1.Detect new form submission
Integrate HubSpot and form submission tools to capture the new demo request and start lead qualification.
Create qualified demo follow-up task for target prospects
Automatically monitor new form submissions across HubSpot and create qualified follow-up tasks in Apollo. Create and prioritize follow-up tasks when demo request submitted, email captured, or conversion timestamp recordedβso you can format due dates, validate target accounts, and book demos without manual follow-up.
How this automation creates qualified follow-up tasks your team can act on
When a demo request form submission arrives but qualifying details need human review, follow-ups get delayed and demos slip. This automation enriches contacts and companies, qualifies target accounts, and creates high priority Apollo tasksβso your team can book demos faster.
HubSpotor swap with your favorite app
2.Find contact by email
Integrate HubSpot and CRM enrichment tools to look up the contact by email and pull conversion details.
3.Format due date from timestamp
Integrate Formatter by Zapier and date formatting tools to transform the conversion timestamp into a task due date.
Formatter by Zapieror swap with your favorite app
4.Find company by domain
Integrate HubSpot and company enrichment tools to search by domain and retrieve the target-account flag.
5.Qualify target accounts
Integrate Filter by Zapier and qualification rules to continue only when the company qualifies and no booking exists.
Filter by Zapieror swap with your favorite app
6.Wait before task creation
Integrate Delay by Zapier and scheduling tools to wait 30 minutes before creating the outreach task.
Delay by Zapieror swap with your favorite app
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
Set up in minutes
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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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