Add form respondents to CRM and follow-up workflows

Your Typeform opt-ins often go untracked, leaving workshop and resource leads unmanaged. Leads are added to CRM, subscribed to sequences, and assigned tasks so you can follow up same day.

Overview

When form opt-ins aren't captured, outreach windows close and revenue opportunities cool off. This flow guarantees every workshop or resource request becomes a tracked CRM lead, is enrolled in sequences, and gets a same-day follow-up task so momentum is preserved within 24 hours.