Qualify and route new form leads to the right system automatically

Sorts new form leads by budget and source, then routes them to HubSpot, Sheets, or Airtable and sends a reply.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"new form submitted"]:::trig s0["Check budget and source"]:::task s1["Send confirmation reply"]:::svc trig --> s0 gx{"× budget and source rule"}:::gate s0 --> gx p00["Add to HubSpot"]:::task gx -->|"High budget leads"| p00 p01["Create follow up task"]:::task p00 --> p01 p10["Log to Google Sheets"]:::task gx -->|"Facebook leads"| p10 p20["Log to Airtable"]:::task gx -->|"SurveyMonkey leads"| p20 jn{"○ continue to reply"}:::gate p01 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"leads routed and confirmed"/]:::out pay{{"prioritized leads reach sales faster"}}:::pay s1 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineEmail AutomationSpreadsheet & Database OpsSurvey & Feedback
Connects
TypeformHubSpotGoogle SheetsAirtableGmail

The problem it solves

Leads come in from different forms and channels, but sorting out which ones are worth prioritizing and where to file them takes time your sales team doesn't have. High-value leads can sit unnoticed next to low-priority ones until someone manually checks.

Who it fits

Sales and marketing teams generating leads from multiple form sources.

How it works

  1. A new form submission starts the process
  2. The lead's budget and source are checked
  3. High-budget leads go into HubSpot with a follow-up task created for sales
  4. Facebook leads are logged to Google Sheets and SurveyMonkey leads to Airtable
  5. Every lead receives an automatic Gmail reply confirming their submission
What you get

Leads routed to the right list automatically

New form leads get sorted by budget and source, routed to the right system, and sent an instant confirmation reply.

What you get

Organized, prioritized leads in the right system, plus an automatic reply to every lead.

What you need

A Typeform account, a HubSpot account, a Google Sheets account, an Airtable account, and a Gmail account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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