1.Detect new download form submissions
Integrate HubSpot to watch for new form submissions and start qualification immediately.
Create MQLs from report download form submissions instantly
Automatically detect new download form submissions across HubSpot. Create and update marketing-qualified contacts, send the report, and schedule a timed follow-up via Gmail and Zapierβso you can convert prospects without manual lead handling.
How this automation qualifies leads in HubSpot
When download form submissions come in, delays can stall report delivery and reduce qualified intent. This automation finds or creates contacts, updates them to marketing-qualified, and sends the report plus a filtered follow-upβso your team can convert sooner.
HubSpotor swap with your favorite app
2.Find or create contact for submitter
Integrate HubSpot and CRM contact tools to match submission emails and create or select the contact.
3.Update contact to marketing-qualified
Integrate HubSpot and CRM lifecycle tracking tools to set the lifecycle stage to marketing-qualified and map source fields.
4.Send report email to contact
Integrate Gmail and email templates to deliver the report link and address the contact in the message body.
Gmailor swap with your favorite app
5.Wait for engagement signals
Integrate Delay by Zapier to pause outreach so engagement and conversion signals can appear.
Delay by Zapieror swap with your favorite app
6.Find contact for follow-up path
Integrate HubSpot and email matching tools to find the contact by email for the follow-up.
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 sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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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