1.Detect new response in Heyflow
Integrate Heyflow and form submission routing to detect new responses to trigger contact creation workflows.
Create qualified CRM lead and deal from ad form
Automatically detect new response submissions across Heyflow and HubSpot. Create and update CRM contacts and deals when form responses arrive, leads submit, or responses postβso you can launch outreach, preserve campaign context, and build pipeline without manual follow-up.
How this automation qualifies CRM pipeline
When new response submissions hit Heyflow, leads stay unassigned and reps miss the warm window. This automation finds or creates HubSpot contacts, adds engagement notes, and creates deals while respond.io sends the right outreach templateβso your team can respond fast.
Heyflowor swap with your favorite app
2.Find or create contact in HubSpot
Integrate HubSpot and CRM data matching to find or create a contact, mapping email, phone, and UTM fields.
HubSpotor swap with your favorite app
3.Add engagement note to contact
Integrate HubSpot and note templates to attach an engagement note to the contact with submission context.
4.Create deal and associate contact
Integrate HubSpot and pipeline tracking to create a deal in the configured stage and associate it to the contact.
5.Score priority and select template
Integrate Sub-Zap by Zapier and scoring workflows to return a priority flag and weekday or weekend template choice.
Sub-Zap by Zapieror swap with your favorite app
6.Send outreach using chosen template
Integrate respond.io and messaging templates to create or update by phone and send the selected confirmation outreach.
respond.ioor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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