1.Captures paid social form submission
Integrate HubSpot and form submission workflows to capture the paid-social form payload for mapping.
Create CRM contacts and tag paid social leads
Automatically capture new form submissions from paid social in HubSpot across lead enrichment and CRM contact creation. Create and update enriched CRM contacts when form payload arrives, revenue tier responses come in, or contact details submit—so you can standardize fields, map annual revenue, and set lead sources without manual CRM updates.
How this automation enriches your CRM contacts
When paid social form submissions sit unprocessed, leads can be hard to route and follow up in time. This automation captures the submission in HubSpot, normalizes key fields with Formatter by Zapier, and creates or updates HubSpot contacts—so your team can follow up promptly.
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2.Normalizes and formats lead fields
Integrate Formatter by Zapier and lookup tables to normalize revenue tiers and standardize name, phone, and country.
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3.Creates or updates CRM contact
Integrate HubSpot and CRM contact records to create a new contact or update an existing one by email.
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Step 1
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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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