1.Catch incoming lead payload
Integrate Webhooks by Zapier and lead intake forms to parse submission fields and prepare contact and deal inputs.
Create deal and associate contact from incoming lead
Automatically catch incoming lead payloads across Webhooks by Zapier and HubSpot. Create and link contacts and deals when lead payloads arrive, fields validate, or details matchβso you can speed up contact creation, streamline deal setup, and keep records connected without manual entry.
How this automation creates sales-ready CRM context
When incoming lead payloads arrive, delays can stall outreach and slow CRM updates. This automation parses the submission, finds or creates contacts, and creates and associates dealsβso your team can follow up with full context.
Webhooks by Zapieror swap with your favorite app
2.Find or create contact
Integrate HubSpot and CRM contact matching rules to map lead fields and find existing contacts or create new ones.
HubSpotor swap with your favorite app
3.Create deal
Integrate HubSpot and deal pipeline setup to create a deal with the lead summary and set pipeline and stage.
4.Associate contact to deal
Integrate HubSpot and association configuration to link the contact to the new deal for connected sales follow-up.
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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.
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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