Route Typeform leads into Flodesk segments automatically

Build an agent workflow that routes new Typeform lead-magnet and quiz responses into the right Flodesk segment, and pings me in Slack with a short profile of each lead.

Trigger: an incoming webhook from Typeform on new form submission. I want this to run automatically the moment someone finishes a form.

Step 1. Parse the Typeform submission payload. The fields will vary across my forms (lead magnet, quiz, intake), so do not hard-code a fixed field mapping. Reason over the payload to extract the respondent's first name, last name, email, and the text of every other answer they gave.

Step 2. Call Flodesk's List All Segments to fetch the segments that currently exist in my account. Then pick the segment whose name best fits this respondent based on their answers. For example, an answer like 'I run an agency' should map to a segment named 'Agency', and 'I'm a solo creator' should map to a segment named 'Solopreneur'. Treat the segment names as the source of truth, since I keep them descriptive on my side.

If you cannot confidently pick a segment, default to a segment named 'Unsorted Leads' and surface that decision in the Slack message so I know to review it manually.

Step 3. Call Flodesk's Create or Update Subscriber with the respondent's email, first name, and last name. Pass each Typeform question and answer as a custom_fields entry on the subscriber so I can use them as merge tags in future emails. If the email is already in Flodesk, update the existing record rather than creating a duplicate.

Step 4. Call Flodesk's Add Subscriber to Segments with the subscriber and the segment id you picked. Do not remove them from any other segments they are already in.

Step 5. Post a Slack message using Slack Bot's Send a Message to my leads channel. Format it as a short lead profile with: the person's name and email, the two or three answers that drove your segmentation decision, and the name of the segment they were placed in. If they were placed in 'Unsorted Leads', say so clearly and explain why you could not pick a confident segment, so I can sort them by hand.

Keep the Slack message short and scannable. I want to be able to glance at it and sanity-check the segmentation choice in two seconds.

Additional information

What does this prompt do?

Reads each new Typeform submission and pulls the name, email, and answers, even when your forms have different questions.
Looks at the segments you already have in Flodesk and picks the best fit based on how the person answered.
Saves the person as a Flodesk subscriber with their answers attached as custom fields, then adds them to the chosen segment.
Posts a short lead profile to your Slack channel showing the answers that drove the choice and which segment they were placed in.

What do I need to use this?

A Typeform account and the form you collect responses on.
A Flodesk account with a few segments set up, including a catch-all like 'Unsorted Leads' for cases the agent can't confidently sort.
A Slack workspace and the channel where you want lead pings to appear.

How can I customize it?

Describe your segmentation rules in plain English so the agent knows how your audience maps to your segment names (for example, agency owners go to 'Agency', solo creators go to 'Solopreneur').
Change the Slack channel, the wording of the alert, or which answers show up in the summary.
Swap the catch-all segment name, or have the agent DM you directly instead of posting to a channel.

Frequently asked questions

Does this still work if every Typeform form has different questions?

Yes. The agent reads whatever answers arrive and reasons over the text, so the same workflow can handle a lead magnet, a quiz, and an intake form without remapping fields each time.

What happens if the agent isn't sure which segment a lead belongs in?

It drops them into your catch-all segment (the default name is 'Unsorted Leads') and flags it clearly in the Slack message so you can sort them by hand.

Will it create duplicate subscribers in Flodesk?

No. If the email already exists in Flodesk, the workflow updates the existing record with the latest answers instead of creating a new one, and adds them to the chosen segment without removing them from others.

Can I store the Typeform answers in Flodesk for later use in emails?

Yes. The agent saves the answers as custom fields on the subscriber, so you can use them as merge tags or trigger downstream workflows from them.

Do I need to write any code to set this up?

No. Connect Typeform, Flodesk, and Slack once, then describe your segments in plain language. The workflow runs automatically every time a new response comes in.