{
  "$schema": "https://promptfoo.tech/schemas/workflow-template.json",
  "name": "Zapier: Web Form → CRM + Slack Alert with AI Qualification",
  "slug": "zapier-form-to-crm-plus-slack",
  "platform": "Zapier",
  "category": "zapier",
  "difficulty": "Beginner",
  "tags": [
    "zapier",
    "typeform",
    "hubspot",
    "openai"
  ],
  "summary": "Every Typeform/Tally submission gets qualified by an AI grader, pushed into HubSpot with a tier, and pinged to the right Slack channel.",
  "overview": "Web form → CRM + Slack is table stakes. Add AI qualification and the same flow becomes strategic: hot leads get instant Slack alerts, cold leads get nurtured, nobody types anything.",
  "variables": {
    "WEBHOOK_URL": "<your webhook URL>",
    "API_KEY": "<your provider API key>",
    "OPENAI_API_KEY": "sk-..."
  },
  "steps": [
    {
      "order": 1,
      "name": "Define your ICP + intent signals",
      "description": "In plain English, per form field. Higher-intent signals: 'When do you want to start?' says 'this month'."
    },
    {
      "order": 2,
      "name": "Design the grading prompt",
      "description": "Return {tier: hot/warm/cold, reasons[]}. Small model handles this well."
    },
    {
      "order": 3,
      "name": "HubSpot update",
      "description": "Custom properties: qualification_tier, ai_notes. Optionally trigger a workflow on tier=hot."
    },
    {
      "order": 4,
      "name": "Slack routing",
      "description": "3 channels: hot / warm / weekly cold digest. Hot pings @sales-oncall."
    },
    {
      "order": 5,
      "name": "Iterate weekly",
      "description": "Sample 20 form responses. Grade manually. Diff against the AI. Update the rubric."
    }
  ],
  "howItWorks": [
    "Trigger: new Typeform / Tally submission.",
    "GPT-4o-mini grades against an ICP + intent rubric.",
    "HubSpot: create/update contact with tier and rationale.",
    "Slack: hot-lead alerts to #sales-hot; warm to #sales-warm; cold to a weekly digest."
  ],
  "benefits": [
    "Response time on hot leads drops from hours to minutes.",
    "Reps stop opening cold-lead cards.",
    "Consistent qualification even outside business hours."
  ],
  "useCases": [
    "Anyone using a form as top-of-funnel.",
    "Freelancers filtering inbound project inquiries.",
    "Course creators separating buyers from tire-kickers."
  ],
  "example": "Form: 'Series B SaaS, 240 employees, wants to start this month.' Tier: hot. Slack #sales-hot: 'New hot lead — {name} at {company}, opened in HubSpot.'",
  "faqs": [
    {
      "q": "Which form tool?",
      "a": "Any works — Typeform, Tally, Fillout, Google Forms. The AI grade is the same regardless."
    },
    {
      "q": "Cost?",
      "a": "$0.001 per submission. Negligible."
    },
    {
      "q": "False positives?",
      "a": "Every rubric has some. Weekly sampling keeps it honest."
    }
  ],
  "source": "https://promptfoo.tech/workflows/zapier-form-to-crm-plus-slack",
  "updated": "2026-06-02",
  "license": "CC-BY-4.0"
}