Welcome new Typeform leads with Resend and add them to HubSpot

By General Input

Every new demo or contact form response triggers a personalized welcome email from Resend and a fresh, deduped lead in HubSpot.

Integrations

  • Typeform
  • HubSpot
  • Resend

Type

Agentic Task

Categories

  • Sales
  • Marketing

Build an agent workflow that turns every new Typeform demo or contact form response into an instant personalized welcome email and a fresh HubSpot lead.

Trigger: a new response in a specific Typeform form. Prefer a Typeform webhook so the workflow fires the moment someone submits. If a poll trigger for Typeform new responses is available, fall back to that. The form ID to watch is configurable.

When a new response arrives, the agent should:

1. Read the answers from the Typeform response (use Typeform's Retrieve Responses operation if it needs to fetch the full payload). Extract: full name, work email, company name, company size, the use case or pain point they described, how they heard about us / the channel they came from, and any intent signals (e.g. 'ready to buy', 'just exploring', requested a demo time).

2. De-dupe on email. Look the email up in HubSpot first. If a contact already exists, update the existing record with any new answer fields and stop. Do not send a welcome email to repeat submitters.

3. If the contact is new, call HubSpot's Create Contact operation to add them with email, first name, last name, company, phone (if provided), the captured form answers as custom properties, lifecycle stage set to 'lead', and the contact owner set to a configurable HubSpot owner ID.

4. Draft a tailored welcome email that references specifics from the submission. It should call out their company size band, the use case they described, and the channel they came from. Suggest one or two next steps based on intent: a calendar booking link for high-intent demo requests, a relevant case study or docs link for explorers. Keep it short, warm, and human. No em dashes.

5. Send the welcome via Resend's Send Email operation. The 'from' address is configurable so the user can pick the right sender alias (e.g. founder@, sales@, hello@). Set the reply-to to the assigned HubSpot owner's email when available. Send as HTML with a plain-text fallback.

Configuration the user must be able to edit easily: the Typeform form ID to listen to, the HubSpot owner who gets assigned to new leads, the Resend 'from' address, and the welcome email tone and signature.

Failure handling: if HubSpot create fails, still attempt the welcome email and log the failure. If Resend send fails, leave the HubSpot contact in place and surface the error. If the form response has no email address, skip silently.

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