1.Receives new lead event
Integrate WhatConverts and lead intake sources to receive the conversion payload and pass core submission data into the workflow.
Create or update CRM contacts from conversion leads
Automatically receive new lead conversions in WhatConverts across HubSpot and Zapier formatting tools. Create or update CRM contacts and normalize fields so you can enrich outreach records and avoid manual contact matching and data cleanup.
How this automation unifies your CRM contacts
When conversion leads arrive without a reliable CRM match, outreach teams waste time on duplicate lookups and incomplete records. This automation formats lead data, finds or creates HubSpot contacts, and attaches source referencesβso your team can outreach with a single enriched contact record.
WhatConvertsor swap with your favorite app
2.Sets defaults and normalizes fields
Integrate Formatter by Zapier and data normalization tools to apply defaults and normalize phone and source fields for CRM mapping.
Formatter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate HubSpot and CRM search tools to search for a matching contact using the formatted email and return the first match.
HubSpotor swap with your favorite app
4.Searches by phone and upserts contact
Integrate HubSpot and CRM update tools to fall back to phone matching, update contact fields, or create a new contact with source references.
5.Runs reusable source mapping
Integrate Sub-Zap by Zapier and enrichment workflows to map lead references and source URL into centralized enrichment and analytics.
Sub-Zap by Zapieror swap with your favorite app
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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
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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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