Sales & pipeline · Workflow template

One form, fanned out everywhere

A Typeform submission lands as a Sheets row, a HubSpot contact, a Slack alert, and a personalized welcome email — all from a single workflow.

Typeform Google Sheets HubSpot Slack Gmail Outlook

The workflow at a glance

Trigger
Form submit
Action
Log row
Action
Create contact
Action
Notify
LLM
Draft welcome
Action
Send welcome

How this workflow works, step by step

  1. 1 Trigger Form submit

    The workflow starts when Typeform signals "form submit". Carly is listening continuously, so the run begins within seconds of the event.

  2. 2 Action Log row

    Finally Carly takes action in Google Sheets: log row. This is the thing that actually moves the world.

  3. 3 Action Create contact

    Finally Carly takes action in HubSpot: create contact. This is the thing that actually moves the world.

  4. 4 Action Notify

    Finally Carly takes action in Slack: notify. This is the thing that actually moves the world.

  5. 5 LLM Draft welcome

    An LLM step does the thinking: draft welcome. Carly picks the right model for the job and you can swap models per step if you need to.

  6. 6 Action Send welcome

    Finally Carly takes action in Gmail or Outlook: send welcome. This is the thing that actually moves the world.

When to use this template

  • You want this work to happen consistently without anyone remembering to do it.
  • You're already using Typeform and Google Sheets, and the manual version of this is eating real minutes a week.
  • You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.

When not to use it

  • This task only happens once or twice a month — the setup cost won't pay back.
  • The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
  • Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.

Build it in 10 minutes — copy this prompt

Paste this in an email to and Carly will build the workflow for you.

Hey Carly — please build me this workflow.

Name: One form, fanned out everywhere

What it should do:
A Typeform submission lands as a Sheets row, a HubSpot contact, a Slack alert, and a personalized welcome email — all from a single workflow.

Steps:
1. Trigger: Form submit
2. Action: Log row
3. Action: Create contact
4. Action: Notify
5. LLM: Draft welcome
6. Action: Send welcome

Tools to wire up: Typeform, Google Sheets, HubSpot, Slack, Gmail, Outlook

Set it live once you've got it working. Thanks!

Apps you'll connect

Carly authenticates these for you over OAuth when she sets up the workflow.

Typeform
Google Sheets
HubSpot
Slack
Gmail
Outlook

Questions teams ask before building this

How long does this workflow take to set up?

Most teams have "One form, fanned out everywhere" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating Typeform.

Can I edit this template after Carly builds it?

Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.

What if I use a different tool than the ones in this template?

Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.

Does this run automatically once it's built?

Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.

Ready to run One form, fanned out everywhere?

Carly will build it for you and you'll be up and running in 10 minutes.

Build it in Carly