1.Captures new form submissions
Integrate HubSpot to trigger on new form submissions and start processing guest inquiry data.
Create new CRM contacts from guest inquiry forms
Automatically monitor new guest inquiry form submissions across HubSpot. Create and update CRM contacts when formatted details arrive, emails match, or records need refreshβso you can normalize fields, avoid duplicates, and keep data current without manual data entry.
How this automation keeps your CRM contact records accurate
When new form submissions land, delays can break follow up and cause duplicate records. This automation formats submission data, then finds or creates contacts and updates missing fieldsβso your team can respond faster.
HubSpotor swap with your favorite app
2.Normalizes contact fields
Integrate Formatter by Zapier and data transformation tools to standardize phone and split address parts for mapping.
Formatter by Zapieror swap with your favorite app
3.Finds existing contact by email
Integrate Salesforce and CRM lookup tools to find an existing contact using the submission email and prevent duplicates.
Salesforceor swap with your favorite app
4.Creates or updates contact
Integrate Salesforce and CRM record management tools to create a contact on no match and update missing fields.
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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.
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