1.Captures onboarding form submission
Integrate HubSpot, CRM workflows, and form processing to capture submission data and map key fields to onboarding call and customer records.
Update onboarding call status and customer records instantly
Automatically monitor onboarding form submissions across HubSpot. Create and update records when onboarding form submission is received, contact email matches an existing contact, or a matching onboarding call is locatedβso you can update call status, set onboarding fields, and align contact ownership without manual CRM updates.
How this automation updates onboarding outcomes
When an onboarding form submission lands, delays can leave call status and CRM fields out of sync. This automation captures submission data, finds the matching contact and call records, updates Airtable, and updates the HubSpot contact so your team reflects completed onboarding instantly.
HubSpotor swap with your favorite app
2.Finds contact by email
Integrate HubSpot, CRM data tools, and contact lookup to search by email and retrieve the owner identifier for record updates.
3.Finds latest onboarding call
Integrate Airtable, call record lookup, and CRM reporting to locate the latest scheduled onboarding call using email plus call type and status.
Airtableor swap with your favorite app
4.Formats date fields
Integrate Formatter by Zapier, data formatting tools, and reporting systems to format today or submission timestamps for record fields.
Formatter by Zapieror swap with your favorite app
5.Updates calls record
Integrate Airtable, call record lookup, and CRM data tools to set call status to Completed and update scheduled call fields from the submission.
6.Updates customers record
Integrate Airtable, onboarding record mapping, and CRM data tools to set customer onboarding fields from the submission using the found record id.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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