1.Captures new form submission
Integrate HubSpot and form capture workflows to capture submission fields for referral lead processing.
Create qualified CRM leads from teacher referral forms
Automatically capture new teacher referral form submissions across HubSpot. Automatically create and update qualified CRM leads when referrer email qualifies, enrichment matches, or a referral lead needs creationβso you can enrich attributes, create leads, and route follow-up without manual screening.
How this automation creates qualified CRM leads
When new form submission hits your HubSpot inbox, manual lead screening can slow replies and reduce conversion on school referrals. This automation captures submission fields, filters qualifying referrers, enriches lead attributes, and creates Salesforce leadsβso your team can act on referrals faster.
HubSpotor swap with your favorite app
2.Filters to qualifying referrers
Integrate Filter by Zapier and validation rules to continue only for referrers with qualifying email addresses.
Filter by Zapieror swap with your favorite app
3.Normalizes and splits lead details
Integrate Formatter by Zapier and data formatting tools to extract and normalize emails and split names.
Formatter by Zapieror swap with your favorite app
4.Enriches lead from enrichment table
Integrate Clay and enrichment lookups to find enrichment records by referrer email and map attributes.
Clayor swap with your favorite app
5.Creates mapped CRM lead
Integrate Salesforce and CRM lead creation to create a Lead with mapped email, name, company, and referral context.
Salesforceor swap with your favorite app
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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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