1.Detects new lead
Integrate WhatConverts, lead capture tools, and routing inputs to trigger lead processing for CRM contact creation.
Create CRM contact from new marketing leads immediately
Automatically capture new lead submissions across WhatConverts and HubSpot. Automatically create and update CRM contacts and context when new lead arrives, lead matches an existing email, or a recording link is presentβso you can identify duplicates, create clean contacts, and add rep notes without manual data entry.
How this automation builds your CRM contact list fast
When new leads arrive, manual contact entry slows follow-up and risks duplicates. This automation checks for existing records and creates or updates HubSpot contacts and timeline notesβso you can respond with full context.
WhatConvertsor swap with your favorite app
2.Finds contact by email and phone
Integrate HubSpot, CRM matching tools, and identity fields to find existing contacts by email with phone fallback.
HubSpotor swap with your favorite app
3.Creates contact when no match
Integrate HubSpot, contact mapping fields, and lifecycle properties to create new CRM contacts from lead source details.
4.Updates contact and adds timeline note
Integrate HubSpot, source properties, and timeline notes to update contact context and append lead origin details.
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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.
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