Typeform Lead Router Agent with Codex
A form response is a small bounded errand: pull the answers apart, apply your routing rules, search or create in HubSpot, write one note, post one Slack line. Codex handles work of that size quickly, and quickly is the point when the submission came from your pricing page eleven minutes ago. The CRM mechanics, matching on email and attaching a note, are the layer it stays steady at.
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:
Connect Typeform
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect HubSpot
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
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.
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.
Runs on Codex
Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
Why Codex for this agent
Pings while they are warm
A demo request is worth most in the minutes after it is submitted, and a short run is what puts the owner's name in Slack that fast.
Reliable CRM plumbing
Search by email, attach a note, create only on a miss. It is unglamorous work, and doing it identically every time is what keeps the CRM clean.
Before you fork
How long after a submission does Slack hear about it?
Usually well under a minute, since the run is a read, a HubSpot search and two writes. Junk submissions finish sooner because they stop at the note and never reach the channel. Nothing runs while the form is quiet, so a slow week costs nothing.
Run it with a different agent
Put Typeform Lead Router Agent to work on Codex
Free to start. Guided setup, a test run against staged conversations, and it's live.