1.Catches hook for contact submission
Integrate Webhooks by Zapier and form ingestion to capture incoming contact submission payloads and trigger research enrichment.
Add incoming contact to research list and notify team
Automatically catch incoming contact submissions across HubSpot, Clay, Google Sheets, and Slack. Create and update research records and alerts when contact submission arrives, email mapping is found, or company context is missing—so you can add to your list, enrich profiles, and notify the team without manual routing.
How this automation accelerates your lead research
When incoming contact submissions arrive with missing company context, leads stall and teams waste time on manual handoffs. This automation finds contacts, adds them to a research list, creates Clay records, looks up enrichment, and notifies your marketing ops channel—so your team can segment faster.
Webhooks by Zapieror swap with your favorite app
2.Finds matching contact
Integrate HubSpot and CRM lookup tools to search by the incoming email and retrieve an associated company identifier.
HubSpotor swap with your favorite app
3.Adds contact to research list
Integrate HubSpot and list management to add the matched contact email to the configured research list.
4.Creates Clay company research record
Integrate Clay and team research tables to create a new record using company domain and contact identifier.
Clayor swap with your favorite app
5.Looks up enrichment row
Integrate Google Sheets and enrichment worksheets to look up enrichment columns using the company domain key.
Google Sheetsor swap with your favorite app
6.Sends marketing ops channel message
Integrate Slack and messaging channels to post contact and company links with enrichment summary to the configured channel.
Slackor swap with your favorite app
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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