1.Catch new form submission
Integrate Ninja Forms and form processing to capture submission fields and trigger enrichment for a qualified inquiry.
Create qualified contact and record inquiry for marketing
Automatically capture new form submissions across Ninja Forms and Microsoft Excel. Automatically enrich contact details and create or update HubSpot contacts and worksheet inquiry logs when new form submission, inquiry submitted, or contact details postedβso you can qualify leads, keep lists updated, and log inquiries without manual lead entry.
How this automation enriches and logs qualified inquiries
When inbound inquiries arrive without structure, delays and messy duplicates can slow campaign follow-up. This automation routes new form submissions through Excel enrichment, formats fields, and upserts HubSpot contacts and lists, while logging every inquiry in Excel.
Ninja Formsor swap with your favorite app
2.Find enrichment row
Integrate Microsoft Excel and lookup tables to map form location fields and return matching enrichment values.
Microsoft Excelor swap with your favorite app
3.Transform name and address
Integrate Formatter by Zapier and text normalization to capitalize and normalize name and address fields for CRM mapping.
Formatter by Zapieror swap with your favorite app
4.Upsert contact and add to list
Integrate HubSpot and CRM lists to upsert a contact and add it to a configured marketing list.
HubSpotor swap with your favorite app
5.Append inquiry log row
Integrate Microsoft Excel and audit logging to add a new row for each submission and enrichment output.
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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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