1.Monitor new form submission
Integrate HubSpot and form submission tools to detect new demo request submissions and map core contact fields to the workflow.
Send demo request leads to partner intake API for triage
Automatically monitor demo request form submissions across HubSpot and routes enriched leads via Webhooks by Zapier. Create and update contact context, enrich company details, and post intake payloads when demo request submitted, form submission received, or demo request addedβso you can triage leads without manual triage.
How this automation accelerates demo request triage
When new form submission events happen, delays can stall sales triage and slow down follow-up. This automation enriches contacts and company data and posts a structured lead payload to your intake endpointβso your team can act faster.
HubSpotor swap with your favorite app
2.Find or get matching contact
Integrate HubSpot and contact lookup tools to find the existing contact and retrieve associated company and phone details.
3.Wait before enrichment continues
Integrate Delay by Zapier and workflow timers to pause for 1.5 minutes before continuing with enrichment steps.
Delay by Zapieror swap with your favorite app
4.Get company details by ID
Integrate HubSpot and CRM properties tools to retrieve business segment, account priority, and owner assignment for the payload.
5.Post enriched lead to intake
Integrate Webhooks by Zapier and JSON payload tools to post the enriched lead request body to your configured intake endpoint.
Webhooks by Zapieror swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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