1.Detect new form submissions
Integrate HubSpot, and form workflows to detect new coach referral form webhook submissions.
Add coach referrals to master sheet with enrichment
Automatically monitor HubSpot new form submissions across HubSpot and Google Sheets. Enrich coach referrals by writing qualifying rows, pulling company details, and updating the sheet—so you can prevent slow handoff, reduce manual lookups, and keep enrichment accurate without manual reporting.
How this automation enriches coach referrals in your master sheet
When new coach referral form submissions happen in HubSpot, unverified entries can stall program coordination. This automation filters submissions, creates and updates Google Sheets rows, and enriches company data from HubSpot—so your team can act on referrals fast.
HubSpotor swap with your favorite app
2.Filter qualifying submissions
Integrate Zapier, and workflow filters to gate only qualifying referral records into the sheet.
Filter by Zapieror swap with your favorite app
3.Create row for referral details
Integrate Google Sheets, and spreadsheet mapping to create a row and store referral fields.
Google Sheetsor swap with your favorite app
4.Find contact by email
Integrate HubSpot and CRM lookups to find the contact and retrieve any related company identifier.
5.Enrich company details
Integrate HubSpot and CRM lookups to fetch company fields using company ID or a phone fallback.
6.Update row with enrichment
Integrate Google Sheets, and enrichment columns to update company fields and add referral notes.
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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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