1.Captures new form submission
Integrate Heyflow and form intake tools to capture the submission and map client email and document upload fields to variables.
Add client uploads to contact record and list
Automatically capture new form submissions across Heyflow and Freshsales Suite. Create and update when document uploads complete, submissions include required identity fields, or client emails match β so you can attach uploaded files, update contact records, and add contacts to the submission list without manual intake list updates.
How this automation updates your contact records
When new document submissions arrive but stay unlinked, contacts miss timely outreach and intake. This automation captures the submission, verifies required fields, finds the matching contact, and updates it with uploaded files and submission list placementβso your team can act faster.
Heyflowor swap with your favorite app
2.Validates required identity fields
Integrate Filter by Zapier and data validation rules to continue only when required identity fields are present in the submission.
Filter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate Freshsales Suite and crm search tools to look up the contact ID by the submitted email address.
Freshsales Suiteor swap with your favorite app
4.Updates contact with uploads
Integrate Freshsales Suite and crm field mapping to update contact fields, store uploaded file URLs, set document received, and add to the submission list.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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