1.Detects new form entry
Integrate WPForms and form capture tools to detect new submissions and start contact creation.
Create follow-up task and lead from form entries
Automatically monitor new form entry submissions across WPForms and HubSpot. Create and update contacts when new entries arrive, submitted emails match, or phone numbers appearβso you can log notes, create call tasks, and brief the team without manual follow-up.
How this automation accelerates your call follow-up
When new form entries land but go unprocessed, leads wait and outreach loses momentum. This automation finds contacts, creates or updates records, and logs notes and call tasksβso your team can follow up immediately.
WPFormsor swap with your favorite app
2.Finds contact by email
Integrate HubSpot and CRM lookup tools to search by the submitted email to link to the right contact.
HubSpotor swap with your favorite app
3.Creates or updates contact
Integrate HubSpot and CRM mapping tools to create or update the contact and company records from form fields.
4.Creates engagement note
Integrate HubSpot and CRM note tools to create an engagement note and attach it to the contact record.
5.Skips without phone number
Integrate Zapier and validation tools to continue only when a phone number is present.
Filter by Zapieror swap with your favorite app
6.Creates call task
Integrate HubSpot and task management tools to create a call task, map the phone field, and assign it.
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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.
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