1.Detect new form submission
Integrate HubSpot, form capture tools, and CRM pipelines to detect incoming submissions and kick off lead creation.
Create CRM leads from main marketing form submissions
Automatically monitor HubSpot new form submissions across HubSpot, Code by Zapier, Pipedrive, and Slack. Create CRM leads when form submission lands, new lead form completes, or attribution fields updateβso you can normalize fields, create records, and notify marketing ops without manual data entry.
How this automation creates new CRM leads from your forms
When new marketing form submissions land in HubSpot, leads can get stuck waiting on manual entry and routing. This automation normalizes attribution and buckets, creates organization, person, and lead records, and posts Slack notificationsβso your team can follow up immediately.
HubSpotor swap with your favorite app
2.Normalize form fields
Integrate Code by Zapier and data mapping logic to normalize revenue and ad-spend selections into bucket identifiers.
Code by Zapieror swap with your favorite app
3.Find or create organization
Integrate Pipedrive, website enrichment tools, and CRM lookups to find or create organizations from company name and website.
Pipedriveor swap with your favorite app
4.Find or create person
Integrate Pipedrive and contact matching tools to find or create people using name, email, and phone.
5.Create lead record
Integrate Pipedrive and CRM record actions to create the lead, attach label IDs, set an owner, and save the note.
6.Post channel message
Integrate Slack and team notification tools to post a submission summary with a direct link to the new lead.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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