1.Catches new form submission
Integrate HubSpot and marketing forms to capture the landing-page submission and UTM fields from each event.
When new landing-page form submissions arrive, leads can stall while team members re-enter data into CRM systems. This automation catches submission payloads, normalizes UTM and cohort fields, and creates and links student leads in Salesforceβso your team can follow up fast.
Integrate HubSpot and marketing forms to capture the landing-page submission and UTM fields from each event.
Integrate Formatter by Zapier and lookup tables to transform UTM source values and map grade and age selections to cohort fields.
Integrate Salesforce and CRM record search tools to find the matching Opportunity and Campaign records by cohort lookup outputs.
Integrate Salesforce and lead management workflows to create a Lead record, map core fields, and attach CRM references.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.