1.Monitors new form submissions
Integrate HubSpot and form intake sources to detect new quote submissions and route intake data to CRM creation.
Create client records from website quote form submissions
Automatically monitor new form submissions in HubSpot for website quote submissions across HubSpot and AgencyBloc. Create and update when quote form submissions, intake notes arrive, or submission references appear β so you can create client records, update contact metadata, and add contacts to lists without manual data entry.
How this automation creates client records from quote intake
When new form submissions arrive, delays can break follow-up and leave CRM records incomplete. This automation monitors HubSpot submissions, creates client records in AgencyBloc, updates contact metadata, and adds contacts to configured listsβso your team can respond to quotes faster.
HubSpotor swap with your favorite app
2.Creates individual client record
Integrate AgencyBloc and CRM data mapping tools to create a new individual record and store contact and intake fields.
AgencyBlocor swap with your favorite app
3.Updates contact metadata
Integrate AgencyBloc and audit logging tools to update contact source tags and include the submission reference.
4.Adds contact to list
Integrate HubSpot and lifecycle workflows to add the contact to a configured list to trigger nurture sequences.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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