Instant Typeform demo response: HubSpot lead, text lead and rep

By General Input

When someone requests a demo, file them in HubSpot as a marketing-qualified lead, then text both them and your sales rep within seconds.

Integrations

  • Typeform
  • HubSpot
  • LoopMessage

Type

Deterministic Code

Categories

  • Sales
  • Marketing

Build me a deterministic code workflow that handles new Request a Demo submissions from Typeform. Trigger: a Typeform outgoing webhook fired by my Request a Demo form. The webhook payload contains the answers for name, work email, phone, company, and use case — read those fields straight out of the payload.

Step 1: HubSpot Batch Upsert Contacts. Match on email so a returning lead updates their existing record instead of duplicating. Write the name, work email, phone, company, and use case into the standard contact properties, and set lifecyclestage to marketingqualifiedlead. Capture the contact id and HubSpot record URL from the response so I can use them downstream.

Step 2: LoopMessage Check Contact Status on the lead's phone number (international E.164 format). If the status comes back subscribed or unknown, continue to step 3. If it comes back unsubscribed, skip step 3 and go straight to step 4.

Step 3: LoopMessage Send Message to the lead's phone. Keep the text short, plain, and free of links, currency amounts, attachments, and marketing copy so it satisfies LoopMessage's rules for an opt-in message to a new contact. Something like: "Hi {firstName}, thanks for requesting a demo of {our product}. Someone from our team will follow up within the hour."

Step 4: LoopMessage Send Message to the assigned sales rep's phone. Make the rep's phone number a configurable workflow input so I can change it without editing the workflow. The text to the rep should include the lead's name, company, use case, and the HubSpot record URL from step 1, so the rep can tap through and react immediately.

Every step is a known node with structured inputs, so keep this as a code workflow rather than an agent. Handle the case where LoopMessage returns a send failure by logging it and continuing — the HubSpot record is the source of truth, and a missed text should not block the rest of the flow.

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