1.Triggers on new form submission
Integrate HubSpot and web forms to detect submissions and start lead processing.
Create deal, ticket, and reply to new form leads
Automatically monitor new form submissions across HubSpot. Create and update when submissions arrive, classifications complete, or deal estimates calculateβso you can create contacts, generate deals and tickets, and draft sales replies without manual lead entry.
How this automation creates ready-to-sell records
When new form submissions arrive, missing structure can delay follow-up and overload sales workflows. This automation creates CRM records and drafts replies and ticketsβso you can respond faster with clear next steps.
HubSpotor swap with your favorite app
2.Upserts contact and stores message
Integrate HubSpot and CRM fields to upsert the contact and store the raw message for analysis.
3.Drafts reply with classification
Integrate Anthropic (Claude) and AI text analysis to classify the message and draft the sales reply.
Anthropic (Claude)or swap with your favorite app
4.Parses AI JSON output
Integrate Code by Zapier and JSON parsing to extract decision, subject, and emailBody for downstream steps.
Code by Zapieror swap with your favorite app
5.Calculates estimated deal amount
Integrate Formatter by Zapier and deal math to calculate amount using quantity times unit price.
Formatter by Zapieror swap with your favorite app
6.Creates deal, ticket, and engagement
Integrate HubSpot and CRM workflows to create the deal, support ticket, and email engagement and apply the AI decision.
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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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Allen Lai, Head of Customer Experience
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