1.Catches new website submissions
Integrate Formstack and form workflow tools to catch submissions and pass fields to the automation to trigger CRM entry.
Create CRM lead and email alert from website form
Automatically catch new form submission fields across Formstack, HubSpot, Microsoft Outlook, and Twilio. Send email and SMS alerts when inquiries are received, or when key fields are completedβso you can create records, notify owners, and follow up quickly without manual data entry.
How this automation accelerates inbound lead follow-up
When new website form submissions arrive, delays can slow response times and impact conversions. This automation creates CRM company and contact records and routes email and SMS notificationsβso you can act on leads immediately.
Formstackor swap with your favorite app
2.Creates company and contact
Integrate HubSpot and CRM mapping tools to map submission fields and create company and contact records to store inbound leads.
HubSpotor swap with your favorite app
3.Sends notification email
Integrate Microsoft Outlook and email templates to format the message body and send notifications to alert owners.
Microsoft Outlookor swap with your favorite app
4.Sends on-call SMS
Integrate Twilio and SMS routing tools to send a short text with lead details to notify on-call numbers.
Twilioor swap with your favorite app
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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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