1.Monitor new form submissions
Integrate Squarespace Forms and contact form fields to detect new submissions for contact qualification.
Squarespace Formsor swap with your favorite appCreate qualified contacts from your website contact forms
Automatically monitor new form submissions across Squarespace Forms and web form capture. Create and update when emails are submitted and budget tiers are normalized and contact records are created or updatedβso you can route qualified follow-up without manual contact entry.
How this automation creates qualified contacts in your CRM
When website submissions arrive but details need cleanup, follow-up gets delayed and sales targets stay unqualified. This automation formats budget tiers and finds or creates HubSpot contacts and tags follow-upβso your team can follow up faster.
2.Maps budget selections with lookup table
Integrate Formatter by Zapier and lookup tables to normalize budget selections into standard budget tiers.
Formatter by Zapieror swap with your favorite app
3.Updates matching HubSpot contacts
Integrate HubSpot and CRM contact matching to update contact properties based on submission details.
HubSpotor swap with your favorite app
4.Creates HubSpot contacts with follow-up tag
Integrate HubSpot and CRM records to create new contact entries and tag them for follow-up.
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Explore all contact management automations
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.
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