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.
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Free to start · guided setup · switch agents any time.

Live demo

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

What you'll need

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 Codex

    Preselected for this page — connect your Codex 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.

A considered pairing

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.

Good to know

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.

Other editions

Run it with a different agent

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Make it yours

Put Typeform Lead Router Agent to work on Codex.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.