When someone fills in your Fillout form, adds them to HubSpot, emails a welcome and tells sales, with a task for big companies.
Uses
Fillout
Gmail
HubSpot
Slack
Welcome new form leads and alert sales
FilloutWhen a Fillout form receives a new response. Save it as lead.When a Fillout form receives a new response. Save it as lead.Add the lead to HubSpotCreate the contact lead.answers.Email. Save it as contact.HubSpotWelcome email to the leadSend an email to lead.answers.Email. Save it as welcomed.
Subject: Thanks for getting in touchHi contact.properties.firstname,
Thanks for reaching out to us. Someone from our team will be in touch with you soon.
Best,
The teamGmail
If lead.answers["Number of employees"] is greater than 200If lead.answers["Number of employees"] is greater than 200Yes
Tell sales about the enterprise leadSend message to channel. Save it as enterprise_alert.Enterprise lead: lead.answers.Name from lead.answers.Company (lead.answers["Number of employees"] employees)SlackTask for the account executiveCreate the task 'Contact enterprise lead lead.answers.Name from lead.answers.Company'. Save it as exec_task.HubSpotNo
Tell sales about the leadSend message to channel. Save it as lead_alert.New lead: lead.answers.Name from lead.answers.CompanySlack