1.Monitors new ad-form contacts
Integrate HubSpot and CRM tools to trigger on new contact creation from an ad form to start pre-sales routing.
Create pre-sales deals from paid ad form contacts
Automatically monitor new contact additions from paid ad forms across HubSpot. Create and update pre-sales deals when paid form contacts submit, new ad leads appear, or contacts get addedβso you can qualify leads, enrich deal details, and notify coordinators without manual lead routing.
How this automation creates pre-sales deals fast
When new contacts are added from an ad form, leads can stall before they reach the right pre-sales pipeline. This automation delays for enrichment, filters paid sources, finds matches, and creates or updates pre-sales dealsβso your team can act immediately.
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2.Delays for contact enrichment
Integrate Delay by Zapier and automation timing tools to wait 7 minutes so campaign enrichment fields populate.
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3.Filters for paid source matches
Integrate Filter by Zapier and campaign rules to continue only for paid-ad sources that match configured channel criteria.
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4.Finds existing contact or deal
Integrate HubSpot and contact lookup tools to find an existing opportunity by phone number matching.
5.Creates or updates pre-sales deals
Integrate HubSpot and deal pipelines to create or update pre-sales deals with campaign and property details.
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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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