1.Catches ROI calculator submissions
Integrate Webhooks by Zapier and web form capture to catch submissions and trigger downstream qualification.
Add ROI calculator leads to CRM and alert reps
Automatically capture ROI calculator submissions across Webhooks by Zapier, Filter by Zapier, Formatter by Zapier, HubSpot, Zapier Lead Router, and Slack. Create and update when formatted totals, qualifying leads, and rep alerts triggerβso you can format totals, upsert CRM contacts, and notify reps without manual qualification.
How this automation accelerates lead follow-up
When ROI calculator submissions arrive, delays can cause unqualified leads and missed opportunities. This automation filters qualifying submissions, calculates totals, creates or updates HubSpot contacts, routes leads to reps, and sends Slack notificationsβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Continues qualifying submissions
Integrate Filter by Zapier and validation checks to continue only for qualifying submission fields and stop blank or test payloads.
Filter by Zapieror swap with your favorite app
3.Calculates and formats totals
Integrate Formatter by Zapier and math formatting to calculate and format currency totals and rounded metrics from submissions.
Formatter by Zapieror swap with your favorite app
4.Creates or updates CRM contact
Integrate HubSpot and CRM lists to create or update contacts with calculated properties and add them to your marketing list.
HubSpotor swap with your favorite app
5.Routes lead to assigned rep
Integrate Zapier Lead Router and routing rules to assign an owner and send the lead email and summary fields.
Zapier Lead Routeror swap with your favorite app
6.Sends rep DM and channel post
Integrate Slack and team messaging to DM the assigned rep with a CRM link and post a channel announcement.
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
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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