1.Captures new form entry
Integrate Typeform and form intake tools to detect each new entry and to trigger intake capture.
Create contact note and notify owner from form
Automatically capture each submitted intake form across Typeform, HubSpot, and Email by Zapier. Create and update when entry captured, contact email matches, or owner email resolvesβso you can create notes, associate contacts, and notify the owner without manual data entry.
How this automation accelerates your contact triage
When a new entry arrives in Typeform, delays can slow down follow-up. This automation captures the submission, looks up the right contact and owner, creates a HubSpot note, and sends an owner emailβso your team can start triage quickly.
Typeformor swap with your favorite app
2.Waits for 3 minutes
Integrate Delay by Zapier and automation timing tools to pause execution and to allow parallel processes to complete.
Delay by Zapieror swap with your favorite app
3.Finds contact by email
Integrate HubSpot and CRM lookup tools to find the contact ID and owner ID for the matching email.
HubSpotor swap with your favorite app
4.Looks up owner email
Integrate Formatter by Zapier and lookup table tools to map owner ID to an email and to apply fallback ownership.
Formatter by Zapieror swap with your favorite app
5.Creates engagement note
Integrate HubSpot and note association tools to create the engagement note, link it to the contact ID, and set the note owner.
6.Sends email to owner
Integrate Email by Zapier and outbound messaging tools to send the owner an email with the submission summary and form context.
Email by Zapieror swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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