1.Detects new form entries
Integrate Cognito Forms and form capture tools to monitor new entry data and trigger CRM processing for each submission.
Create and update CRM deals from approved applications
Automatically upsert contacts and deals across HubSpot when new form entries are submitted or entries get approved or the renewal flag is setβso you can keep pipelines current and reduce manual data entry. Create and update records with automatic routing for deals, associations, and stage setup without manual follow-up.
How this automation creates and updates CRM deals
When new entries arrive but not all are approved, sales teams waste time sorting submissions and rebuilding records. This automation filters qualifying entries, upserts HubSpot contacts, and creates and associates deals by pipelineβso your team can follow up immediately.
Cognito Formsor swap with your favorite app
2.Continues only approved entries
Integrate Filter by Zapier, review checks, and approval logic to stop unapproved submissions and continue only qualifying entries.
Filter by Zapieror swap with your favorite app
3.Upserts contact record
Integrate HubSpot and CRM field mapping tools to upsert contacts using email, name, phone, and address fields from the submission.
HubSpotor swap with your favorite app
4.Routes by renewal flag
Integrate Paths by Zapier and routing rules to branch into New Business or Renewal paths based on the submission flag.
Paths by Zapieror swap with your favorite app
5.Finds or creates deal and associates contact
Integrate HubSpot and deal search tools to find or create the deal by code and pipeline, then set stage and associate the contact.
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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.
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 β 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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