Send enriched Typeform demo requests to monday.com and Slack
Every new demo or contact form response gets enriched, dropped on your monday.com sales board, and announced in Slack so an AE can claim it fast.
Typeform
Monday.com
Slack Bot
Internet SearchSalesLead EnrichmentNotifications & AlertsBuild me an agent workflow that turns every new Typeform demo or contact form submission into an enriched lead on my monday.com sales board, with a fast Slack alert so an AE can claim it.
Trigger: a Typeform webhook on a new form submission. The webhook payload contains the answers, but if anything important is missing or malformed, refetch the full response from Typeform using Retrieve Responses (filter by the response token from the webhook).
Once the response is in hand, the agent should:
1. Pull out the contact name, email, company, and any free-text answers that signal intent (use case, team size, budget, timeline).
2. Do a quick web search on the company for size, industry, and any recent news (funding, product launches, hiring). Use the result to write a one-line context note and assign a simple lead score (Hot, Warm, or Cold) based on whatever ICP signals we can infer from the answers plus the enrichment.
3. Create a new item on the designated monday.com sales board using Create Item, dropped into the right group (for example, a New Leads group). Then populate the contact name, email, company, source (Typeform form name), lead score, and the one-line context note in a single mutation via Change Multiple Column Values. Column IDs and the column mapping should be configurable.
4. Post a short notification to the designated Slack channel using Send a Message on the Slack Bot. Keep it skimmable in two seconds: lead name, company, lead score, one-line context note, and a clickable link to the new monday.com item. Use Slack mrkdwn formatting (single asterisks for bold, angle-bracket links).
Make the Typeform form ID, the monday.com board ID and column mapping, the New Leads group ID, and the Slack channel all configurable so I can point this at different forms or boards without editing the workflow. If the company can't be found online, still create the monday.com item and post the Slack alert, just flag the enrichment as missing so the AE knows.
What does this prompt do?
- Catches every demo or contact form response from Typeform the moment someone hits submit.
- Looks up the company online for size, industry, and recent news, then writes a quick context note and a simple lead score.
- Creates a new item on your monday.com sales board with name, email, company, source, and lead score already filled in.
- Posts a skimmable Slack alert with the highlights and a link to the new monday.com item so an AE can claim it in seconds.
What do I need to use this?
- A Typeform account with the demo request or lead form you want to connect.
- A monday.com workspace with a sales board where new leads should land.
- A Slack workspace and the channel where your sales team watches for inbound leads.
How can I customize it?
- Map specific Typeform questions to specific monday.com columns (email, company, source, score, notes).
- Pick the Slack channel and decide which fields show up in the alert.
- Tune what counts as a hot lead so the score and the alert match how your team actually qualifies.
FAQs
Does this work with any Typeform?
What does the lead enrichment actually add?
Can it use a sales board I already have?
How fast does the alert reach Slack?
Can I route different leads to different Slack channels?
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Connect Typeform, monday.com, and Slack once, and Geni catches every new lead, enriches it, and hands it to your AE in under a minute.