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

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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.

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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.

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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.

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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).

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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.

Workflow Overview

Learn about workflow basics and get started with automation

Integration Setup

Configure your integrations with CRM and communication tools