Match leads to the sales pod that specializes in their industry
A Router reads the industry a lead selected: healthcare and finance leads go to the specialist pod’s Slack channel and are saved to FluentCRM as contacts (pick the matching tag in each step), and leads who choose Other go to the generalist pod.
Typeform
Router
Slack
FluentCRM7 steps Setup ~12 min Used on 2.8k sites Revenue Ops Free to import
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Typeform New Form SubmissionThe workflow starts whenever a "New Form Submission" event happens in Typeform, capturing its data for the steps below.
- Router 3 paths
The Router checks your conditions and sends each run down the matching path of 3 — Healthcare, Finance, Other — so different cases get different actions.
- Slack Send Channel Message
On the “Healthcare” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
- FluentCRM Create or Update Contact
On the “Healthcare” path — FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. Data is mapped from earlier steps; connect your FluentCRM account on import.
- Slack Send Channel Message
On the “Finance” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
- FluentCRM Create or Update Contact
On the “Finance” path — FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. Data is mapped from earlier steps; connect your FluentCRM account on import.
- Slack Send Channel Message
On the “Other” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
What you need
- FlowMatticCore
- Typeform AccountAccount
- Slack AccountAccount
- FluentCRM PluginPlugin
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
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