1.Monitors new form submission
Integrate HubSpot, form capture tools, and lead tracking systems to detect incoming submissions for the master lead sheet.
Update master lead sheet from contact form submissions
Automatically track new form submissions from HubSpot across lead capture and spreadsheet tracking. Create and update when form submissions arrive, emails captured, or enquiry fields updateβso you can keep the master lead sheet current, flag large enquiries, and trigger sales follow-up without manual spreadsheet updates.
How this automation accelerates large enquiry follow-up
When HubSpot new form submissions hit your inbox, delays can cause missed lead moments and slower follow-up. This automation formats timestamps, looks up and updates your Google Sheets master lead sheet, and flags large enquiries for sales follow-upβso you can act fast.
HubSpotor swap with your favorite app
2.Formats submission date for the sheet
Integrate Formatter by Zapier and data formatting tools to convert submission timestamps to DD and MM and YYYY for matching.
Formatter by Zapieror swap with your favorite app
3.Looks up lead row by email
Integrate Google Sheets and spreadsheet lookup tools to find the correct row by email for each submission.
Google Sheetsor swap with your favorite app
4.Updates or creates lead row
Integrate Google Sheets and spreadsheet mapping tools to write full name, email, phone, company, and interests to columns.
5.Continues only for qualifying large enquiries
Integrate Filter by Zapier and qualification rules tools to continue processing only when enquiry size meets criteria.
Filter by Zapieror swap with your favorite app
6.Flags row for sales follow-up
Integrate Google Sheets and spreadsheet update tools to flag large enquiry size and mark the row for follow-up.
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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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