1.Detect new form submission
Integrate HubSpot and form capture tools to detect new form submission and start respondent routing.
Add form respondents to mailing list and notify teams
Automatically monitor new form submissions for form respondents across HubSpot, Formatter by Zapier, Zapier Tables, and Maileon. Create and update when new form submission, email captured, or postal code providedβso you can create contacts, send confirmations, and notify branches without manual follow-up.
How this automation grows your mailing list coverage
When a new form submission lands, delays can cause missed outreach and misrouted branch follow-up. This automation extracts postal codes, finds the right branch, and creates contacts while sending applicant confirmations and branch notificationsβso your team keeps audiences current.
HubSpotor swap with your favorite app
2.Extract postal code for lookup
Integrate Formatter by Zapier and data normalization tools to extract the postcode and output a lookup-ready 4-digit postal code.
Formatter by Zapieror swap with your favorite app
3.Find branch by postal code
Integrate Zapier Tables and database lookup tools to search Postcode and Branches and return the matched branch name and email.
Zapier Tablesor swap with your favorite app
4.Create or update contact
Integrate Maileon and contact management tools to create or update contacts and set default permission preferences.
Maileonor swap with your favorite app
5.Send applicant confirmation
Integrate Maileon and transactional email templates to send the applicant confirmation using the contact email and submission context.
6.Send branch notification email
Integrate Maileon and transactional email templates to notify the matched branch email or a central inbox when no branch is found.
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Set up in minutes
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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