Lead Processing Automation for SaaS Startup

Client Problem A fast-growing SaaS startup was losing valuable leads because the sales team manually copied form submissions into HubSpot. Responses often took 24–48 hours, and deals slipped through the cracks.

My Solution I built a Zapier workflow:

Trigger: Typeform submission.

Step 1: Auto-create a new HubSpot CRM entry.

Step 2: Send instant Slack notification to the sales channel.

Step 3: Draft a personalized email using OpenAI → send via Gmail.

Lead follow-up time reduced from 1 day to a few minutes.

Saved the sales team ~5 hours/week of manual data entry.

Boosted conversion rate by 15% due to faster responses.