Project Summary We have a Pressure Proof Assessment built in Typeform and a QR code that drives traffic to the assessment. We need a vendor to integrate Typeform → HubSpot so that when someone completes the assessment, they are: Created/updated as a contact in HubSpot Automatically sent an email that delivers their results Set up in a way that does not block our future plan to embed/launch the assessment as a lead magnet on MelissaDawnSimkins.com and route people into a HubSpot nurture sequence. Tools / Systems • Typeform (existing assessment) • HubSpot (new account) • QR code already in use • We will provide: Access to Typeform and HubSpot The PDF results output/template The final email message copy (if results are delivered via email) Core Requirements (Must-Haves) A) Integration + Data Mapping • Connect Typeform submissions to HubSpot (vendor to recommend native integration vs Zapier/Make). • Map Typeform fields into HubSpot contact properties, including at minimum: First name (if collected) Last name (if collected) Email (required) Any scoring fields required to generate and segment results Assessment completion timestamp Source tracking field (ex: “Pressure Proof Assessment – QR”) • Ensure existing contacts are updated (not duplicated). B) Results Email Automation Build a HubSpot workflow that triggers immediately after assessment completion. Workflow must work for both new and existing contacts. Results email must be sent automatically once the assessment is completed. Important:  We will provide the final email message copy and structure if email is the delivery mechanism for results. The vendor is responsible for: Building the email inside HubSpot Inserting dynamic personalization tokens as needed Connecting the workflow trigger correctly Testing full delivery and formatting Vendor should recommend best practice for results delivery: Structured results inside the email body Link to results page PDF attachment (if technically advisable) C) Website Lead Magnet Readiness (Future-Proofing) This setup must allow for two future entry points without rebuilding logic: QR code → Typeform assessment Website lead magnet (MelissaDawnSimkins.com) → assessment → HubSpot sequence Requirements: Workflow must support multiple source values (QR and Website) Architecture must be flexible enough to embed the Typeform later or replace with a HubSpot form without breaking automation Clear tagging/segmentation for future nurture sequencing Deliverables 1. Working Typeform → HubSpot integration with proper field mapping 2. HubSpot workflow(s) that automatically send results email 3. Results email template built in HubSpot (using our provided copy) 4. End-to-end testing completed 5. Brief admin documentation: Where integration lives Where workflow lives How to test again How to modify email copy Milestones & Payments Milestone 1 – Build + Test Access granted: Typeform + HubSpot + PDF results + email copy provided Loom to watch: https://www.loom.com/share/639bcb26d83a4e918b5fd18131033e68 Vendor completes: - Integration configured - Workflow built - Results email built in HubSpot - Full end-to-end test completed Acceptance criteria: - Test contact completes assessment via QR - Contact appears/updates correctly in HubSpot - Results email sends correctly - No duplicate contacts created - Personalization and formatting display correctly Milestone 2 – Live Demo + Handoff Vendor completes: - Live demo showing QR → assessment → HubSpot → results email - Walkthrough of integration, workflow, and email setup - Final handoff notes delivered Acceptance criteria: - Client can repeat process independently after demo Vendor Must Answer in Proposal 1. Native Typeform integration vs Zapier/Make — what do you recommend and why? 2. How will you prevent duplicate contacts? 3. How would you architect this to support future website embedding without rebuilding workflows? 4. What is your experience with HubSpot automation for lead magnets?