1.Monitors new contact in list
Integrate HubSpot, CRM lead capture tools, and marketing list sources to receive new list contacts and map submission context to staging.
Create qualified lead from marketing list and notify owners
Automatically monitor new contact in list across HubSpot, Salesforce, and Slack. Get instant alerts when list contact submissions arrive or emails match existing contacts or submission context includes account signalsβso you can dedupe, create qualified leads, and notify owners without manual routing.
How this automation accelerates your qualified leads
When a new contact appears in a marketing list, qualification can stall and owners miss high-intent signals. This automation checks for duplicates, creates Salesforce leads, and notifies teams in Slackβso your team can respond fast to new demand.
HubSpotor swap with your favorite app
2.Finds contact by email
Integrate Salesforce, CRM dedupe rules, and email matching to find an existing contact and continue based on the match.
Salesforceor swap with your favorite app
3.Creates a new lead
Integrate Salesforce, CRM fields mapping, and lead routing logic to create leads with status New and MQL lead source defaults.
4.Sends lead summary in Slack
Integrate Slack, SDR inbox workflows, and CRM links to post a channel message with a lead summary and next-step context.
Slackor 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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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.
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