Welcome new Typeform leads with Resend and add them to HubSpot

Every new demo or contact form response triggers a personalized welcome email from Resend and a fresh, deduped lead in HubSpot.

Agentic Task
TypeformHubSpotResendSalesMarketingLead EnrichmentEmail AutomationOnboarding Automation

Build an agent workflow that turns every new Typeform demo or contact form response into an instant personalized welcome email and a fresh HubSpot lead.

Trigger: a new response in a specific Typeform form. Prefer a Typeform webhook so the workflow fires the moment someone submits. If a poll trigger for Typeform new responses is available, fall back to that. The form ID to watch is configurable.

When a new response arrives, the agent should:

1. Read the answers from the Typeform response (use Typeform's Retrieve Responses operation if it needs to fetch the full payload). Extract: full name, work email, company name, company size, the use case or pain point they described, how they heard about us / the channel they came from, and any intent signals (e.g. 'ready to buy', 'just exploring', requested a demo time).

2. De-dupe on email. Look the email up in HubSpot first. If a contact already exists, update the existing record with any new answer fields and stop. Do not send a welcome email to repeat submitters.

3. If the contact is new, call HubSpot's Create Contact operation to add them with email, first name, last name, company, phone (if provided), the captured form answers as custom properties, lifecycle stage set to 'lead', and the contact owner set to a configurable HubSpot owner ID.

4. Draft a tailored welcome email that references specifics from the submission. It should call out their company size band, the use case they described, and the channel they came from. Suggest one or two next steps based on intent: a calendar booking link for high-intent demo requests, a relevant case study or docs link for explorers. Keep it short, warm, and human. No em dashes.

5. Send the welcome via Resend's Send Email operation. The 'from' address is configurable so the user can pick the right sender alias (e.g. founder@, sales@, hello@). Set the reply-to to the assigned HubSpot owner's email when available. Send as HTML with a plain-text fallback.

Configuration the user must be able to edit easily: the Typeform form ID to listen to, the HubSpot owner who gets assigned to new leads, the Resend 'from' address, and the welcome email tone and signature.

Failure handling: if HubSpot create fails, still attempt the welcome email and log the failure. If Resend send fails, leave the HubSpot contact in place and surface the error. If the form response has no email address, skip silently.

Additional information

What does this prompt do?
  • Watches your chosen Typeform for new demo or contact form submissions.
  • Adds the person to HubSpot as a new lead, or updates the matching contact if they already exist.
  • Writes a tailored welcome email that references their actual answers, like company size, use case, and how they found you.
  • Sends the welcome from the Resend sender address you pick, with one or two suggested next steps based on their intent.
  • Skips repeat submitters so the same person never gets two welcomes.
What do I need to use this?
  • A Typeform account and the specific form ID you want to watch.
  • A HubSpot login with permission to create contacts and set a contact owner.
  • A Resend account with a verified sending domain and at least one 'from' address.
How can I customize it?
  • Swap in a different Typeform form ID, or run separate copies for your demo form and your contact form.
  • Choose which HubSpot owner gets assigned to each new lead, and which lifecycle stage they land in.
  • Pick the Resend 'from' address and tweak the tone, length, or signature of the welcome email.
  • Decide what 'next step' the email suggests, such as a booking link, a pricing page, or a reply prompt.

Frequently asked questions

Will repeat submitters get a second welcome email?
No. The workflow checks the email address against HubSpot before sending. If the contact already exists, it updates the record but does not send another welcome.
Do I need a paid HubSpot plan?
No. Creating and updating contacts works on HubSpot Free. Owner assignment and lifecycle stage are also available on the free tier.
How fast does the welcome email arrive?
Usually within a minute of someone hitting submit on your form. The workflow fires as soon as the new response comes in.
Can I use this for more than one Typeform form?
Yes. The easiest way is to run a separate copy of the workflow for each form so you can give each one its own welcome copy and HubSpot owner.
What if my Typeform does not collect an email address?
Email is required for both the HubSpot lookup and the Resend send. Add an email question to the form, or this workflow will skip responses that do not have one.
Can I change the welcome email after it is set up?
Yes. The email tone, length, signature, and suggested next steps are all editable in the workflow instructions whenever you want.

Stop making warm leads wait.

Connect Typeform, HubSpot, and Resend once. Every new demo or contact form response gets a personal welcome and a clean CRM record in minutes.