1.Detects new trade form submissions
Integrate HubSpot and form capture tools to detect new trade marketing form submissions for lead intake.
Create CRM lead and tasks from trade form
Automatically monitor new form submissions for the trade marketing form across HubSpot and Pipedrive and Code by Zapier. Create and update when trade form submitted, marketing preference captured, or site counts reportedβso you can build org records, create contact and deal entries, and trigger follow-up tasks without manual data entry.
How this automation accelerates lead intake in your CRM
When new trade marketing form submissions arrive, lead data can stall in inboxes and slow follow-up. This automation finds or creates organizations, normalizes consent flags, and creates deals, notes, and tasksβso your team can move leads forward fast.
HubSpotor swap with your favorite app
2.Finds or creates organization
Integrate Pipedrive and CRM matching tools to find or create an organization by company name and postcode.
Pipedriveor swap with your favorite app
3.Normalizes marketing preference
Integrate Code by Zapier and boolean mapping tools to convert the marketing preference field into a consent flag.
Code by Zapieror swap with your favorite app
4.Finds or creates person
Integrate Pipedrive and contact matching tools to create a person and link them to the organization record.
5.Creates deal for intake
Integrate Pipedrive and deal pipeline tools to create a deal and set pipeline and stage values.
6.Adds submission note
Integrate Pipedrive and CRM notes to add a submission note with site counts and brief comments.
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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.
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