1.Detect new form submission
Integrate HubSpot and form capture tools to detect new form submissions and map core fields to lead intake notes.
Create CRM contact from form and attach intake
Automatically monitor new form submissions in HubSpot and populate CRM contacts across HubSpot and Microsoft Dynamics 365 CRM. Create and update contact records when qualified submissions arriveβso you can filter out free-email domains, format intake dates, and consolidate notes without manual follow-up.
How this automation creates faster contact follow-up
When form submissions arrive without consistent routing rules, sales teams lose timing and contacts get missed. This automation filters leads, formats intake details, and creates or updates CRM contacts with consolidated notesβso your team can act quickly.
HubSpotor swap with your favorite app
2.Filter qualifying records
Integrate Filter by Zapier and lead qualification rules to continue only qualifying submissions and block free-email domains.
Filter by Zapieror swap with your favorite app
3.Format date and timestamps
Integrate Formatter by Zapier and date normalization tools to convert form date fields into human-readable CRM note dates.
Formatter by Zapieror swap with your favorite app
4.Find or create contact
Integrate Microsoft Dynamics 365 CRM and CRM contact matching tools to find contacts by email, update intake fields, and append notes.
Microsoft Dynamics 365 CRMor swap with your favorite app
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Explore all lead routing automations
Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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