How Dollar Flight Club manages leads using Typeform, HubSpot, and Slack

Related to:

“The first rule of Dollar Flight Club is that you don’t talk about Dollar Flight Club”. Actually that’s rubbish. We were more than happy to sing about this company’s Typeform use case on our blog.

The company partners with advertisers to serve flight deals to its subscribers. They are using Typeform to acquire leads for their partnerships program. Kyle Maltz, Director of Sales and Partnerships at Dollar Flight Club told us how they created a simple yet eye-catching contact form then rigged it up to HubSpot and Slack to make sure every opportunity was pounced on.

Dollar Flight Club’s solution consists of:

  1. A form to collect details from companies interested in partnering with them.
  2. A HubSpot integration to send the data to Dollar Flight Club’s marketing and CRM software.
  3. A Slack integration to send the sales team and alert when a new prospect completes the typeform.

Here’s what the typeform looks like:

Here, we explain how all of this was set up, allowing you to build a similar solution to capture and manage leads yourself:

Creating the form

Dollar Flight Club adapted our Contact Form template to create their lead generation typeform. They personalized the template with their own questions to capture information from companies that were interested in partnering or advertising with them. Here’s what’s inside it:

1. The Welcome Screen ushers people into this simple typeform. Dollar Flight Club added their own company logo (see how, here), amended the intro text, and changed the call to action in the button text.

Screenshot showing how to set up a Welcome screen

2. Contact information is captured in a conversational way. The respondent’s name is piped into the Email question to make things feel a bit friendlier. All of the contact information is set to ‘Required’ as it’s essential to be able to send to Dollar Flight Club’s CRM (read on to find out how this is done).

Screenshot showing how contact information is collected in the typeform

3. Dollar Flight Club added a couple of Multiple Choice questions to be able to funnel leads based on their budget and the type of collaboration they’re looking for.

Screenshot showing how to set up Multiple Choice blocks

4. The typeform was then embedded on the Dollar Flight Club site where it can be completed by potential partners. Check out this Help Center article to find out how to embed your typeform.

Screenshot showing how the typeform was embedded on a website

Sending leads data to HubSpot

In order to integrate results with their sales pipeline, Dollar Flight Club sends the contact information they collect through the typeform to both HubSpot and the HubSpot CRM. At the moment they are doing this via Zapier.

You can read more about how the workflow is set up on Zapier’s blog and click here to set the Zap up for yourself.

Alternatively, you can use Typeform’s native HubSpot integration to send the data. Here’s how it’s done:

1. Click on the Integrate tab and select the Connect button next to the ‘Send New Contacts to HubSpot’ option.

Screenshot showing where to access Typeform integrations

2. Connect to your HubSpot account by completing your login details. Then select which question to pull the email address from (in this case, it’s the Email question).

Screenshot showing how to connect to a HubSpot account

3. Now you can match other questions in your typeform to the contact properties in HubSpot. Click ‘Let’s do this’.

Screenshot showing how to map questions to HubSpot properties

4. You can now go through and map the questions you’ve asked to the corresponding contact properties you’d like to update in HubSpot.

Screenshot showing how the mapping works

5. Now log into your HubSpot account and you’ll be able access this new lead via your Contacts.

Screenshot showing updated HubSpot contact

Sending new leads to the sales team via Slack

Besides sending new lead information to HubSpot, Dollar Flight Club also pushes the contact data collected the typeform to the sales team’s Slack channel so they can respond accordingly. This is done by connecting the typeform to the company’s Slack account via this Zap. Here’s how it works, in case you want to set up something similar yourself:

1. Start by setting up the trigger, which in this case, is when the typeform is submitted.

Screenshot showing how to select typeform submission as the event trigger in Zapier

2. Next you need to connect to your Typeform account by entering the API key that you’ll find within the My Account section.

Screenshot showing where to enter the Typeform API key

3. Now select the typeform you wish to grab the entries from. In Dollar Flight Club’s case it’s their Partner Contact form.

Screenshot showing the typeform selection dropdown menu

4. Zapier will perform a test to fetch the data, after which you need to set up the Slack action. In this case, we’ll be posting a new message to a channel.

Screenshot showing how to create a Slack action

5. Now set up the connection with Slack by logging into your account via the Zapier wizard. After this, you need to choose the channel you want to post the message to. In this case, it’s the sales team channel.

Screenshot showing how to select the Slack channel to populate

6. Now you can customize the message next that the sales team will receive. You can choose which data from the typeform to pipe into this message by clicking on the little ‘+’ icon.

Screenshot showing how to customize the message that is sent to the Slack channel

7. Besides the basic contact information, you can send other information you’ve collected in the typeform to the Slack channel using the process above. Here’s how an example message might look in Dollar Flight Club’s channel:

Screenshot showing example of Slack message

Now it’s over to you…

That’s how Dollar Flight Club made a lead capture form and integrated with their sales and marketing stack to be able to respond to new opportunities quickly and effectively.

As you can see, it’s all pretty simple to set up. If you do need some help getting set up you can grab the Contact Form template that Dollar Flight Club used, here, and use this to start you off.