1.Receives new eBook submissions
Integrate Gravity Forms and form handling to pass submission data to the workflow.
Add eBook form contacts to CRM and tag source
Automatically capture eBook form submissions across Gravity Forms and HubSpot. Create and update when new submissions include an email, lead source details appear, or consent flags changeβso you can tag CRM contacts, enrich source fields, and kick off segmented outreach without manual list building.
How this automation tags CRM contacts fast
When eBook submissions arrive but contacts are not yet created or tagged, outreach gets delayed. This automation forwards submissions, finds existing contacts, and creates or updates HubSpot recordsβso your team can start segmented outreach without manual importing.
Gravity Formsor swap with your favorite app
2.Finds contact by email
Integrate HubSpot and CRM lookup tools to detect an existing contact by submission email.
HubSpotor swap with your favorite app
3.Creates or updates CRM contact
Integrate HubSpot and contact management to create or update records and apply lead source tags.
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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
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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