Lead Routing: Qualify Typeform Leads to HubSpot, Sheets & Airtable

This workflow triggers on new Typeform submissions, capturing lead details like name, email, phone, budget, and message. It first checks the budget: leads over $5,000 are flagged as high-priority, created or updated in HubSpot CRM, and assigned a follow-up task to the sales team for immediate action.

Next, it routes leads by source—Facebook leads are appended to Google Sheets for marketing analysis, while SurveyMonkey leads are inserted into Airtable for campaign tracking. This ensures data lands in the optimal tool without manual intervention.

Finally, every lead receives an automated Gmail response thanking them and promising sales follow-up within 24 hours, enhancing customer experience and response times.

Benefits include centralized multi-channel lead management, instant prioritization of high-value opportunities, reduced manual data entry, and improved sales/marketing alignment. Ideal for education businesses running online courses, handling inquiries from ads or surveys to streamline lead generation and conversion.