1.Detect new contact in list
Integrate HubSpot and lead lists to capture new contacts to route them for outreach.
Create new lead and send immediate message to prospect
Automatically watch new contacts in HubSpot across lead lists. Send templated outreach fast when matching leads are missing, so your team captures interest without manual follow-up.
How this automation accelerates your new lead response
When a new contact is added to a configured HubSpot list, delays can cost early qualification opportunities. This automation maps contact details, cleans phones, checks duplicates, creates lead records, and sends a templated messageβso your team reaches prospects immediately.
HubSpotor swap with your favorite app
2.Clean phone number
Integrate Formatter by Zapier and data formatting tools to clean the phone field to prepare duplicate checks.
Formatter by Zapieror swap with your favorite app
3.Look up matching lead
Integrate Zapier Tables and database lookup tools to find lead records by formatted phone to prevent duplicates.
Zapier Tablesor swap with your favorite app
4.Allow only new leads
Integrate Filter by Zapier and rules logic to continue only when no lead match exists to avoid duplicate outreach.
Filter by Zapieror swap with your favorite app
5.Create lead record
Integrate Zapier Tables and CRM record tools to create a new lead entry and save the created timestamp to support auditing.
6.Send templated message
Integrate Spoki and messaging templates to send an initial templated message to capture qualification signals fast.
Spokior swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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