Examples
Common workflow automation examples and use cases
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.