1.Detect new contact in list
Integrate HubSpot and CRM workflows to detect new list contacts to trigger partner lead creation.
Create partner lead from new list contact record
Automatically monitor new contacts added to a list in HubSpot across HubSpot, Delay by Zapier, and Keen. Create partner leads and update contact records with partner lead IDsβso you can enrich company details, link records, and trace attribution without manual list follow-up.
How this automation creates traceable partner leads
When new HubSpot contacts get added to a configured list, missed enrichment can break partner attribution and slow follow-up. This automation delays briefly, looks up associated company details, creates Keen partner leads, and updates the HubSpot contact with the partner lead IDβso your team can scale partner routing without chasing records.
HubSpotor swap with your favorite app
2.Delay associations for 1 minute
Integrate Delay by Zapier and automation timing tools to pause for 1 minute to allow associations to settle.
Delay by Zapieror swap with your favorite app
3.Find associated company for contact
Integrate HubSpot and CRM association tools to look up the associated company to retrieve the company id when present.
4.Get company details for lead
Integrate HubSpot and company profile tools to retrieve company name and registration metadata to power lead enrichment.
5.Create lead in partner platform
Integrate Keen and lead capture tools to create a partner-platform lead to map contact and company fields.
Keenor swap with your favorite app
6.Update contact with partner lead id
Integrate HubSpot and CRM field updates to write the created partner lead id to the contact for traceability.
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