Leads · 9 steps
Form application → score → Pipedrive
Saves a Typeform application as a lead and scores it with the Lead Qualifier. Hot leads get a Pipedrive person and deal with the scoring reasons as a note and your sales team is alerted; low scores are flagged to you.
What this template does
This Leads template has 9 steps and is copied into your own project in one click; you then change the copy in the editor as you like. The AI agent doing the work: Lead Qualifier. Who it's for: B2B sales and agencies.
Accounts you need to connect: Typeform and Pipedrive. The budget cap is $1 per run; when the cap is reached, the remaining steps don't run.
When it runs
The workflow starts when New form response happens in your Typeform account. Typeform delivers the event instantly by webhook; the webhook subscription is created automatically when you connect the account. Only events that meet the template's condition start the workflow; you can change the condition in the panel.
How it works
- 01
Typeform · New form response
Integration eventStarts the workflow when “New form response” happens in your Typeform account.
- 02
Create / upsert lead
Creates a lead from incoming data, or updates it if the email or phone already exists, e.g. adding everyone who fills in your web form.
Scores and ranks leads, surfaces the valuable ones.
- 04
If
Splits items into two paths by a condition: one if true, the other if not; e.g. a different message for leads scoring over 70.
- if yes → Pipedrive · Create / update person
- if no → Notify team
- 05
Pipedrive · Create / update person
Pipedrive: Finds the person by e-mail and updates it, or creates it; links the organization (found or created by name).
- 06
Notify team
Sends your project team an in-app notification, email, Slack or Telegram message; e.g. when a hot lead comes in.
- 07
Pipedrive · Create deal
Pipedrive: Creates a deal, linked to the person with this e-mail (created when missing) and its organization.
- 08
Pipedrive · Add note
Pipedrive: Adds a note to a deal, a person, an organization or a lead.
- 09
Notify team
Sends your project team an in-app notification, email, Slack or Telegram message; e.g. when a hot lead comes in.
Setup notes
- Account choices, message template names and consent rules for this template are covered step by step in the setup guide (in Turkish).
How to customise it
- Adjust the task text and inputs of the agent nodes to your brand and goal.
- Change the per-run budget cap ($1) under Settings; with an economy model you can lower the cap too.
- Before activating it, test the workflow with Test run; the run panel shows every step's input and output.
Agents used
Frequently asked questions
Where are the leads saved?
On the Leads page of the app, with their score, status and source. If your sales team uses another tool, add a Sync to CRM / Sheet node to the workflow to push the leads there too.
Does it send messages to my customers?
No. This template only notifies you and your team; it sends nothing to customers, so İYS rules don't apply.
How much does a run cost?
The template comes with a budget cap of $1 per run; when the cap is reached, the remaining steps don't run. The real cost depends on the model you choose and the number of items; you change the cap under Settings.
Can I use the template before connecting the accounts?
Yes. The workflow is still created; the affected node shows a warning during validation, and the warning disappears once you connect the account.
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