1.Creates new form entry
Integrate Typeform, form capture tools, and contact databases to detect new entries and start qualification processing.
Create qualified deals and enroll applicants into workflows
Automatically capture new Typeform entries across Typeform, HubSpot, and Hyros. Create and update qualified contacts, deals, and pipeline notes when scores map to WAITLIST, MQL, or DISCOVERYβso you can enroll applicants into the right workflows, track deal stages, and log qualification details without manual routing.
How this automation creates qualified deals and accelerates enrollment
When new form responses arrive, qualification can stall and qualified applicants wait for follow-up. This automation translates scores into labels, routes applicants, and creates contacts and dealsβso your team can move leads into the right nurture and sales workflow.
Typeformor swap with your favorite app
2.Looks up qualification label
Integrate Formatter by Zapier and lookup table tools to map the form score variable to a qualification label.
Formatter by Zapieror swap with your favorite app
3.Routes by qualification
Integrate Filter by Zapier (Paths) and branching rules to continue only for qualifying records and send the right path.
Filter by Zapieror swap with your favorite app
4.Updates contact properties
Integrate HubSpot and CRM workflows to find or create a contact, then update qualification properties and enroll in the branch workflow.
HubSpotor swap with your favorite app
5.Creates or updates deals
Integrate HubSpot and sales pipelines to find or create a deal, set stage and amount, and add an engagement note.
6.Creates lead record
Integrate Hyros and lead tracking tools to create a lead, apply stage, and add tags based on qualification.
Hyrosor swap with your favorite app
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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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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