1.Monitors new form entries
Integrate Cognito Forms and form submission capture to detect new entry data for lead creation.
Create contacts from enrollment form submissions for nurture
Automatically monitor new enrollment form entries across Cognito Forms and HubSpot. Create and update when submitted status appears, enrollment email provided, or new entry receivedβso you can create contacts, update properties, and set source without manual imports.
How this automation creates nurture-ready contacts
When new enrollment form entries arrive, delays can slow targeted outreach after enrollment. This automation filters submissions, finds or creates HubSpot contacts, and updates contact propertiesβso your team can start nurture without manual imports.
Cognito Formsor swap with your favorite app
2.Continues only for submitted entries
Integrate Filter by Zapier and validation rules to stop processing until a submission is marked submitted.
Filter by Zapieror swap with your favorite app
3.Finds or creates matching contacts
Integrate HubSpot and contact deduplication tools to find by email and create a contact on no match.
HubSpotor swap with your favorite app
4.Updates enrollment property fields
Integrate HubSpot and CRM property mapping tools to set enrollment metadata custom properties and set source.
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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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