Sales & RevOps
Typeform lead router
Reads each form response, enriches the company, routes it to sales or support, and replies while the person still has your tab open.
The prompt
This is the whole configuration
Paste it into a workflow and edit it in plain English. There is nothing else to wire up.
When a Typeform response arrives, read every answer including the open-text ones and the hidden fields. Decide whether this is a sales enquiry or a support request based on what they wrote, rather than which form field they picked. For sales: enrich the company in Apollo, create a deal in Attio, assign it to the owner for that territory, notify them in #inbound with a summary of the stated use case, and send the person a reply through Resend that references what they actually asked for. For support: find or create the customer in Plain, open a thread with the full response attached, and set priority from their plan. Reply within five minutes either way.
Trigger
What starts this agent
Runs when a signed webhook arrives. Helios verifies the signature and hands the payload straight to the agent.
Example output
What you get back
Every run leaves a readable record: the steps the agent took and the result it produced.
Routed and answered in 3 minutes
- Northwind · 240 employees · Series B
- Fit score 87 · assigned to @dana by territory
- Reply referenced their goal of consolidating tools
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Use cases
The task behind this template
Lead enrichment
When someone signs up or fills a form, an agent enriches the person and their company, scores fit against your definition of a good customer, creates the CRM record, and tells the right rep.
Form routing
A response arrives and an agent reads what the person wrote, enriches their company, decides where it belongs, and files it — as a deal, a support thread, or a reply within minutes.
Related templates
Pair it with these
Sales & RevOps
Inbound lead enrichment
Enriches every new signup, scores it against your ICP by reading the company's own website, and routes the strong fits.
Support
Slack support triage
Watches your support channel, answers what your docs already cover, and escalates the rest with the account context attached.
Sales & RevOps
Nightly CRM hygiene
Merges duplicates, fills missing firmographics, and flags deals that have gone quiet — every night, without anyone remembering.
Run Typeform lead router on your stack.
Connect the integrations, paste the prompt, attach the trigger. The agent takes it from there.