1.Captures form submission
Integrate Zapier Forms and form mapping tools to capture the submitter email and business unit selection to route the workflow.
Add business unit to contact record in CRM
Automatically capture form submissions across Zapier Forms and route business unit assignments across Zapier Tables and HubSpot. Create correct business unit updates when a form submission is created and a business unit is selectedβso you can reduce manual routing and improve reporting without extra admin work.
How this automation updates your contacts' business units
When form submissions are missing correct routing, reviews pile up and reporting breaks. This automation captures submissions and looks up business units and contacts, then updates the CRM fieldβso your team can route faster.
Zapier Formsor swap with your favorite app
2.Finds matching business unit
Integrate Zapier Tables and lookup tools to find the business unit by label and return the table record id to map it.
Zapier Tablesor swap with your favorite app
3.Finds contact by email
Integrate HubSpot and CRM search tools to find the contact by email and return the contact id to prepare the update.
HubSpotor swap with your favorite app
4.Updates contact business unit
Integrate HubSpot and CRM update tools to update the contact business unit field using the table record id to finalize routing.
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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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