Typeform demo request → HubSpot contact + LoopMessage texts to lead and rep

Build me a deterministic code workflow that handles new Request a Demo submissions from Typeform. Trigger: a Typeform outgoing webhook fired by my Request a Demo form. The webhook payload contains the answers for name, work email, phone, company, and use case — read those fields straight out of the payload.

Step 1: HubSpot Batch Upsert Contacts. Match on email so a returning lead updates their existing record instead of duplicating. Write the name, work email, phone, company, and use case into the standard contact properties, and set lifecyclestage to marketingqualifiedlead. Capture the contact id and HubSpot record URL from the response so I can use them downstream.

Step 2: LoopMessage Check Contact Status on the lead's phone number (international E.164 format). If the status comes back subscribed or unknown, continue to step 3. If it comes back unsubscribed, skip step 3 and go straight to step 4.

Step 3: LoopMessage Send Message to the lead's phone. Keep the text short, plain, and free of links, currency amounts, attachments, and marketing copy so it satisfies LoopMessage's rules for an opt-in message to a new contact. Something like: "Hi {firstName}, thanks for requesting a demo of {our product}. Someone from our team will follow up within the hour."

Step 4: LoopMessage Send Message to the assigned sales rep's phone. Make the rep's phone number a configurable workflow input so I can change it without editing the workflow. The text to the rep should include the lead's name, company, use case, and the HubSpot record URL from step 1, so the rep can tap through and react immediately.

Every step is a known node with structured inputs, so keep this as a code workflow rather than an agent. Handle the case where LoopMessage returns a send failure by logging it and continuing — the HubSpot record is the source of truth, and a missed text should not block the rest of the flow.

Additional information

What does this prompt do?

The moment someone finishes your Request a Demo form, the lead is filed in HubSpot with name, work email, phone, company, and use case.
The new contact is tagged as a marketing-qualified lead so it shows up in your usual sales views and reports right away.
Your prospect gets a short, friendly iMessage or text confirming the request and promising a follow-up within the hour.
Your assigned sales rep gets a separate text with the lead's name, company, use case, and a direct link to the HubSpot record so they can react immediately.

What do I need to use this?

A Typeform Request a Demo form with fields for name, work email, phone, company, and use case.
A HubSpot account where the workflow can create and update contacts.
A LoopMessage account with a sender set up to text the lead and your sales rep.
The mobile number of the rep who should be paged when a new demo request lands.

How can I customize it?

Change which sales rep gets paged, or rotate between several reps based on company size or region.
Edit the confirmation text your lead receives, or tighten the follow-up promise from one hour to thirty minutes.
Adjust which HubSpot lifecycle stage the new contact lands in, or add extra properties like source, campaign, or owner.

Frequently asked questions

How fast does the lead actually get a text?

Typeform sends the submission to the workflow the instant the form is completed, and the text usually lands within a few seconds. There is no polling delay.

What if the lead's phone has opted out of texts?

Before sending, the workflow checks the contact's status with LoopMessage. If they are unsubscribed, the lead-side text is skipped. Your rep still gets paged either way.

Will this overwrite my existing HubSpot contacts?

No. The workflow matches on email, so a returning visitor updates their existing record instead of creating a duplicate. New emails create a fresh contact.

Does this work with HubSpot Free?

Yes. Creating and updating contacts and setting lifecycle stage are all available on the free tier of HubSpot.

Can I send to more than one sales rep?

Yes. You can add more phone numbers in the workflow settings, route by region or product line, or have everyone on a round-robin so coverage is even.