1.New form submission is received
Integrate HubSpot and form intake tools to extract name components, email, phone, and intake answers for new submissions.
Add website intake to master contact list and route cases
Automatically capture website intake across HubSpot and Zapier tools. Create and update master contacts and route case intake details when form submissions arrive, intake fields submit, or email capturedβso you can deduplicate contacts, maintain a clean master list, and trigger fast follow-up without manual follow-up.
How this automation forwards intake for faster case routing
When new form submissions land in HubSpot, duplicates and delays can disrupt follow-up. This automation extracts fields, deduplicates and updates master contacts, and posts intake details to an endpointβso your team can route cases quickly.
HubSpotor swap with your favorite app
2.Duplicate check validates the lead
Integrate Filter by Zapier and deduplication rules to continue only when email is present and duplicates are prevented.
Filter by Zapieror swap with your favorite app
3.Master contact is created or updated
Integrate Zapier Tables and data mapping to find or create a master contact by email, then update contact fields.
Zapier Tablesor swap with your favorite app
4.Intake payload is posted to endpoint
Integrate Webhooks by Zapier and webhook delivery tools to post selected fields and case type for triage intake.
Webhooks by Zapieror swap with your favorite app
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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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