Triage Typeform leads to HubSpot with Apollo and Slack alerts

By General Input

When a new Typeform response comes in, an agent enriches the lead with Apollo, logs them in HubSpot, and only pings sales in Slack for the Hot fits.

Integrations

  • Typeform
  • Apollo
  • HubSpot
  • Slack

Type

Agentic Task

Categories

  • Sales

Build me an agent workflow that triages new inbound leads from my Typeform lead-gen form. The trigger is an outgoing Typeform webhook: every time a new response is submitted, fire the workflow with the response payload (respondent email plus the answers to my qualification questions, which include at minimum budget, team size, and timeline).

When the agent runs, do the following in order:

1. Enrich the respondent. Call Apollo People Enrichment using the email from the form to pull company name, company size, industry, job title, seniority, LinkedIn URL, and any other firmographic signals Apollo returns.

2. Classify the lead as Hot, Warm, or Cold. Combine the form answers (budget tier, team size, timeline urgency) with the Apollo enrichment (company size, industry fit, seniority of the respondent). Use these defaults that I can edit later: Hot = budget at or above my ICP threshold AND timeline within 90 days AND company size in target range; Cold = no budget OR clearly out of ICP; Warm = everything in between. Write a one-paragraph rationale explaining the tier.

3. Reconcile with HubSpot. Run HubSpot Search Contacts on the respondent email. If a contact already exists, attach the new context as a HubSpot Create Note on that contact (include the form answers, the Apollo highlights, the tier, and the rationale). If no contact exists, run HubSpot Create Contact with email, first name, last name, company, job title, lifecycle stage, and the tier mapped onto a custom property, then attach the same note to the new contact.

4. For Hot leads only, also run HubSpot Create Deal in my inbound pipeline at the appropriate first stage (the agent should pick the earliest stage in the inbound pipeline by default). Associate the deal with the contact, set the deal name to "Inbound: {company} - {first name} {last name}", and set the deal amount to the budget value from the form when available.

5. Route to Slack. For Hot leads, send a structured Slack message to #sales using Slack Send a Message: include the respondent name and company, the tier with a fire emoji, the top three enrichment highlights, the qualification answers, and a HubSpot deep link to the contact (and to the deal). For Warm leads, send a shorter Slack message with just the tier, name, company, and HubSpot link. For Cold leads, send a one-line Slack note ("Cold lead logged: {name} at {company}") so reps stay focused and are not pinged unnecessarily.

If Apollo cannot find the person or company, continue with the form data alone, mark the HubSpot note with "enrichment unavailable", and still classify the lead based on the form answers.

Make the qualification rules, the Slack channel, the deal pipeline, and the field mappings easy to edit in plain English so I can tune them without rewriting the workflow.

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