1.Catches new onboarding form submission
Integrate HubSpot to detect new form submissions and pass submission fields to the workflow.
Update contact product flags from onboarding form submission
Automatically catch new onboarding form submissions in HubSpot across HubSpot. Create and update contact properties when enrollment dates are entered, access flags are submitted, or signup answers shiftβso you can standardize dates, normalize booleans, and update records without manual contact updates.
How this automation updates your contact flags
When onboarding submissions arrive without consistent CRM properties, segmentation and follow-up slip. This automation formats enrollment dates and normalizes access flags and updates HubSpot contact recordsβso your team can act on accurate enrollment signals.
HubSpotor swap with your favorite app
2.Formats enrollment date
Integrate Formatter by Zapier and data formatting tools to map submission date and standardize an enrollment date.
Formatter by Zapieror swap with your favorite app
3.Normalizes access flag answers
Integrate Formatter by Zapier and data transformation tools to convert yes no answers to booleans for access flags.
4.Finds contact by email
Integrate HubSpot and contact lookup tools to search by email and retrieve the matching contact id.
5.Updates contact enrollment and access flags
Integrate HubSpot and CRM property tools to update enrollment and access flags on the matched contact.
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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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