Route Typeform leads to Excel, HubSpot, and Slack

By General Input

Score every new Typeform response, log it to your Excel Leads Master sheet, add it to HubSpot, and ping sales in Slack with the highlights.

Integrations

  • Typeform
  • Microsoft Excel
  • HubSpot
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Operations

I want an agent workflow that captures and routes every inbound lead from my Typeform survey into Excel, HubSpot, and Slack.

Trigger: a webhook from Typeform that fires when a new response is submitted to my lead-capture form.

When a submission comes in, the agent should:

1. Call Typeform "Retrieve Responses" to pull the full payload for the new submission so it has every answer, not just the webhook preview.

2. Reason about the answers and extract: the lead's full name, company, work email, a short summary of their intent or use case, and a simple fit score from 1 to 5. Start with this rubric and let me tune it: 5 = enterprise title plus stated budget plus clear use case, 3 to 4 = mid-market or a clear pain but no budget yet, 1 to 2 = student, personal use, competitor, or obvious spam.

3. Call HubSpot "Search Contacts" by the parsed email to check whether this person already exists in my CRM. If a contact is found, skip the HubSpot create step entirely but still log the new submission to Excel and still post to Slack with a note that this is a returning lead.

4. Call Microsoft Excel "Add Table Row" to append a normalized row to my workbook. If the fit score is 3, 4, or 5 the row goes to the "Leads Master" table on the main tab. If the score is 1 or 2 the row goes to the "Cold" tab instead. Columns to populate: date submitted, source (always "Typeform" plus the form name), full name, company, email, intent summary, fit score, and a link back to the raw Typeform response.

5. If the HubSpot search in step 3 did not find a contact, call HubSpot "Create Contact" with the parsed fields. Set the lifecycle stage based on score: 5 = Sales Qualified Lead, 3 to 4 = Marketing Qualified Lead, 1 to 2 = Subscriber. Include the intent summary in a notes or message-to-sales property.

6. Call Slack "Send a Message" to my #sales channel with a one-line summary of the lead. Format: "New lead: {name} at {company}, score {score}/5, {one-sentence intent}." Include a link to the HubSpot contact record (or a note that the contact was already in HubSpot) and a link to the row in Excel if easy to construct.

Nuance and edge cases to handle:

- If the email is missing or obviously fake (free-mail with a junk pattern, no @ sign, role addresses like info@), still log to the Cold tab in Excel but skip HubSpot and post a lower-priority Slack message.

- If any single step fails (HubSpot rate-limited, Excel table not found, Slack channel archived), continue with the remaining steps and include the failure in the Slack message so I know what to retry manually.

- Keep the Slack message short. Do not paste the full Typeform payload.

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