1.Captures new form submission
Integrate HubSpot and form field mapping tools to capture submission data and map email, registration identifiers, and submission id.
Update CRM contact record from brokerage form submissions
Automatically capture new form submissions across HubSpot and sales teams. Route cleaned contact details when form submissions arrive, registration identifiers match, or submission ids are receivedβso you can look up contacts, correct email fields, and hand off outreach without manual follow-up.
How this automation corrects CRM contact emails
When new form submissions land in HubSpot, manual matching can send outreach to the wrong contact or with stale email data. This automation captures submission details, waits briefly, finds the CRM contact, and updates the email fields based on the latest valuesβso your team can act on clean contact records.
HubSpotor swap with your favorite app
2.Waits before CRM lookup
Integrate Delay by Zapier and workflow timing controls to pause 1 minute before CRM lookups to reduce race conditions.
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3.Finds matching contact
Integrate Salesforce and CRM search tools to find the contact by rep and firm registration identifiers for comparison.
Salesforceor swap with your favorite app
4.Updates contact primary email
Integrate Salesforce and CRM update tools to set the contact primary email when the CRM email field is blank.
5.Updates contact email fields
Integrate Salesforce and CRM update tools to update secondary and primary email fields when CRM email differs from the source.
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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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