Welcome new form leads and alert sales
When someone fills in your Fillout form, adds them to HubSpot, emails a welcome and tells sales, with a task for big companies.
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.
- 1FilloutNew submission triggerStarts when someone submits your form.
- 2HubSpotCreate contactAdds the lead to HubSpot, or updates them if they are already there.
- 3GmailSendSends the lead a welcome email.
If
lead.answers["Number of employees"]is more than 200- 4SlackSend messageTells sales about the lead.
- 5HubSpotCreate taskGives the account executive a task for an enterprise lead.
Otherwise
- 6SlackSend message
- 4
How it works
What happens on each run, in plain English.
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.
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