1.Detect new form submission
Integrate HubSpot and CRM form tracking to capture deal submissions and trigger downstream actions instantly.
Create sales alert and log new deal row
Automatically monitor new form submissions across HubSpot and sales ops tools. Create and update audit rows and Slack alerts when form submissions land, webhook events arrive, or new deals get submittedβso you can format dates, enrich contacts, and route next steps without manual data entry.
How this automation logs new deals and protects sales context
When new deal submissions arrive, reps can miss the same-day context that revenue operations needs. This automation formats dates, enriches contacts, and logs booking and audit rowsβso your team can act on every submission faster.
HubSpotor swap with your favorite app
2.Format date fields
Integrate Formatter by Zapier and data mapping tools to format contract, booking, start, and onboarding dates for clean logging.
Formatter by Zapieror swap with your favorite app
3.Find contact by email
Integrate HubSpot and CRM data tools to match the contact by email and retrieve owner and caller metadata for the summary.
4.Lookup row by email
Integrate Google Sheets and spreadsheet automation to check whether a booking row already exists for the submission.
Google Sheetsor swap with your favorite app
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Explore all activity logging automations
Capture complete sales records with automated email logging, meeting logging, and call logging
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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