Welcome new Typeform leads with a Quo SMS and a HubSpot contact

By General Input

Every new Typeform lead gets a templated welcome text from your Quo number and a tagged contact in HubSpot. No copy-paste, no missed leads.

Integrations

  • Typeform
  • Quo
  • HubSpot

Type

Deterministic Code

Categories

  • Sales
  • Marketing

Build a code workflow that fans a new Typeform lead out to Quo (SMS) and HubSpot (CRM) the moment the form is submitted. This should be deterministic with discrete nodes, no LLM in the loop.

Trigger: webhook from Typeform on a new response for my lead-capture form. Ask me which Typeform form to connect during setup.

Step 1 — Pull the full submission payload from Typeform using Retrieve Responses, scoped to the response ID delivered by the webhook. Extract first name, last name, email, and phone from the answer fields. Also capture the form title so we can reference it later.

Step 2 — Create a Contact in Quo with the lead's first name, last name, email, and phone. Use E.164 format for the phone number (Quo requires it).

Step 3 — Branch on whether the phone field is present. If phone is empty, skip the SMS step and go straight to the HubSpot step. If phone is present, use Send Text Message in Quo to send a templated welcome SMS from our Quo number to the lead. The body is a fixed string template with the lead's first name and the form title interpolated, for example: "Hi {{firstName}}, thanks for filling out the {{formTitle}} form. We will be in touch shortly." Ask me for the exact copy and the Quo number to send from during setup.

Step 4 — Create Contact in HubSpot with the lead's email, first name, last name, and phone. Set the lifecycle stage property to the Typeform form name (or ask me which lifecycle stage value to use during setup). This step always runs, whether or not the SMS was sent.

Error handling: if Quo returns a duplicate-contact error, treat it as success and move on. If HubSpot returns a duplicate-email conflict, treat it as success and move on. Log each lead's outcome (sms_sent, sms_skipped, contact_created, contact_duplicate) so I can audit results later.

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