Hubspot Lead Capture and Engagement Workflow

This workflow is ideal for:

• Sales Teams looking to automate the lead generation process through Typeform submissions.
• Marketing Professionals who want to streamline their customer engagement by integrating HubSpot and Gmail for follow-ups.
• Small Business Owners aiming to efficiently manage contacts and improve lead conversion rates without manual intervention.
• Customer Support Teams that need to gather customer information quickly and respond with relevant information.

This workflow addresses several key challenges:

• Inefficient Lead Management: By automatically creating and updating contacts in HubSpot, it eliminates manual data entry, saving time and reducing errors.
• Missed Opportunities: It ensures that leads expressing interest are promptly updated and contacted, increasing the chances of conversion.
• Lack of Personalization: The workflow personalizes communication through tailored emails based on Typeform responses, enhancing customer engagement.
• Disconnected Systems: Integrating Typeform, HubSpot, and Gmail creates a seamless flow of information, ensuring all tools work together effectively.

1. Trigger: The workflow starts when a new submission is received from a Typeform form.
2. Set Values: It captures necessary information such as first name, last name, email, department, and company name from the Typeform response.
3. Create New Contact: A new contact is created in HubSpot using the captured information, ensuring that all leads are recorded.
4. Update Lead Stage: If the lead indicates interest, their lifecycle stage is updated to 'opportunity' in HubSpot.
5. Conditional Logic: The workflow checks if the lead is interested. If true, it proceeds to send an email; if false, it does nothing (NoOp).
6. Send Information: An email is sent to the interested lead with personalized content, providing resources and a call scheduling link.