1.Monitors new form submissions
Integrate HubSpot, form intake trackers, and CRM tools to capture each new partnership referral submission and start lead creation.
Create qualified leads from partnership referral form submissions
Automatically capture partnership referral submissions across HubSpot. Create and update qualified leads when new submissions arrive, email is provided, or interest fields changeβso you can create lead records, assign owners, and avoid duplicates without manual data entry.
How this automation accelerates your partner lead follow-up
When partnership referral form submissions hit your inbox, delays can stall follow-up and waste routing time. This automation captures submissions, finds contacts, and creates and updates Salesforce leadsβso your team can act immediately.
HubSpotor swap with your favorite app
2.Finds contact by email
Integrate HubSpot and CRM matching tools to look up a contact by email so the automation can detect existing records.
3.Creates qualified lead record
Integrate Salesforce and lead mapping workflows to create a Lead record and map referral fields into lead properties.
Salesforceor swap with your favorite app
4.Updates lead owner assignment
Integrate Salesforce and CRM workflow rules to assign the Lead owner and route responsibility to the right partner queue.
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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