Here are some practical examples of how you can use Surface Forms workflows to automate your lead management process.

CRM Integration Examples

Send Lead Data to HubSpot

Automatically create or update contacts in HubSpot when forms are submitted.

Match to CRM Objects

Lead-to-account matching with smart duplicate handling. Match by email domain or company name.

Notification Examples

Real-time Slack Alerts

Send instant form submission notifications to Slack channels.

Email Notifications

Automatically send email notifications for new leads, form completions, or abandoned forms.

Sales Automation Examples

One-Click Follow-up

Automate initial sales response for new leads. Create prospects in your sales tools and send follow-ups in 1-click.

Lead Routing by Owner

Route leads to appropriate sales reps based on territory, company size, or industry.

Lead Management Examples

Lead Segmentation

Automatically segment leads based on company size segments (e.g. Enterprise, Mid-market, SMB).

Lead Enrichment Flow

Enrich leads with company and contact-level data (e.g. company size, industry, and technographics).

Recovery Workflows

Abandoned Form Recovery

Follow up with users who abandon forms. Send reminder emails and auto add them to nurture sequences.

Meeting No-Shows

Automate follow-ups for missed meetings. Trigger reminder sequences and notify sales reps about no-shows.