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Marketing Automation

Lead Magnets

Deliver gated PDFs, checklists, and templates instantly after form submit with nurture enrollment.

Automation overview

What this automation does

This automation starts when typeform or HubSpot form submission on lead magnet page. It runs connected app steps, then typeform or HubSpot form submit on landing page triggers Gmail send with PDF from Google Drive link, personalizes email with GPT one-liner referencing form fiel.

Trigger
Typeform or HubSpot form submission on lead magnet page
Main actions
Final outcome
Typeform or HubSpot form submit on landing page triggers Gmail send with PDF fro…
Execution time
1–3 minutes
Apps used
6 integrations
AI-powered
No
Difficulty
Intermediate
Intermediate
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
Typeform
New form response
Router
HubSpot
Send
Result
Klaviyo
Workflow complete
Step-by-step

How each step runs

  1. 1
    TypeformTrigger
    New form response

    Typeform or HubSpot form submission on lead magnet page

  2. 2
    HubSpot
    Send

    Typeform or HubSpot form submit on landing page triggers Gmail send with PDF from Google Drive link, personalizes email with GPT one-liner referencing form fiel

  3. 3
    Gmail
    Send

    Typeform or HubSpot form submit on landing page triggers Gmail send with PDF from Google Drive link, personalizes email with GPT one-liner referencing form fiel

  4. 4
    Google Docs
    Send

    Typeform or HubSpot form submit on landing page triggers Gmail send with PDF from Google Drive link, personalizes email with GPT one-liner referencing form fiel

  5. 5
    OpenAI
    Send

    Typeform or HubSpot form submit on landing page triggers Gmail send with PDF from Google Drive link, personalizes email with GPT one-liner referencing form fiel

  6. 6
    Klaviyo
    Send

    Typeform or HubSpot form submit on landing page triggers Gmail send with PDF from Google Drive link, personalizes email with GPT one-liner referencing form fiel

  7. 7
    Klaviyo
    Workflow complete

    Typeform or HubSpot form submit on landing page triggers Gmail send with PDF from Google Drive link, personalizes email with GPT one-liner referencing form fiel

Apps used

Connected applications

Typeform

Send

HubSpot

Send

Gmail

Send

Google Docs

Send

OpenAI

Send

Klaviyo

Send

Summary

Automation summary

Trigger
Typeform or HubSpot form submission on lead magnet page
Inputs
Typeform or HubSpot form submission on lead magnet page, Business Name, Notification Email, Timezone
Outputs
Typeform or HubSpot form submit on landing page triggers Gmail send with PDF from Google Drive link, personalizes email with GPT one-liner referencing form fiel
Business goal
Automate lead magnets end-to-end with accurate app routing.
Execution frequency
Real-time on event
Estimated runtime
30–90 seconds
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
Typeform, HubSpot, Gmail
Benefits

Why use this automation?

Save ~9 hours/week

Remove repetitive steps from Lead Magnets so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

  • Typeform
  • HubSpot
  • Gmail

Required accounts

  • Active Typeform workspace with API access
  • Active HubSpot workspace with API access
  • Active Gmail workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

  • 45 min including app authorization and test run
  • Difficulty: Intermediate

Optional apps

  • Google Docs (optional)
  • OpenAI (optional)
  • Klaviyo (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~16 min

Required connections

  • typeform(required)
    Previewtypeform: workflow actions run in preview
    Missing
  • HubSpot(required)
    PreviewHubSpot: workflow actions run in preview
    Missing
  • Gmail(required)
    Missing
  • Google Drive(required)
    Test-onlyGoogle Drive: workflow actions run in preview
    Missing
  • Missing connection: typeform
  • Missing connection: HubSpot
  • Missing connection: Gmail
  • Missing connection: Google Drive
Manage all connections →View all installations →

Workflow summary

Trigger
Typeform or HubSpot form submission on lead magnet page
Steps
7 nodes
Required apps
4
Optional apps
2

Trigger

Form submission trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

PremiumIntermediatePartial45 min setup4.81.4k installs · 40 reviews
Customize for My Business
Analytics

Template performance

1.6k
Views
1.4k
Installs
731
Favorites
4.8
Avg rating
88.8%
Conversion
45 min
Setup time
97%
Success rate
91
Trending score
Most used integrations
TypeformHubSpotGmail

Typeform or HubSpot form submit on landing page triggers Gmail send with PDF from Google Drive link, personalizes email with GPT one-liner referencing form field industry, enrolls contact in Mailchimp nurture sequence `lead-magnet-followup`, and creates HubSpot task for sales if company size field >50 employees.

Some steps run in preview until their integrations go live.

Required apps
TypeformPreviewHubSpotPreviewGmailLiveGoogle DriveTest-only
Optional apps
OpenAILiveMailchimpPreview
All integrations
TypeformHubSpotGmailGoogle DriveOpenAIMailchimp
Workflow preview

How Lead Magnets runs

1
Trigger
Map form to asset
2
Process
Rule engine
3
Action
typeform
4
Notify
Alert & log
TypeformHubspotGmailGoogle DriveOpenaiMailchimp
Setup steps

Get started in 5 steps

  1. 1
    Connect form and delivery

    Typeform/HubSpot, Google Drive PDFs, Gmail, Mailchimp, OpenAI, Slack.

  2. 2
    Map form to asset

    Each form ID links specific Drive PDF and nurture sequence ID.

  3. 3
    Configure delivery email

    Branded template with download link expiring optional 7-day signed URL.

  4. 4
    Set sales alert rules

    Company size, role, or industry triggers Slack to SDR queue.

  5. 5
    Test full funnel

    Submit form → email in 60s → nurture day-1 fires next morning.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification EmailemailYes
TimezoneselectYes
Gmail Search Querytextis:unreadNo
FAQ

Frequently asked questions

Double opt-in?

Optional Mailchimp confirm before PDF delivery for EU lists.

Multiple magnets?

Separate form-to-PDF mapping; duplicate submit updates nurture not re-spam.

Video lead magnets?

Deliver Wistia or Vimeo private link instead of PDF branch.

UTM tracking?

Hidden fields pass campaign UTMs to HubSpot contact properties.

Get started

Customize Lead Magnets for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.