1.Captures new form submission
Integrate HubSpot, crm data, and contact field mapping to capture submission data for opt in quote requests.
Add quote request form opt-ins to marketing list
Automatically capture new form submissions from HubSpot opt in quote requests across Klaviyo and Zapier filters. Create and update marketing list subscriptions when form submissions arrive, consent flag is true, or opt in checkbox is checkedβso you can add profiles, set email consent, and avoid manual list upkeep.
How this automation grows your opt in marketing list
When new quote request forms are submitted without automated opt in handling, leads get missed and lists fall out of date. This automation captures submissions, filters consent, and creates or updates Klaviyo subscribers and list membershipsβso your team keeps opt ins current.
HubSpotor swap with your favorite app
2.Filters to consented records
Integrate Filter by Zapier and conditional routing tools to continue only when the opt in checkbox or consent flag is true.
Filter by Zapieror swap with your favorite app
3.Finds or creates subscriber
Integrate Klaviyo and identity matching to search by email and create a subscriber profile when missing.
Klaviyoor swap with your favorite app
4.Adds subscriber to marketing list
Integrate Klaviyo and list subscription settings to add the subscriber to the configured marketing list and set email consent.
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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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