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Your No-code and AI Automation PartnerAutomate Client Intake with HubSpot CRM
Effortlessly manage client data by automating the transfer of lead information from Typeform to HubSpot CRM. Reduce manual errors and enhance your client onboarding experience with seamless data flow and automated communication.
When a Form Has Been Filled
1. New Client Intake Form Submission
Triggers when a new form is submitted in Typeform.
Check for Duplicates
2. Verify Contact Duplication
Ensures no duplicate contacts are created.
Create a Contact
3. Add New Contact to CRM
Automatically creates a new contact in HubSpot CRM.
Send a Welcome Email
4. Welcome New Client
Sends a personalized welcome email to the new client.
- Repeat -
Automation Benefits
Benefits of Automating Client Intake
Explore the advantages of integrating this automation into your workflow.
Increased Efficiency
Streamline processes to save time and resources.
Improved Data Accuracy
Reduce errors in client data management.
Better Client Experience
Enhance client interactions with timely communication.
Scalable Solutions
Easily manage growing client data without added effort.
Resource Optimization
Free up your team to focus on strategic tasks.
Consistent Follow-Up
Ensure every client receives timely information.
Features
Key Features of the Automation
Discover the essential features that make this automation indispensable for your business.
- 1Seamless Data Transfer
Automate the transfer of lead information from Typeform to HubSpot CRM.
- 2Error Reduction
Minimize manual data entry errors with automated processes.
- 3Enhanced Onboarding Experience
Welcome clients with personalized emails for a professional touch.
Outcomes
Transform Your Client Intake Process
Experience the tangible benefits of implementing this automation in your business.
95%
Improved Data Accuracy
50%
Time Saved on Data Entry
3x
Enhanced Client Onboarding
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FAQ
Frequently Asked Questions
Find answers to common questions about this automation.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.