1.Find contact from engagement record
Integrate Salesforce and CRM lookup tools to find the existing contact and map references to a contact lookup key.
Create program member contact records and add to lists
Automatically sync engagement records across Salesforce and HubSpot. Automatically create or update contact details and program list memberships when engagement status becomes active, when enrollments fall within the recent window, or when contact demographics changeβso you can normalize data, update lists, and avoid manual list updates.
How this automation updates your program and newsletter lists
When engagement status changes to active, delayed list updates can keep outreach from reaching the right people. This automation finds contacts and companies, normalizes demographics, creates or updates HubSpot contacts, and manages program and newsletter list membershipsβso your team can keep lists accurate.
Salesforceor swap with your favorite app
2.Find company from contact affiliation
Integrate Salesforce and CRM context tools to retrieve company context using the contact primary affiliation reference and company lookup.
3.Normalize demographics for marketing fields
Integrate Formatter by Zapier and data normalization tools to map source ethnicity and gender to standardized values.
Formatter by Zapieror swap with your favorite app
4.Create or update HubSpot contact
Integrate HubSpot and CRM contact fields to create or update a contact and set membership properties.
HubSpotor swap with your favorite app
5.Manage program and newsletter lists
Integrate HubSpot and list management tools to add the contact to program and newsletter lists and remove from legacy lists.
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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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