1.Detect new submission
Integrate Jotform and capture each website inquiry to create a new lead record.
Create new CRM lead from website inquiry and notify sales
Automatically capture Jotform new submission inquiries across Jotform, Google Sheets, HubSpot, and Slack. Create and update CRM records and notify sales when new inquiry submitted, business email captured, or contact details submittedβso you can speed up follow-up, keep a clean lead log, and brief reps without manual reporting.
How this automation speeds up sales follow-up
When a new Jotform submission arrives, delays can hurt lead conversion. This automation routes inquiries into a worksheet lead log and upserts HubSpot contact records and alerts salesβso your team can follow up fast.
Jotformor swap with your favorite app
2.Split business email domain
Integrate Formatter by Zapier and map submitted business email to extract a company domain for lookups.
Formatter by Zapieror swap with your favorite app
3.Format submission timestamp
Integrate Formatter by Zapier to map the submission timestamp to a standardized date string.
4.Create spreadsheet row
Integrate Google Sheets and append key submission fields and formatted date to log each lead.
Google Sheetsor swap with your favorite app
5.Find company and upsert contact
Integrate HubSpot and upsert the contact by email, create missing companies, and attach the raw submission note.
HubSpotor swap with your favorite app
6.Send channel message
Integrate Slack and post a team message with contact details, goals summary, and the CRM record link.
Slackor swap with your favorite app
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Explore all lead generation automations
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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