1.Find or create contact
Integrate HubSpot and lead enrichment tools to find a contact by email and to create a contact when none matches.
Create qualified investigation leads from website contact form
Automatically monitor contact form submissions in HubSpot and create qualified investigation leads across HubSpot, Microsoft Outlook, and Zapier Tables. Create and update intake deals, notify staff, and log inquiry recordsβso you can respond to each inquiry without manual lead entry.
How this automation creates qualified investigation leads
When contact form submissions arrive, delays can slow investigation intake and waste follow-up time. This automation finds or creates contacts, creates deals, sends intake notifications, and logs inquiry recordsβso your team can respond faster.
HubSpotor swap with your favorite app
2.Create deal for intake
Integrate HubSpot and CRM workflow tools to create a new deal record and to set pipeline and intake stage.
3.Associate contact to deal
Integrate HubSpot and CRM relationship tools to link the contact to the new deal to preserve follow-up context.
4.Send internal intake notification
Integrate Microsoft Outlook and email notification tools to send an intake email with submission details to the configured list.
Microsoft Outlookor swap with your favorite app
5.Create intake tracking record
Integrate Zapier Tables and database tracking tools to add a row to your intake table for operational inquiry tracking.
Zapier Tablesor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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