1.Monitors new potential leads
Integrate iClosed and lead capture forms to detect new potential lead submissions and pass lead payload fields to the workflow.
Add submitted booking leads to CRM and notify owners
Automatically monitor new potential lead submissions across iClosed and Route qualified leads into HubSpot. Create and update CRM contact records when source email and source IP appear or when booking leads arrive or when lead payloads include required fieldsβso you can enrich records, speed follow-up, and reduce data entry without manual paperwork.
How this automation accelerates your CRM intake
When new potential leads arrive with missing details, follow-up slows and CRM records stay incomplete. This automation filters incomplete submissions and submits enriched contact data into HubSpotβso your team can follow up fast.
iClosedor swap with your favorite app
2.Screens for required fields
Integrate Filter by Zapier and validation rules to continue only when source email and source IP values exist.
Filter by Zapieror swap with your favorite app
3.Submits booking lead into CRM
Integrate HubSpot and CRM form mapping to submit the lead payload into HubSpot contact fields for follow-up.
HubSpotor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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