Automations · Posted 2 days ago
Typeform to HubSpot to Slack, with an AI lead summary
- Fixed price
- $250
- Level
- Intermediate
- Length
- 1 week
The work
When someone fills in our quote form, we want the contact in HubSpot, a two-line AI summary of what they need, and a Slack message to the right team (dental or home services) within a minute.
You can use Zapier or Make; we have both. Please document the steps so our office manager can fix it if it breaks.
What to hand in
- The working automation
- A one-page guide with screenshots
Skills
Zapier or MakeHubSpotTypeform
The buyer asks
Zapier or Make for this, and why?
Activity
Proposals: Less than 5