1.Monitors new form submission
Integrate HubSpot and form tools to map name and email and pass the submission timestamp forward for enrichment.
Create qualified leads from brochure downloads for sales
Automatically monitor brochure form submissions in HubSpot and route them across Formatter by Zapier, Code by Zapier, OpenAI, and Google Sheets. Create and update when new form submissions arrive, brochure submissions are received, or lead enrichment results return—so you can populate your tracking sheet, classify the company summary, and notify sales for same day outreach without manual data entry.
How this automation accelerates sales ready leads
When a brochure form submission lands, delays can cause missed same day outreach and scattered lead data. This automation maps the submission, enriches company context and classification, and records it while notifying sales—so your team can act quickly.
HubSpotor swap with your favorite app
2.Extracts and formats submitted inputs
Integrate Formatter by Zapier and email tools to split the email, extract the domain, and normalize the submission time.
Formatter by Zapieror swap with your favorite app
3.Performs enrichment lookup by domain
Integrate Code by Zapier and company enrichment services to request and return company name, registration status, and address snippet.
Code by Zapieror swap with your favorite app
4.Classifies and summarizes for sales
Integrate ChatGPT (OpenAI) and AI summarization tools to classify the lead and generate a concise one line company summary.
ChatGPT (OpenAI)or swap with your favorite app
5.Adds lead row and enrichment fields
Integrate Google Sheets and spreadsheet tracking to add a row with contact, formatted time, classification, enrichment fields, and summary.
Google Sheetsor swap with your favorite app
6.Sends sales channel notification
Integrate Microsoft Teams and team messaging to send the sales ready summary for work classified addresses.
Microsoft Teamsor swap with your favorite app
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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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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