Typeform to Quo SMS + HubSpot contact workflow

Build a code workflow that fans a new Typeform lead out to Quo (SMS) and HubSpot (CRM) the moment the form is submitted. This should be deterministic with discrete nodes, no LLM in the loop.

Trigger: webhook from Typeform on a new response for my lead-capture form. Ask me which Typeform form to connect during setup.

Step 1 — Pull the full submission payload from Typeform using Retrieve Responses, scoped to the response ID delivered by the webhook. Extract first name, last name, email, and phone from the answer fields. Also capture the form title so we can reference it later.

Step 2 — Create a Contact in Quo with the lead's first name, last name, email, and phone. Use E.164 format for the phone number (Quo requires it).

Step 3 — Branch on whether the phone field is present. If phone is empty, skip the SMS step and go straight to the HubSpot step. If phone is present, use Send Text Message in Quo to send a templated welcome SMS from our Quo number to the lead. The body is a fixed string template with the lead's first name and the form title interpolated, for example: "Hi {{firstName}}, thanks for filling out the {{formTitle}} form. We will be in touch shortly." Ask me for the exact copy and the Quo number to send from during setup.

Step 4 — Create Contact in HubSpot with the lead's email, first name, last name, and phone. Set the lifecycle stage property to the Typeform form name (or ask me which lifecycle stage value to use during setup). This step always runs, whether or not the SMS was sent.

Error handling: if Quo returns a duplicate-contact error, treat it as success and move on. If HubSpot returns a duplicate-email conflict, treat it as success and move on. Log each lead's outcome (sms_sent, sms_skipped, contact_created, contact_duplicate) so I can audit results later.

Additional information

What does this prompt do?

Listens for new submissions on your lead-capture Typeform and kicks off the moment a response lands.
Texts the lead a short welcome message from your Quo business number, with their first name and the form they filled out written into the body.
Creates a matching contact in HubSpot with their name, email, and phone, tagged with the form name in the lifecycle stage so your team can route them.
Skips the SMS automatically if the lead did not share a phone number, but still files the HubSpot contact so nothing slips.

What do I need to use this?

A Typeform account with a published lead-capture form that collects name, email, and phone.
A Quo (formerly OpenPhone) workspace with a business number that can send SMS in your country.
A HubSpot login with permission to create contacts.
The exact welcome message copy you want to send, with a placeholder for the lead's first name.

How can I customize it?

Swap the welcome text for your own template, change the tone, or add a calendar link or promo code.
Point the workflow at a different Typeform, or run separate copies for each form so each lead source gets its own welcome message.
Change the HubSpot lifecycle stage tag or push the lead into a different list or owner so your CRM routing matches your team's playbook.
Add fallback behavior for missing fields, for example logging leads without a phone to a separate review list.

Frequently asked questions

What happens if the lead does not enter a phone number?

The workflow skips the SMS step and still creates the HubSpot contact with whatever information they did share, so the lead is never lost.

Can the welcome text be personalized per lead?

Yes. The message uses a fixed template with the lead's first name and the form they filled out written in, so every text feels personal without an AI in the loop.

Do I need a paid HubSpot plan for this to work?

No. Creating contacts works on the free HubSpot tier. You only need a paid plan if you want to use advanced lifecycle stages or workflow rules on top of the contact.

How fast does the lead get the text after they submit the form?

Typeform fires the workflow the moment a response is submitted, so most leads receive the SMS within a few seconds of hitting submit.

Can I use a different CRM instead of HubSpot?

Yes. The same pattern works with Salesforce, Pipedrive, Attio, and other CRMs we support. Tell the workflow author which CRM you use and it will swap the contact-create step.