1.Catches hook for inbound payloads
Integrate Webhooks by Zapier and webhook payload handling to start receiving form submissions for downstream formatting.
Create CRM contact and deal from form submission
Automatically transform inbound form payloads via Webhooks by Zapier across Formatter by Zapier, Filter by Zapier, HubSpot, and Microsoft Outlook. Create and update contacts and deals and send private inquiry emailβso you can act on new form submission, commercial inquiry submitted, or private inquiry received without manual data entry.
How this automation creates deals and contacts from inbound forms
When inbound form payloads hit the Webhooks by Zapier catch hook, slow outreach can cost qualified leads. This automation formats submission data and creates contacts and dealsβso your team can follow up immediately.
Webhooks by Zapieror swap with your favorite app
2.Formats submitted event date
Integrate Formatter by Zapier and date formatting tools to convert the submitted event date to a standardized value.
Formatter by Zapieror swap with your favorite app
3.Looks up regional owner assignment
Integrate Formatter by Zapier and mapping tables to assign an owner id from the submission area with a fallback.
4.Branches for commercial or private
Integrate Filter by Zapier and routing rules to continue only the commercial path or only the private path.
Filter by Zapieror swap with your favorite app
5.Creates or updates contact
Integrate HubSpot and CRM field mapping to create or update a contact using email, name, phone, and company.
HubSpotor swap with your favorite app
6.Creates deal and engagement
Integrate HubSpot and deal setup to create a deal, assign owner, and create a linked note for the inquiry.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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