Triage Typeform leads to HubSpot with Apollo and Slack alerts

When a new Typeform response comes in, an agent enriches the lead with Apollo, logs them in HubSpot, and only pings sales in Slack for the Hot fits.

Agentic Task
TypeformApolloHubSpotSlackSalesLead EnrichmentNotifications & Alerts
PromptCreate

Build me an agent workflow that triages new inbound leads from my Typeform lead-gen form. The trigger is an outgoing Typeform webhook: every time a new response is submitted, fire the workflow with the response payload (respondent email plus the answers to my qualification questions, which include at minimum budget, team size, and timeline).

When the agent runs, do the following in order:

1. Enrich the respondent. Call Apollo People Enrichment using the email from the form to pull company name, company size, industry, job title, seniority, LinkedIn URL, and any other firmographic signals Apollo returns.

2. Classify the lead as Hot, Warm, or Cold. Combine the form answers (budget tier, team size, timeline urgency) with the Apollo enrichment (company size, industry fit, seniority of the respondent). Use these defaults that I can edit later: Hot = budget at or above my ICP threshold AND timeline within 90 days AND company size in target range; Cold = no budget OR clearly out of ICP; Warm = everything in between. Write a one-paragraph rationale explaining the tier.

3. Reconcile with HubSpot. Run HubSpot Search Contacts on the respondent email. If a contact already exists, attach the new context as a HubSpot Create Note on that contact (include the form answers, the Apollo highlights, the tier, and the rationale). If no contact exists, run HubSpot Create Contact with email, first name, last name, company, job title, lifecycle stage, and the tier mapped onto a custom property, then attach the same note to the new contact.

4. For Hot leads only, also run HubSpot Create Deal in my inbound pipeline at the appropriate first stage (the agent should pick the earliest stage in the inbound pipeline by default). Associate the deal with the contact, set the deal name to "Inbound: {company} - {first name} {last name}", and set the deal amount to the budget value from the form when available.

5. Route to Slack. For Hot leads, send a structured Slack message to #sales using Slack Send a Message: include the respondent name and company, the tier with a fire emoji, the top three enrichment highlights, the qualification answers, and a HubSpot deep link to the contact (and to the deal). For Warm leads, send a shorter Slack message with just the tier, name, company, and HubSpot link. For Cold leads, send a one-line Slack note ("Cold lead logged: {name} at {company}") so reps stay focused and are not pinged unnecessarily.

If Apollo cannot find the person or company, continue with the form data alone, mark the HubSpot note with "enrichment unavailable", and still classify the lead based on the form answers.

Make the qualification rules, the Slack channel, the deal pipeline, and the field mappings easy to edit in plain English so I can tune them without rewriting the workflow.

What does this prompt do?

  • Watches your lead-gen Typeform for new responses and instantly enriches each respondent with Apollo company and contact data.
  • Scores every lead Hot, Warm, or Cold using their form answers (budget, team size, timeline) alongside the enrichment.
  • Finds the matching HubSpot contact or creates a new one with mapped properties, then drops a tidy brief as a HubSpot note.
  • Opens a HubSpot deal in your inbound pipeline for Hot leads only, and posts a structured Slack alert with the brief and a deep link to the contact.
  • Cold leads get a one-line Slack note instead of a full alert, so reps only get pinged when it is worth their time.

What do I need to use this?

  • A Typeform account with your lead-gen form already live
  • An Apollo account for company and contact enrichment
  • A HubSpot account where you want contacts, notes, and deals logged
  • A Slack workspace and the channel you want sales alerts to land in

How can I customize it?

  • Swap the Hot, Warm, and Cold rules for your own qualification criteria (budget thresholds, headcount ranges, timeline urgency, industry fit).
  • Change which Slack channel gets pinged for Hot leads and decide whether Cold leads send any notification at all.
  • Map additional Typeform questions onto HubSpot contact or deal properties, including the deal stage Hot leads should land on.
  • Adjust the Slack message format to highlight the enrichment fields your reps care about most.

FAQs

Do I need a paid Typeform plan for this to work?
No. Outgoing form-response notifications work on free Typeform plans. Paid plans unlock advanced features like logic jumps, but they are not required for the qualification flow.
Will this work with HubSpot Free?
Yes. HubSpot Free supports contacts, notes, and a single deal pipeline, which is everything this workflow needs. Paid HubSpot tiers just give you more pipelines and properties to map.
How does the agent decide if a lead is Hot, Warm, or Cold?
It combines the form answers you flag as qualification fields (typically budget, team size, and timeline) with Apollo signals like company size, industry, and funding. You describe the rules in plain English and the agent applies them.
What happens if Apollo cannot find the person or company?
The agent continues with just the form answers, flags the HubSpot note so a rep knows enrichment is missing, and still routes the lead based on whatever it can score from the form itself.
Can I send the Hot lead alert somewhere other than Slack?
Yes. After the workflow is built you can swap Slack for Microsoft Teams, email, or another connected tool, and reuse the same brief format.

Related templates

Client-by-client cold email pipeline review for agencies

Pick a client and a date range to see sent, replies, meetings booked and the real deal value your cold email produced, campaign by campaign.

Instantly
HubSpot
Slack Bot
App
Partner tier review board for quarterly promotion calls

Work every partner tier decision from one board, with the revenue and commission numbers, clear promotion thresholds, and AI review briefs.

Introw
HubSpot
Slack
App
Reconcile partner commissions between HubSpot and Introw

Open one board at month end to find every closed deal missing a commission, every commission with no deal behind it, and every amount that does not add up.

Introw
HubSpot
Slack
App
One control room for every Instantly sending mailbox

See warmup status, daily send volume, and bounce risk for every sending account in one grid, with the riskiest mailboxes floating to the top.

Instantly
Slack
App
Hiring signal board for your customers and open pipeline

Open one board each morning to see which of your accounts are hiring, what they are building, and where your product fits the roles they just opened.

JobsPipe
HubSpot
App
Partner payout approval queue with Xero bill handoff

Review Introw partner payouts line by line, approve them from one board, raise the matching bill in Xero, and post every approval to Slack.

Introw
Xero
Slack
App

Stop letting hot inbound leads sit overnight.

Connect Typeform, Apollo, HubSpot, and Slack once, and Geni qualifies every new form response in seconds.