubSpot based on email address.
- Sets the HubSpot contact's lifecycle stage to 'Opportunity' for interested leads.
- Sends a personalized follow-up email to interested leads with scheduling and presentation links.
- Includes robust error handling.
How To Use
- Set up a Typeform form with the relevant fields for contact information (name, email, company, department, interest).
- Configure the
Typeform Triggernode with your Typeform form ID and credentials. - Ensure your HubSpot API credentials are set up correctly for the
Hubspot Triggernodes. - Customize the email content and links in the
send information(Gmail) node. - Map the Typeform fields to the correct HubSpot contact properties in the
Set valuesnode. - Adjust the conditions in the
lead interested(If) node if your interest question differs.
Apps Used
Workflow JSON
{
"id": "b39337a1-2f88-4c79-a5a3-c6af284f2d04",
"name": "Typeform to HubSpot Contact Automation",
"nodes": 0,
"category": "CRM & Marketing Automation",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: b39337a1-2f88...
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