1.Monitors new form submission
Integrate HubSpot and lead routing tools to pass the submission payload and map key fields to routable columns.
Create inbound routing record from contact form submissions
Automatically monitor new form submissions in HubSpot and capture inbound lead details across HubSpot, Formatter by Zapier, and Clay. Create and update routing records when contact data is submittedβso you can normalize fields, dedupe by email, and prepare leads for assignment without manual routing work.
How this automation creates routing-ready leads
When new form submissions land, routing delays can stall lead follow-up and cause missed opportunities. This automation maps submission fields, normalizes contact data, and creates or updates routing recordsβso your team can route leads faster without manual data prep.
HubSpotor swap with your favorite app
2.Normalizes contact data
Integrate Formatter by Zapier, data cleaning tools, and email normalization tools to format phone and clean email for matching.
Formatter by Zapieror swap with your favorite app
3.Finds record by cleaned email
Integrate Clay and data lookup tools to dedupe by cleaned email and detect whether a routing record already exists.
Clayor swap with your favorite app
4.Creates or updates routing record
Integrate Clay and table mapping tools to update an existing row or create a new routing record with source fields.
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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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