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MakeCase study

Automated Lead Injection & CRM Pipeline

Make.com automation that captures Typeform leads, scores and classifies them by priority, auto-creates HubSpot Contact and Deal records, and dispatches real-time Slack and email notifications, eliminating manual CRM entry and ensuring high-value leads are instantly surfaced to the right team members.

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Automated Lead Injection & CRM Pipeline workflow

Context

The Staged Space team manually reviewed Typeform submissions, assessed lead quality, entered contact and deal data into HubSpot, and followed up with internal notifications a slow, error prone process that risked high priority leads being missed or delayed.

Approach

Built a Make.com scenario that watches for new Typeform responses, normalizes and scores lead data, routes submissions through a priority-based CRM router, auto creates HubSpot Contact and Deal records on each path, dispatches tiered Slack and email notifications to relevant team members, and surfaces Slack error alerts on any failed CRM operations.

Architecture

  1. Typeform trigger
  2. Prepare Lead Data (normalize + score)
  3. CRM Router
  4. High priority path: HubSpot Contact creation
  5. HubSpot Deal (high priority)
  6. Notification router
  7. Slack + Email (high prio)
Standard path
  1. HubSpot Contact creation
  2. HubSpot Deal (standard)
  3. Notification router
  4. Slack + Email (standard)
  5. Error handlers: Slack alerts on Contact or Deal failure (both paths)

Results

~5 hrs/weekManual CRM entry time saved
Hours → under 1 minuteLead response time
0%High-priority leads missed