1.Monitor new application entry
Integrate Cognito Forms and form submission fields to capture the submission ID and key data for CRM creation.
Create CRM contact and new business deal from application
Automatically monitor new application form submissions across Cognito Forms, Filter by Zapier, and HubSpot. Create and update records when new application submission, approval criteria match, or renewal flag setβso you can create contacts, create deals, and link associations without manual data entry.
How this automation creates CRM contact and new deal records
When new application entries arrive, delays can mean prospects miss outreach windows. This automation captures submissions and filters approvals, then creates or updates HubSpot contact and deal records and links themβso your team can act faster.
Cognito Formsor swap with your favorite app
2.Filter qualifying submissions
Integrate Filter by Zapier and automation logic to continue only when submissions meet the approval criteria.
Filter by Zapieror swap with your favorite app
3.Find or create contact
Integrate HubSpot to find or create a contact by email and map submission fields to contact properties.
HubSpotor swap with your favorite app
4.Find or create deal
Integrate HubSpot to find or create a deal by submission reference, map deal properties, and place it in the right pipeline and stage.
5.Create contact and deal association
Integrate HubSpot to associate the contact record with the deal record so both are linked in the CRM.
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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.
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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