


Capture the lead, enrich it, and push it to your CRM: Typeform + Apollo + Hubspot
Typeform + Apollo + Hubspot
Marketing and sales teams manage dozens of moving parts every day, from lead generation to follow-ups and CRM updates. Many of these tasks are repetitive, time-consuming, and prone to human error. That’s where automation comes in. You can automate routine tasks, reduce mistakes, and focus on strategy and growth.
In this article, we’ll explore how Albato helps with sales and marketing automation. You’ll learn about typical use cases, practical examples, and how to get started with building your automations—no coding required.
Here are five practical automation bundles you can build to automate your sales workflow using Albato.
Let’s say you get a lead through a form (e.g., Typeform, Webflow, or FB Lead Ads). Instead of manually copying info into a CRM, Albato lets you:
Enrich the lead with Apollo (company name, phone number, company website)
Filter out incomplete or low-fit records
Pus qualified leads to HubSpot, Salesforce, or Pipedrive automatically
When someone books a call via Calendly:
You get a Slack message with lead context
A task is created in ClickUp for follow-up
The lead is auto-tagged in the CRM and added to a nurturing sequence (Mailchimp, ActiveCampaign, etc.)
The handoff is smooth, and you aren’t scrambling last minute.
When a user fills out a pricing form, instead of a generic “Thanks” email:
That means you get no-touch lead warming until it’s worth a human reply.
When a deal moves from “Negotiation” to “Contract sent” in your CRM, a few things should happen:
Notify the legal and/or finance department to prepare documents via Clio
Create a Google Drive folder for the account
Send internal alerts in Slack with the deal value and expected close date
Albato automates cross-team coordination so you don’t have to chase people down.
Outreach platforms are great, but they don’t connect all the dots. With Albato:
When the lead info is updated, hot leads get moved to “Engaged” in CRM
Cold leads go to a re-engagement flow like a mailing sequence
It’s not just about sending emails—it’s about organizing follow-ups based on real behavior.
You don’t need another tool. You just need all of your existing tools to work together. Albato makes that happen.
Most marketing tools claim to "automate everything." But when you look closer, most of the work still involves switching tabs, exporting CSVs, and manually syncing data between tools that don’t talk to each other.
Here are 5 useful automations you can set up that will save you time and effort.
You run a campaign on Facebook or Google Ads. Leads come in—but then what?
With Albato, those leads can be:
Captured instantly from the ad platform
Enriched with firmographic data (Apollo)
Sent directly into Mailchimp, ActiveCampaign, or Sendinblue for follow-up
No spreadsheet exports, no Zapier maze. Just clean leads flowing into email flows.
A user signs up for a free trial or newsletter. Instead of a single welcome email:
Use MailChimp's actions like "Add a tag to a subscriber" or "Add subscriber to the list" to insert the user into a custom email sequence
Update the lead record in HubSpot or Pipedrive with source and UTM data
Add a Slack notification for the marketing or product team
Now the lead is tracked from day one, with context.
Someone registers for a webinar via Eventbrite.
You can set up Albato to:
Add the contact to your marketing email tool
Schedule reminders 24h and 1h before the event
Alert your sales team on Slack when someone from a target account signs up
No-show rates drop, and sales can prep for high-value attendees.
Tip: Albato’s Automation delay tool adds a programmed delay to the automation, thus postponing the next step for a user-specified period of time.
Let’s say someone fills in a form to download an eBook or guide. With Albato:
The action updates their lead score in your CRM
Set up custom fields―if the lead meets criterion X, the contact is passed to sales
A Slack or email alert gets triggered with full context
Marketing doesn’t just generate leads—it helps qualify them in real time.
Tip: Albato’s Router tools can help you set up conditional logic for your lead qualification process. Only leads that pass a certain threshold will be passed on to the CRM.
Email lists get messy. Albato helps you automate cleanup. When there is a new abandoned cart action in an e-commerce app like Ecwid:
Move the users to a separate “re-engagement” list in MailChimp
Trigger a win-back campaign or suppress them entirely via a CRM
This helps improve deliverability and saves $$$ on email platform costs.
Albato makes automation simple and accessible for everyone—from sales and marketing teams to freelancers and growing businesses.
By connecting your tools and streamlining routine tasks, you can save time, stay organized, and focus on what actually drives results.
Whether you're managing leads, launching campaigns, or syncing data across platforms, Albato helps you build smarter workflows without the overhead of complex software or custom development.
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