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Sort website form messages into sales, support and spam

An AI reads each form message: sales enquiries go to HubSpot and Slack, support requests to your support team, spam is ignored.

On new submission in Fillout5 apps4 steps

Apps it connects

Authenticate each one once and the workflow is ready to run.

What it does

Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.

  1. 1FilloutNew submission triggerStarts when your contact form is submitted.
  2. If triage.output.category is “sales”

    1. 2HubSpotCreate contactAdds sales enquiries to HubSpot, or updates the contact if they exist.
    2. 3SlackSend messageTells your sales channel about the enquiry.

    Otherwise, if triage.output.category is “support”

    1. 4GmailSendEmails support requests to your support team.

How it works

What happens on each run, in plain English.

One contact form usually carries three kinds of message: people who want to buy, people who need help, and spam. This reads each submission and sends it where it belongs.

Sales enquiries are added to HubSpot and announced in Slack. Support requests are emailed to your support team with a one-line summary. Spam is ignored.

fillouthubspotslackgmailtriage

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