Workflows

Form submitted?Automation triggered.

Build powerful automations that enrich, qualify, route, and sync your leads. All triggered the moment a form is submitted.

01
BUILDER

Visual workflow builder. Drag, drop, connect.

Build complex automations without code.

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Trigger
Form Submitted
Contact Form
Clay
Enrichment
Clay
Enriching data...
AI Agent
SDR Agent
Qualifying leads
High-Intent ICP Match
HubSpot
CRM
HubSpot
Connected
Slack
Notify
Slack
#sales-leads
02
TRIGGERS

Choose your trigger. Both forms work.

Both form types work seamlessly with workflows.

Standard Forms

Multi-field forms with a clean, familiar layout. Perfect for contact forms, sign-ups, and detailed data collection.

  • Single-page or multi-page layouts
  • Drag-and-drop field arrangement
  • Custom styling & CSS overrides
  • All field types available

Best for

Contact formsRegistrationSurveysApplications

Orbit Flows

One question at a time, like a natural conversation. Higher completion rates with a delightful, focused experience.

  • One question at a time
  • Smooth animations & transitions
  • Progress indicators
  • Keyboard-first navigation

Best for

Lead qualificationQuizzesOnboardingFeedback
03
NODES

Every building block. Every flow.

From triggers to destinations, craft any automation flow.

Triggers

Form Submission

Start when a form is submitted

Enrichment

Clay

Enrich leads with company data

Email Verification

Verify with NeverBounce, ZeroBounce

AI Agents

SDR Agent

Classify leads into qualification buckets

Custom AI

Run custom prompts on data

Logic

Filter

Continue only if conditions match

Router

Split into multiple paths

Delay

Wait before continuing

Lead Scoring

Rule-based scoring (no AI credits)

Destinations

CRMs

HubSpot, Salesforce, Pipedrive, Close, Attio

Notifications

Email, Slack, Webhooks

Databases

Airtable, Google Sheets, Notion

Marketing

ActiveCampaign, Mailchimp

Automation

Zapier webhooks

Connect to your stack

HubSpotSalesforcePipedriveCloseAttioSlackEmailWebhooksAirtableGoogle SheetsNotionActiveCampaignMailchimpZapierClay
Capabilities

Power for any pipeline.

Real-time Execution

Workflows run instantly when forms are submitted

Conditional Branching

Route leads based on any field or bucket

Delays & Scheduling

Wait minutes, hours, or days before next step

Smart Filters

Only continue if conditions are met

AI-Powered Agents

Classify leads and extract insights automatically

Multi-Object Sync

Sync to Contacts, Companies, and more

Get started in 60 seconds

Stop copying data manually.

Every form submission can trigger your entire lead pipeline. Set it up once, let it run forever.