Route Typeform leads into smart Flodesk segments with a Slack ping

By General Input

Every new form response gets matched to the right Flodesk segment based on the answers, then announced in your Slack lead channel.

Integrations

  • Typeform
  • Flodesk
  • Slack Bot

Type

Agentic Task

Categories

  • Marketing
  • Sales

Build an agent workflow that routes new Typeform lead-magnet and quiz responses into the right Flodesk segment, and pings me in Slack with a short profile of each lead.

Trigger: an incoming webhook from Typeform on new form submission. I want this to run automatically the moment someone finishes a form.

Step 1. Parse the Typeform submission payload. The fields will vary across my forms (lead magnet, quiz, intake), so do not hard-code a fixed field mapping. Reason over the payload to extract the respondent's first name, last name, email, and the text of every other answer they gave.

Step 2. Call Flodesk's List All Segments to fetch the segments that currently exist in my account. Then pick the segment whose name best fits this respondent based on their answers. For example, an answer like 'I run an agency' should map to a segment named 'Agency', and 'I'm a solo creator' should map to a segment named 'Solopreneur'. Treat the segment names as the source of truth, since I keep them descriptive on my side.

If you cannot confidently pick a segment, default to a segment named 'Unsorted Leads' and surface that decision in the Slack message so I know to review it manually.

Step 3. Call Flodesk's Create or Update Subscriber with the respondent's email, first name, and last name. Pass each Typeform question and answer as a custom_fields entry on the subscriber so I can use them as merge tags in future emails. If the email is already in Flodesk, update the existing record rather than creating a duplicate.

Step 4. Call Flodesk's Add Subscriber to Segments with the subscriber and the segment id you picked. Do not remove them from any other segments they are already in.

Step 5. Post a Slack message using Slack Bot's Send a Message to my leads channel. Format it as a short lead profile with: the person's name and email, the two or three answers that drove your segmentation decision, and the name of the segment they were placed in. If they were placed in 'Unsorted Leads', say so clearly and explain why you could not pick a confident segment, so I can sort them by hand.

Keep the Slack message short and scannable. I want to be able to glance at it and sanity-check the segmentation choice in two seconds.

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