1.Receives new form entry
Integrate Typeform to capture submission fields and store the submission timestamp for downstream CRM actions.
Update CRM deal and attach form submission note
Automatically capture form submissions across Typeform and HubSpot. Create and update deal records and add engagement notes when form submission arrives, contact email matches, or deals are foundβso you can update fields, log context, and store timestamps without manual logging.
How this automation preserves your CRM activity
When form submissions land in Typeform, delays can leave deal notes missing and timestamps unrecorded. This automation maps submission data, finds the matching contact and deals, then updates deals and creates engagement notes and timestamp fieldsβso your team can keep CRM activity audit-ready.
Typeformor swap with your favorite app
2.Delays 2 minutes for processing
Integrate Delay by Zapier to pause briefly, giving other integrations time to complete before lookups.
Delay by Zapieror swap with your favorite app
3.Finds or creates contact by email
Integrate HubSpot to search contacts by email, and create a contact when no match is found.
HubSpotor swap with your favorite app
4.Retrieves associated deal IDs
Integrate HubSpot to fetch all deal IDs linked to the contact so each related deal can be updated.
5.Iterates through deal records
Integrate Looping by Zapier to process each deal ID in sequence so updates and notes land on every deal.
Looping by Zapieror swap with your favorite app
6.Updates deal amount and name
Integrate HubSpot to update each deal with mapped facilitator fields, amount, and submission-based deal name.
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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
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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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