1.Detect new form submission
Integrate HubSpot to detect new form submission data and trigger deal intake handling.
Create deal from form and log intake to sheet
Automatically monitor new form submissions in HubSpot and create CRM deals across CRM management tools. Create and update your central sheet record and send a confirmation email so you can triage every intake without manual spreadsheet entry.
How this automation creates deals from form intake
When new submissions arrive, delayed data entry can slow deal triage and cause records to land in the wrong place. This automation creates deals, updates your sheet record, formats submission details, and emails the submitterβso your team can act fast with clean data.
HubSpotor swap with your favorite app
2.Creates deal with mapped fields
Integrate HubSpot and CRM tools to create a deal and map submission fields to deal properties.
3.Looks up or updates sheet row
Integrate Google Sheets and spreadsheet tools to look up by submitter email and update or create the intake row.
Google Sheetsor swap with your favorite app
4.Formats submission summary lines
Integrate Code by Zapier and formatting tools to compile non empty fields into readable summary lines.
Code by Zapieror swap with your favorite app
5.Sends confirmation email to submitter
Integrate Microsoft Outlook and email tools to send a confirmation email using the formatted summary body.
Microsoft Outlookor 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.
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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Allen Lai, Head of Customer Experience
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