1.New submission triggers the workflow
Integrate Jotform and intake form tools to catch new submissions to start creating qualified CRM records.
Create qualified sales deal from intake form submission
Automatically detect new submission events from Jotform across HubSpot and Formatter by Zapier. Create and update qualified CRM deals when submission lands, contact email matches, or files uploadβso you can create companies, create contacts, and attach deals without manual CRM data entry.
How this automation qualifies your sales deals
When new intake submissions hit your form, delays can slow follow-up and miss deal opportunities. This automation turns submissions into CRM deals by creating company and contact records and then creating deals with associations and attachmentsβso your team can pursue qualified leads faster.
Jotformor swap with your favorite app
2.Find or create company
Integrate HubSpot and CRM data mapping tools to search by company address and name to find or create a company.
HubSpotor swap with your favorite app
3.Find or create contact
Integrate HubSpot and CRM data mapping tools to search by contact email to find or create a contact.
4.Normalize submission fields
Integrate Formatter by Zapier and data normalization tools to transform key submission fields to consistent formats for mapping.
Formatter by Zapieror swap with your favorite app
5.Create the deal
Integrate HubSpot and CRM deal tools to map submission fields to deal properties and attach submitted files to create a deal.
6.Associate deal to company and contact
Integrate HubSpot and CRM relationship tools to link the deal to the company and contact to ensure correct ownership and reporting.
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Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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!)
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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