1.Trigger on new contact in list
Integrate HubSpot and CRM tools to capture submitted contact fields and convert them into a new deal candidate.
Create a qualified CRM deal from ad lead
Automatically watch new contacts added to your HubSpot marketing list and pull submission details across sales CRMs. Create a qualified deal flow from each contact—extract postcodes, deduplicate orgs and people, and schedule outreach—so you can skip manual CRM data entry, follow-up setup, and deduping.
How this automation creates qualified deals from ad leads
When new contacts land in a configured HubSpot marketing list, manual copying causes delays and missed outreach windows. This automation parses postcodes, deduplicates organizations and people, and creates deals with notes and scheduled follow-ups—so your team can reach leads while intent is high.
HubSpotor swap with your favorite app
2.Parse and format postcode
Integrate AI by Zapier and formatting tools to normalize submitted site postcode into formatted postcode values for matching.
AI by Zapieror swap with your favorite app
3.Find or create organization and person
Integrate Pipedrive and data matching tools to deduplicate organizations by company and formatted postcode and link the person.
Pipedriveor swap with your favorite app
4.Create deal, add note, schedule activity
Integrate Pipedrive and task scheduling tools to create a deal, write a submission note, and schedule a follow-up activity.
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Explore all CRM data entry automations
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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