Capture social leads from bio links, DM keywords, and comment triggers into CRM with source tagging.
This automation starts when dM keyword match, comment trigger word, or Typeform submit from bio link. It typeform capture lead details and hubspot create crm contact, then welcome email fired; hot leads notify sales on Slack.
Read-only visualization of how data moves from trigger to final result.
Instagram DM keyword INFO or comment trigger SEND
Minimal email and phone capture form from bio link or private reply
Normalize submission into HubSpot with UTM source tags
Welcome email fired; hot leads notify sales on Slack
Creates
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Remove repetitive steps from Lead Collection so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~13 min
Form submission trigger
Activate this workflow to provision the trigger endpoint.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
Typeform or Manychat keyword `INFO` in Instagram DMs creates a lead capture flow; comment triggers like `SEND` on giveaway posts collect email via Meta private reply; all submissions normalize into HubSpot with UTM source `instagram-dm` or `comment-trigger`, fire a welcome email via Mailchimp, and notify sales Slack when lead score exceeds threshold from HubSpot rules.
Some steps run in preview until their integrations go live.
Connect Manychat or Meta private reply, Typeform, HubSpot, Mailchimp, and Slack.
Set DM keywords and comment trigger words per campaign; map each to a HubSpot campaign ID.
Minimal fields—email, phone, interest—to reduce drop-off; validate formats before CRM insert.
Sync HubSpot score thresholds; hot leads get Slack @mention to assigned rep.
Comment `SEND` on test post, complete form, verify HubSpot contact and welcome email.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
HubSpot upsert by email; duplicate submissions update source tags rather than create duplicates.
Add consent checkbox on Typeform; store consent timestamp on HubSpot contact property.
Support phone as primary key with SMS welcome via Twilio instead of Mailchimp.
Optional nightly sync of new leads to Meta Custom Audience via API.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
437 total reviews
We deployed this across three locations and saw immediate time savings. The Lead Collection workflow handles edge cases we didn't expect it to.
+ Setup was straightforward · Great documentation
Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.
+ Integrations worked on first try · AI quality exceeded expectations
Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.
+ Reliable triggers every time · Support team helped customize quickly
After two weeks live, Lead Collection has become core to our daily ops. Verified install — runs without babysitting.
+ Great documentation · Scales well as we grow
− Took longer than estimated for advanced config
Typeform or Manychat keyword `INFO` in Instagram DMs creates a lead capture flow; comment triggers like `SEND` on giveaway posts collect email via Meta private reply; all submissions normalize into HubSpot with UTM source `instagram-dm` or `comment-trigger`, fire a welcome email via Mailchimp, and notify sales Slack when lead score exceeds threshold from HubSpot rules.
Activate Lead Collection with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for Lead Collection.
Current version: 1.2.0
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