1.Monitors new form submission
Integrate HubSpot and form tools to capture submission fields and trigger lead intake from each eligible EOI entry.
Add EOI form signups to project leads list
Automatically capture EOI form submissions across HubSpot and lead databases. Create and update subscriber records and campaign tags when qualifying submissions come in, so you can build your project lead list and keep Mailchimp synced without manual lead entry.
How this automation builds your EOI project lead list
When eligible EOI signups come in without being captured centrally, lead data gets stale and follow-up slows. This automation pulls submission fields, filters qualifying records, then creates leads and updates Mailchimp subscribersβso your team can act fast.
HubSpotor swap with your favorite app
2.Filters for matching project criteria
Integrate Filter by Zapier and logic rules to continue only for qualifying EOI submissions that match your project criteria.
Filter by Zapieror swap with your favorite app
3.Creates new lead table record
Integrate Zapier Tables and data mapping tools to create a central leads record from EOI form fields.
Zapier Tablesor swap with your favorite app
4.Adds or updates campaign subscriber
Integrate Mailchimp and audience tools to add or update subscribers, set status, and apply the intake campaign tag.
Mailchimpor 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
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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