1.New form submission
Integrate HubSpot to detect new PDF download form submissions and start the lead capture flow.
Add PDF download form respondents to email list
Automatically watch HubSpot new form submission across email list management and marketing channels. Add PDF respondents to your configured marketing list when new PDF form submit, submission includes phone, or email is providedβso you can update companies, create missing records, and enroll contacts without manual list syncing.
How this automation grows your email list fast
When new form submission arrives, manual processing can delay nurture and create duplicate company records. This automation finds or creates the right company, updates the contact, and adds them to your marketing listβso your team can respond at the peak of interest.
HubSpotor swap with your favorite app
2.Find company by phone
Integrate HubSpot and CRM databases to search companies by the submission phone value to link the lead.
3.Update company when found
Integrate HubSpot and contact fields to map submission email and phone to company contact fields when matched.
4.Create company when missing
Integrate HubSpot and CRM records to create a new company using mapped company name, phone, and email.
5.Update contact and add to list
Integrate HubSpot and marketing list tools to map contact fields and add the contact email to the configured list.
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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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