Automation library ยท Lead generation

Lead routing system: Qualify & direct Typeform leads

Started by someone submitting a form, and works across Airtable, Gmail, Google Sheets and HubSpot. 9 steps, 3 branches: a working afternoon to understand properly.

Medium

9 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Logic 3Service 5

The steps in the order they run, from what starts it.

  1. 1๐Ÿ“‹ Typeform Submission TriggerTypeform triggerStarts it
  2. 2๐Ÿ’ฐ Check High-Budget LeadIfLogic
  3. 3๐Ÿ‘ค HubSpot, Create/Update ContactHubspotService
  4. 4๐Ÿ“ HubSpot, Add Priority TaskHubspotService
  5. 5๐Ÿ“˜ Check if Facebook LeadIfLogic
  6. 6๐Ÿ“„ Log Facebook Lead to Google SheetGoogle SheetsService
  7. 7๐Ÿ“Š Check if SurveyMonkey LeadIfLogic
  8. 8๐Ÿ“ง Send Gmail Auto-ResponseGmailService
  9. 9๐Ÿ“ฆ Store SurveyMonkey Lead in AirtableAirtableService

How it's built

Starts on
Someone submitting a form
Steps
9, with 3 branches
Size
Medium: a working afternoon
Connects to
Airtable, Gmail, Google Sheets, HubSpot
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail, Google Sheets and HubSpot accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 9 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 9 steps before you point it at anything that matters.