Use case· 3 steps
How do I send leads to a CRM automatically?
One workflow, any CRM. Capture leads from forms, chat, email, or any other source and create or update records in HubSpot, Salesforce, Pipedrive, or Attio.
How it works
Set up "Sync inbound leads to any CRM" in 3 steps
- 1Pick a lead source triggerUse Typeform, Gmail, Calendly, a webhook, or any other trigger that captures lead signal.
- 2Enrich the leadOptionally enrich with an AI step or a third-party enrichment provider before writing to the CRM.
- 3Create or update CRM recordUse the Create or Update Contact action for your CRM. Email is the standard dedupe key.
FAQ
Common questions about this recipe
Can I route to different CRMs based on lead type?
Yes — add a Switch node and pick the CRM per branch.
