1.Capture new form submission
Integrate HubSpot and form processing tools to capture submission payload and map email fields to lookup inputs.
Add pre-call form notes to advisor prospect deal
Automatically monitor new form submission across HubSpot and ActiveCampaign. Create and update when pre-call submissions arrive, contacts match, or deals are foundβso you can add deal notes, link enrollment intake, and keep advisor context without manual note entry.
How this automation logs deal intake context
When a pre-call form submission is captured, advisors can miss key intake details and deal context. This automation maps submission data, finds the contact and active deal, and adds a note instantlyβso your team can track intake context.
HubSpotor swap with your favorite app
2.Find contact by email
Integrate ActiveCampaign and contact lookup tools to search by source email and return the matching contact record.
ActiveCampaignor swap with your favorite app
3.Find deal by contact
Integrate ActiveCampaign and CRM deal lookup tools to locate the active prospect deal tied to the contact ID.
4.Add note to prospect deal
Integrate ActiveCampaign and CRM note tools to attach an intake summary note to the found deal ID.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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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