1.Captures new form submission
Integrate HubSpot and form intake tools to capture the incoming submission and surface key enquiry fields for triage.
Notify clinic intake team of new implant enquiries
Automatically monitor new form submissions across HubSpot for implant enquiry details. Send internal email alerts and marketing inbox notifications when submitter name exists, required fields are filled, or provider data appears—so you can triage faster, avoid empty messages, and respond without manual inbox checking.
How this automation accelerates intake triage
When new implant enquiry submissions hit your form, delays can slow response and leave patients waiting. This automation captures key fields in HubSpot, filters qualifying records, and sends an internal intake notification email—so your team can triage immediately.
HubSpotor swap with your favorite app
2.Filters qualifying enquiries
Integrate Filter by Zapier and data validation tools to continue only when submitter name exists and required fields are present.
Filter by Zapieror swap with your favorite app
3.Sends outbound intake email
Integrate Email by Zapier and internal notification tools to send a mapped intake email to the configured address and inbox copy.
Email by Zapieror swap with your favorite app
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Update dentist profile flag from new form submission
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Simplify practice workflows with automated lead capture, intake routing, and record updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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