What are Workflows?
Workflows let you automate what happens after someone submits your form. Instead of manually processing each submission, you can set up a sequence of actions that run automatically—like enriching contact data, qualifying leads with AI, and syncing to your CRM. Example workflow:- Form submitted — A new submission triggers the workflow
- Enrich with Clay — Company data is added automatically
- Qualify with AI — The SDR Agent classifies the lead
- Send to HubSpot — The enriched, qualified lead is synced to your CRM
Key Capabilities
Form Triggers
Automatically run workflows when forms are submitted
Data Enrichment
Enrich contacts with company data from Clay
AI Processing
Classify and qualify leads with AI agents
Smart Routing
Filter and route data based on conditions
15+ Destinations
Send data to HubSpot, Salesforce, Slack, Google Sheets, Airtable, Notion, and more
Plan Availability
Workflow features vary by plan.| Plan | Workflows | Features |
|---|---|---|
| Free | 1 workflow | Email notifications only |
| Pro | 1 workflow | + CRM integrations, enrichment, routing |
| Business | Unlimited | + AI agents, 100 AI credits/month |