1.Monitors new form submission
Integrate HubSpot and form capture tools to trigger on a new supplier submission and capture the submission payload for processing.
Update grant records from completed supplier form pages
Automatically watch new form submissions across HubSpot. Create and update when form submission lands, email captured, or submission ID createdβso you can link contacts, match grant records, and set page five complete without manual grant updates.
How this automation updates page five completion
When new supplier form submissions land, completion dates can lag and grant records stay inaccurate. This automation monitors form submissions, finds the right contact, and updates Salesforce grant recordsβso your team can maintain clean completion tracking.
HubSpotor swap with your favorite app
2.Waits for page five submissions
Integrate Delay by Zapier and workflow timing to pause briefly so follow-up page submissions can arrive before lookups.
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3.Finds the contact by submission email
Integrate HubSpot and CRM lookup tools to search by submission email and retrieve the linked grant reference.
4.Queries the grant record
Integrate Salesforce and data lookup tools to query grant records by grant reference or submission email and return the most recent match.
Salesforceor swap with your favorite app
5.Updates page five completion
Integrate Salesforce and record update tools to map submission answers to the grant record and set completion flag and timestamp.
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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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