Welcome new form leads and alert sales

A lead who waits days for a reply loses interest. When your Fillout contact form is submitted, this adds the person to HubSpot, emails them a welcome by first name and posts the lead in Slack for sales.

Companies with more than 200 employees are called out as enterprise leads in Slack and also get a HubSpot task, due in one working day, for the account executive. The form needs questions named Name, Email, Company and Number of employees.

FilloutWhen a Fillout form receives a new response. Save it as lead.When a Fillout form receives a new response. Save it as lead.

Add the lead to HubSpotCreate the contact lead.answers.Email. Save it as contact.HubSpot

Welcome email to the leadSend an email to lead.answers.Email. Save it as welcomed. Subject: Thanks for getting in touchHi contact.properties.firstname, Thanks for reaching out to us. Someone from our team will be in touch with you soon. Best, The teamGmail

If lead.answers["Number of employees"] is greater than 200If lead.answers["Number of employees"] is greater than 200

Yes

Tell sales about the enterprise leadSend message to channel. Save it as enterprise_alert.Enterprise lead: lead.answers.Name from lead.answers.Company (lead.answers["Number of employees"] employees)Slack

Task for the account executiveCreate the task 'Contact enterprise lead lead.answers.Name from lead.answers.Company'. Save it as exec_task.HubSpot

No

Tell sales about the leadSend message to channel. Save it as lead_alert.New lead: lead.answers.Name from lead.answers.CompanySlack