1.Captures new lead fields
Integrate WhatConverts and form submission tools to capture incoming lead event data and pass core fields for CRM updates.
Create CRM leads from incoming site and call leads
Automatically monitor new lead submissions across WhatConverts and HubSpot. Create and update when a new lead submission, a phone field captured, or a source timestamp receivedβso you can format phone numbers, deduplicate contacts, and refresh CRM records without manual data entry.
How this automation creates CRM lead records
When new lead submissions arrive, slow manual entry can create duplicates and delay sales follow-up. This automation captures lead fields, formats phone data, and creates or updates HubSpot contactsβso your team can act on validated leads fast.
WhatConvertsor swap with your favorite app
2.Formats phone to E.164
Integrate Formatter by Zapier and data normalization tools to format the incoming phone field into a canonical E.164 value.
Formatter by Zapieror swap with your favorite app
3.Finds contact by phone
Integrate HubSpot and CRM search tools to search for an existing contact using the formatted phone and email when available.
HubSpotor swap with your favorite app
4.Creates or updates contact
Integrate HubSpot and contact record tools to create or update the matched contact with mapped lead fields and source metadata.
5.Filters for qualifying leads
Integrate Filter by Zapier and validation checks to continue only when qualifying lead criteria are met before writing to CRM.
Filter by Zapieror swap with your favorite app
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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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