1.Monitors new chat submission
Integrate Landbot and chat intake tools to detect new chat submissions and start the lead capture workflow.
Add chat leads to CRM and log ad conversions
Automatically watch for new chat submissions across Landbot and CRM tools. Create and update when qualifying leads arriveβnotify sales, create HubSpot contacts, and log offline conversions so you can protect workflow speed and avoid manual CRM entry.
How this automation accelerates lead follow-up
When new chat submissions land and reps need context fast, delays can cause missed conversions. This automation posts chat context, finds or creates HubSpot contacts, and sends offline conversion eventsβso your team can follow up at the right moment.
Landbotor swap with your favorite app
2.Posts chat context to sales
Integrate Microsoft Teams and channel routing tools to post a sales channel message with visitor name and page URL.
Microsoft Teamsor swap with your favorite app
3.Continues only for qualifying chats
Integrate Filter by Zapier and spam controls to exclude low-value submissions before the CRM record is created.
Filter by Zapieror swap with your favorite app
4.Normalizes URL and missing values
Integrate Formatter by Zapier and data cleanup tools to normalize the page URL and map defaults before CRM creation.
Formatter by Zapieror swap with your favorite app
5.Finds or creates HubSpot contact
Integrate HubSpot and contact enrichment tools to find or create a contact and set first conversion page.
HubSpotor swap with your favorite app
6.Sends offline conversion event
Integrate Google Ads and attribution reporting tools to send an offline conversion event using contact email and timestamp.
Google Adsor swap with your favorite app
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
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.
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