topic Re: Typeform - Mapping a deal with a pipeline in Sales Integrations

Typeform - Mapping a deal with a pipeline

Floriane-Tallon — Thu, 09 Mar 2023 11:18:36 GMT

Hello,

I connected Typeform and HubSpot and it works. Every time a lead fills out the typeform, it creates a contact and a deal in HubSpot.

But I have to select a single pipeline for all the leads collected through this typeform. Can I affect the deals to a defined pipeline according to the answer to one specific question in typeform ?

If not, in HubSpot, can I automatically affect the leads to one pipeline by creating custom properties and then workflows ?

IF custom property is "Pipeline 1" THEN affect the lead to "Pipeline 1"

Many thanks for your help,

Floriane

Re: Typeform - Mapping a deal with a pipeline

elizheleva — Thu, 09 Mar 2023 18:42:14 GMT

Hi, Floriane,

I think that a pretty straight forward way to do this would be via a workflow. You need to have the Typeform integration to only add contacts with the relevant contact properties based on the answers. Then you can create a workflow for which the enrolment trigger would be contscts that have submitted the Typeform. Then have the IF statement for the property that holds the Pipeline information and create the deals in the relevant pipelines,

I hope that helps,

Eli

Problem solver @ crmsquad