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.

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How it works

Set up "Sync inbound leads to any CRM" in 3 steps

1
Pick a lead source trigger
Use Typeform, Gmail, Calendly, a webhook, or any other trigger that captures lead signal.
2
Enrich the lead
Optionally enrich with an AI step or a third-party enrichment provider before writing to the CRM.
3
Create or update CRM record
Use 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.