Automatically score and qualify leads from Typeform submissions using Claude AI. Route high-value leads to Enterprise sales, mid-tier to Mid-Market, and smaller accounts to SMB teams. Claude AI analyzes company size, budget, and industry to generate lead scores. HubSpot contacts are created or updated with lead score, priority, and industry data. Slack sends instant notifications to the right sales channel. Gmail delivers personalized welcome emails with Calendly booking links. Includes fallback handling for unclassified leads.
Turn raw Typeform submissions into sales-ready leads automatically. This puq.ai template uses Claude AI to analyze inbound leads, assign intelligent scores, enrich CRM data in HubSpot, notify the right sales teams via Slack, and send personalized Gmail emails with Calendly booking links — all without manual intervention.
Designed for modern sales organizations, this workflow ensures high-value leads reach Enterprise sales instantly, while mid-tier and SMB leads are routed to the correct teams for faster follow-up and higher conversion rates.
How This Automation Works
1. Capture Leads from Typeform
Every new Typeform submission triggers the workflow automatically.
2. AI-Powered Lead Scoring with Claude AI
Claude AI analyzes key signals such as:
- Company size
- Budget indicators
- Industry and use case
- Intent level
Based on this analysis, each lead receives a dynamic lead score and priority level.
3. Smart Sales Team Routing
Leads are categorized and routed automatically:
- Enterprise leads → Enterprise Sales Team
- Mid-Market leads → Mid-Market Sales
- SMB leads → SMB Sales Team
- Unclassified leads → Fallback or review queue
4. HubSpot CRM Creation & Enrichment
puq.ai creates or updates HubSpot contacts with:
- Lead score
- Priority level
- Industry
- Company size
- AI qualification notes
5. Instant Slack Notifications
Relevant sales channels receive real-time Slack alerts with lead context, ensuring no opportunity is missed.
6. Personalized Gmail Outreach
Automatically send customized welcome emails via Gmail, including Calendly booking links to accelerate demos and sales calls.
Key Benefits
- AI-driven lead qualification with Claude AI
- No manual lead review or routing
- Faster response times for high-value prospects
- Consistent CRM data enrichment in HubSpot
- Real-time sales alerts via Slack
- Personalized outreach at scale with Gmail
- Built-in fallback handling for edge cases
Use Cases
- B2B SaaS inbound lead pipelines
- Sales teams using Typeform for demos or trials
- Enterprises managing multi-tier sales teams
- Startups scaling lead qualification without hiring SDRs
- Marketing teams needing AI-based lead scoring
Integrations Used
- Typeform – Lead capture
- Claude AI – Intelligent lead scoring & qualification
- HubSpot – CRM contact creation & enrichment
- Slack – Sales team notifications
- Gmail – Automated personalized emails
- Calendly – Meeting scheduling
Why Use This puq.ai Template?
Traditional lead scoring rules are static and inaccurate. This template replaces guesswork with AI-based decision making, ensuring every lead is evaluated in context and routed to the right team instantly.
With puq.ai, you can deploy this entire workflow in minutes — no code, no scripts, no complex CRM logic.
Get Started in Minutes
- Import the template into puq.ai
- Connect your Typeform, HubSpot, Slack, and Gmail accounts
- Customize scoring thresholds if needed
- Activate and start converting leads automatically
Automate lead scoring. Route smarter. Close faster.
Use this template to turn Typeform submissions into qualified sales opportunities — powered by Claude AI and orchestrated by puq.ai.