Typeform Lead Router Agent with Claude Code

Routing a response well means reading all of it, blanks included, then searching HubSpot by email before writing anything, then quoting the answers that actually decided the route. Claude Code works in that order rather than deciding first and checking afterwards, which is what keeps one person from becoming two contact records. The Slack ping goes out only once the route and the owner are settled.

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Free to start · guided setup

Watch it work before it's live

Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.

New response

Book a demo: Amara Nwosu

Submitted 09:12 WAT from the pricing page. What brings you here: We run 14 cold storage depots and our stock counts still live in spreadsheets. Company and size: Ridgeport Foods, 340 staff. Your role: Head of Operations. How many people would use this: 26 supervisors across the depots. Budget: Signed off, up to 40,000 USD this year. Timeline: Live before the December peak, so onboarding starts in October. Anything else: We trialled two tools last year and both fell over at sites with poor connectivity.

Amara Nwosu · amara.nwosu@ridgeportfoods.ng

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect Typeform

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect HubSpot

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  4. Routing criteria

    Who each kind of lead goes to and what makes one worth a call - the answers, company sizes, budgets or timelines you route on, the owner for each route, and what rules a response out entirely. The agent routes on this and nothing else.

  5. Team notes

    What your reps want to see in a lead summary - the answers they read first, the context that helps them open a call, and how blunt the verdict should be. This shapes both the HubSpot note and the Slack ping.

  6. Runs on Claude Code

    Preselected for this page — connect your Claude Code account during setup, or switch to NoClick's built-in models with one click.

  7. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

Why Claude Code for this agent

Search before it creates

The HubSpot lookup by email happens before any record is written, so an existing contact gets the note instead of a duplicate sitting beside it.

Quotes the deciding answers

The reason a lead was routed appears in their own words, which is what lets a rep disagree with the routing in about ten seconds.

Before you fork

Will it create duplicate contacts in HubSpot?

It searches by the email address on the response first and creates a contact only when nothing comes back, so the usual outcome is a note on the record you already have. Somebody who fills the form twice with two different addresses will still become two records, exactly as they would if a rep typed them in. It writes notes rather than editing properties, deals or lifecycle stages.

Run it with a different agent

Put Typeform Lead Router Agent to work on Claude Code

Free to start. Guided setup, a test run against staged conversations, and it's live.