1.Monitors new form submissions
Integrate HubSpot to catch new marketplace form submissions and pass the submission payload into the workflow.
Send referrals from marketplace form entries to partners
Automatically route marketplace form submissions across HubSpot and Gmail. Get partner referral emails when a new form submission arrives, contact context is available, or referral notes are completeβso you can fetch context, send outreach, and track copies without manual routing.
How this automation accelerates partner referrals
When new marketplace form submissions arrive without routing, follow-up timing slips and partner outreach gets missed. This automation uses HubSpot to fetch contact context and sends partner emails with conversion details and CC trackingβso your team can move fast.
HubSpotor swap with your favorite app
2.Gets contact by submission contact ID
Integrate HubSpot and CRM lookup tools to retrieve contact context and recent conversion details for the referral email.
3.Sends partner referral email
Integrate Gmail and email templates to send the partner email with submission fields, conversion context, and CC tracking.
Gmailor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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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