1.Monitors new form submission
Integrate HubSpot and CRM forms to trigger on each new form submission event and capture registrant details into the workflow.
Add event registrations to the central attendee workbook
Automatically capture new form submissions from HubSpot across Microsoft Excel. Add or update attendee rows when submissions arriveβso you can centralize registration details, keep attendee lists current, and create contact records without manual spreadsheet work.
How this automation keeps attendee records up to date
When new event form submissions arrive, registrations can get duplicated and outreach can go out with missing details. This automation monitors HubSpot submissions and finds matches, adds or updates attendee rows, and updates contact recordsβso your team can maintain a single source of truth.
HubSpotor swap with your favorite app
2.Finds existing attendee row
Integrate Microsoft Excel and spreadsheet lookup tools to find a matching row by email and continue when no match is found.
Microsoft Excelor swap with your favorite app
3.Adds attendee workbook row
Integrate Microsoft Excel and spreadsheet row creation tools to add a new attendee row and map name, email, company, and notes.
4.Updates matching attendee row
Integrate Microsoft Excel and spreadsheet update tools to update the existing row with new submission details when a match exists.
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Explore all event registration management automations
Simplify attendee signups with automated form capture, registration routing, and confirmation follow-up
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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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