1.Captures new submission
Integrate Jotform and form submission tools to capture completed intake fields for the CRM deal and contact.
Create deal from client intake form and notify team
Automatically monitor Jotform new intake submissions across Jotform, HubSpot, and Gmail. Create and update when intake form submitted, fields completed, or submissions receivedβso you can create deals, upsert contacts, and email sales leads without manual data entry.
How this automation creates actionable CRM deals
When new intake submissions land and sit untouched, leads lose momentum and pipeline data stays incomplete. This automation captures form submissions, creates deals and contacts, and emails a deal digestβso your team can act immediately.
Jotformor swap with your favorite app
2.Creates a deal
Integrate HubSpot and CRM mapping tools to create a new deal from submission fields and set pipeline and stage.
HubSpotor swap with your favorite app
3.Upserts a contact
Integrate HubSpot and contact matching tools to upsert a contact by email using submission contact properties.
4.Associates contact to deal
Integrate HubSpot and CRM relationship tools to link the upserted contact to the newly created deal record.
5.Sends deal digest email
Integrate Gmail and HTML email tools to send a deal title and submission summary email to sales.
Gmailor swap with your favorite app
Automate your work, your way
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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