LinkedIn Lead Gen form → CRM + welcome email
Each LinkedIn lead form submission becomes an enriched CRM contact, and Carly sends a personalized welcome email within minutes.
The workflow at a glance
How this workflow works, step by step
- 1 Trigger New lead
The workflow starts when LinkedIn signals "new lead". Carly is listening continuously, so the run begins within seconds of the event.
- 2 LLM Enrich + qualify
An LLM step does the thinking: enrich + qualify. Carly picks the right model for the job and you can swap models per step if you need to.
- 3 Action Create contact
Finally Carly takes action in HubSpot: create contact. This is the thing that actually moves the world.
- 4 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 LinkedIn and HubSpot, 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: LinkedIn Lead Gen form → CRM + welcome email What it should do: Each LinkedIn lead form submission becomes an enriched CRM contact, and Carly sends a personalized welcome email within minutes. Steps: 1. Trigger: New lead 2. LLM: Enrich + qualify 3. Action: Create contact 4. Action: Send welcome Tools to wire up: LinkedIn, HubSpot, 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.
Questions teams ask before building this
How long does this workflow take to set up?
Most teams have "LinkedIn Lead Gen form → CRM + welcome email" 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 LinkedIn.
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.
Does this workflow cost anything to run?
Running the workflow itself — triggers, tool calls, branches, filters, waits — is free with no per-task fees. You only pay for the AI steps in this template (the LLM nodes that classify, write, or decide). Everything around them runs at no cost.
More Sales & pipeline templates
Ready to run LinkedIn Lead Gen form → CRM + welcome email?
Carly will build it for you and you'll be up and running in 10 minutes.
Build it in Carly