1.Detects new form submission
Integrate HubSpot, form intake tools, and data mapping to route the submission to the right case-study variables.
Send tailored case study emails after form submission
Automatically detect new form submissions across HubSpot, Paths by Zapier, and Gmail. Create and update when form fields map, case selection routes, or contact email matches—so you can route case-study paths, create or find contacts, and send tailored PDF emails without manual follow-up.
How this automation accelerates your case study follow-up
When a new case study intake form is submitted, slow follow-up can cause leads to drop out of the buying window. This automation routes submissions, ensures the right contact exists, and sends the tailored PDF email—so your team can respond at the moment intent appears.
HubSpotor swap with your favorite app
2.Branches on case-study selection
Integrate Paths by Zapier and branching logic to split the flow and continue only for qualifying records.
Paths by Zapieror swap with your favorite app
3.Finds or creates the contact
Integrate HubSpot and CRM contact matching to find by email or create the contact before sending.
4.Sends tailored case study email
Integrate Gmail and marketing email templates to send the PDF-attached case study to the mapped recipient.
Gmailor 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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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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