1.Captures new form entry fields
Integrate Formidable Forms and form submission tools to trigger contact creation from new entry fields.
Create CRM contact and deal from form enquiry
Automatically monitor new entries from Formidable Forms across form capture and CRM workflows. Create and update contacts, create deals, and associate records when new form submission, enquiry details, or contact fields arriveβso you can qualify and assign leads without manual data entry.
How this automation creates CRM contacts and deals
When new form submissions arrive, leads can be missed and qualification slows down. This automation uses Formidable Forms to capture entries and HubSpot to find or create contacts, create deals, and link them automaticallyβso your team can move faster.
Formidable Formsor swap with your favorite app
2.Finds or creates HubSpot contact
Integrate HubSpot and CRM contact fields to map submission data and update matching contacts by email.
HubSpotor swap with your favorite app
3.Creates a starter sales deal
Integrate HubSpot and CRM deal pipelines to create deals and associate the contact to the new deal.
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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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