Enrich Typeform demos with Wiza, sync HubSpot, brief SDRs in Slack

Build an agent workflow that turns every new Typeform demo-request submission into a verified HubSpot contact and a one-paragraph SDR briefing in Slack, enriched with Wiza.

Trigger: a Typeform webhook fires when a new response is submitted to my demo-request form. Set up the webhook on the form and use the incoming payload as the agent input.

Step 1. Parse the Typeform response. Pull the prospect's name, work email, company or company URL, and LinkedIn URL out of the answers. Normalize the email domain from either the work email or the company URL. If both the LinkedIn URL and a usable work email are missing, skip the Slack post entirely but still save whatever fields were submitted to HubSpot. Stop the workflow there.

Step 2. Run a Wiza person reveal. Call Wiza's Start Individual Reveal with the LinkedIn URL if it was provided, otherwise with the work email. Capture the reveal ID. Then poll Wiza's Get Individual Reveal every few seconds until the status is "finished" (cap at roughly two minutes). When it finishes, pull the verified work email, mobile phone, full name, job title, and current employer from the result.

Step 3. Run a Wiza company lookup. Call Wiza's Company Enrichment on the company domain (from the work email or the company URL the prospect submitted). Pull industry, employee count or size band, headquarters location, and the company LinkedIn URL.

Step 4. Write to HubSpot. Use HubSpot's Batch Upsert Contacts, matched on email, to create or update the contact with: first name, last name, verified work email, mobile phone, job title, company, company domain, industry, employee count, lifecycle stage (default to "marketingqualifiedlead" but make this configurable), and a source field set to "Typeform demo request." If the contact already exists, the upsert should update those fields without creating a duplicate.

Step 5. Post the SDR briefing in Slack. Use Slack's Send a Message to post into a configured channel (default #demo-requests). The message should be a single paragraph, plain text, that includes: prospect name and title at company, verified work email and mobile phone, company size and industry, headquarters, the LinkedIn URL, and one or two sentences of obvious ICP fit notes based on the firmographics and form answers. Tag the assigned SDR by Slack handle at the start of the message. If a Slack user routing rule is configured (for example, by territory or company size), use it to pick the right handle; otherwise tag a default SDR.

Skip rules. If after Step 1 both LinkedIn URL and work email are missing, do not post to Slack. If Wiza's person reveal returns no match or times out, still upsert whatever raw form data is available into HubSpot and post a shorter Slack note that says the lead came in but could not be auto-enriched, so an SDR can follow up manually.

Make the Typeform form ID, default HubSpot lifecycle stage, default Slack channel, default SDR handle, and any territory routing rules configurable so I can tweak them without editing the agent instructions.