Route leads by budget and source — automatically

The scenario picks up a submission from Typeform, sends big clients to hubspot with a sales task, files the rest into tables, and auto-replies to everyone via Gmail.

  • Every lead lands in the right place instantly
  • Big clients go to the CRM with a sales task
  • Leads are filed into tables by source
  • Every client gets an instant auto-reply
HubSpot
Connect hubspot and runScriptera

How it works

To pass leads from Typeform to okoCrm automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: 📋 Typeform Submission Trigger
  2. Check: 💰 Check High-Budget Lead
  3. If yes: 👤 HubSpot — Create/Update Contact
  4. Then: 📝 HubSpot — Add Priority Task
  5. Check: 📘 Check if Facebook Lead
  6. If yes: 📄 Log Facebook Lead to Google Sheet
  7. Then: 📧 Send Gmail Auto-Response
  8. If no: 📊 Check if SurveyMonkey Lead
  9. If yes: 📦 Store SurveyMonkey Lead in Airtable

You can launch this Typeform + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios