1.Captures tour signup form fields
Integrate HubSpot and form capture tools to capture tour signup submission fields and UTM parameters for consistent lead intake.
When tour signups come in but lead records and source attribution stay unstructured, reporting gets delayed and sales follow-up suffers. This automation captures form fields, delays for safe matching, then finds contacts, cleans landing-page values, and creates Salesforce leads with mapped source fieldsβso your team can track attribution reliably.
Integrate HubSpot and form capture tools to capture tour signup submission fields and UTM parameters for consistent lead intake.
Integrate Delay by Zapier and workflow timing tools to pause for 3 minutes before searching or creating CRM records.
Integrate HubSpot and CRM lookup tools to search for an existing contact by the submitted email.
Integrate Formatter by Zapier and URL parsing tools to split the landing page URL and remove query strings.
Integrate Salesforce and CRM assignment rules to create a lead, map source fields from UTM, and apply ownership rules.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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