HubSpot form → evaluate → route

Qualify inbound HubSpot form submissions with EchoStack before updating deal stage, assigning owners, or starting nurture.

Outcome

Partial submissions stay in nurture; strong fits create or update CRM records and notify sales while the lead is still hot.

Prerequisites

• Eval API quickstart with a lead qualification playbook (e.g. BANT)
• HubSpot form or workflow trigger
• n8n, Zapier, Make, or a small backend to call the API

Architecture

HubSpot new form submission
    → Automation (n8n / Zapier / workflow webhook)
    → POST /v1/evaluate (form content as input)
    → Branch on status
        → QUALIFIED → create/update deal, assign rep
        → PARTIAL → enrollment in nurture workflow
        → FAILED → tag disqualified, no owner assignment

Map form fields to input

EchoStack does not read HubSpot directly in the eval-only product — your automation passes submission fields into input.

Example (partial submission — missing budget and timeline):

{
  "input_type": "transcript",
  "input": [
    {
      "role": "user",
      "content": "Form submission:\n- company: Startup Co\n- role: Sales Manager\n- problem: Manual data entry slows our team\n- budget: Not specified\n- timeline: Not specified"
    }
  ],
  "options": { "request_next_action": true }
}

Expected result: status may be PARTIAL with missing_fields listing gaps — route to a nurture sequence instead of assigning a rep.

Example (strong fit):

{
  "input_type": "transcript",
  "input": [
    {
      "role": "user",
      "content": "Form submission:\n- company: Acme Corp\n- role: VP Revenue\n- budget: $80k approved\n- timeline: Live by end of Q2\n- team_size: 120"
    }
  ],
  "options": { "request_next_action": true }
}

Expected: QUALIFIED with next_action such as BOOK_MEETING — update HubSpot deal stage and notify Slack.

n8n (recommended)

1. Trigger: HubSpot → New Form Submission (or webhook from HubSpot workflow).
2. EchoStack → Evaluate with Form Fields or a formatted transcript string.
3. Switch on {{ $json.status }}.
4. HubSpot nodes on each branch: update contact, set lifecycle stage, create task.

See n8n integration for credential and workflow import steps.

Zapier / Make

Use the Zapier & Make HTTP POST pattern with HubSpot as the trigger app.

Verify

1. Submit a test form (or use sample JSON above in Test evaluation).
2. Confirm Recent evaluations shows the expected status.
3. Confirm HubSpot only updates on the branch you expect.

Troubleshooting

Related

• n8n integration
• Eval API quickstart