1.Detect new submission
Integrate Jotform and form processing tools to catch estimator form submissions for deal intake.
Create qualified freight deals from estimator form leads
Automatically monitor new estimator form submissions across Jotform, Google Sheets, and HubSpot. Create and update when estimator inputs arrive, preferred move date provided, or pricing fields validateβso you can pre-populate deals, create contacts, and assign owners without manual data entry.
How this automation accelerates qualified freight deal creation
When new estimator form submissions hit your inbox, delays can slow responses and lose move-day intent. This automation delays processing, looks up rates, formats move details, and creates or updates HubSpot contacts and dealsβso your team can act the same day.
Jotformor swap with your favorite app
2.Delay for 5 minutes
Integrate Delay by Zapier and workflow timing tools to pause processing and reduce duplicate intake.
Delay by Zapieror swap with your favorite app
3.Look up matching rate or price
Integrate Google Sheets and rate lookup tables to map move codes to authoritative pricing.
Google Sheetsor swap with your favorite app
4.Format date and item list
Integrate Formatter by Zapier and data formatting tools to convert move date and build item descriptions.
Formatter by Zapieror swap with your favorite app
5.Create or update contact
Integrate HubSpot and CRM contact workflows to match by email and update contact details.
HubSpotor swap with your favorite app
6.Create deal record and associate contact
Integrate HubSpot and CRM deal records to create deals, set move dates, and assign deal owners.
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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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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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.
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